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Novartis

1,327 hedge funds and large institutions have $12.9B invested in Novartis in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 418 increasing their positions, 465 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+24
Holders Change %
+1.84%
% of All Funds
17.66%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
153
Increased
418
Reduced
465
Closed
106
Calls
$190M
Puts
$250M
Net Calls
-$60.3M
Net Calls Change
+$63M
Name Holding Trade Value Shares
Change
Shares
Change %
MDA
501
Minot DeBlois Advisors
Massachusetts
$991K +$991K +10,185 New
Bessemer Group
502
Bessemer Group
New Jersey
$991K -$116K -1,190 -10%
P
503
Pitcairn
Pennsylvania
$989K +$84.3K +866 +9%
AAS
504
Ameritas Advisory Services
Nebraska
$988K -$27.2K -280 -3%
SAM
505
Silvercrest Asset Management
New York
$987K +$54.3K +558 +6%
SAM
506
Smartleaf Asset Management
Massachusetts
$985K +$454K +4,663 +85%
CA
507
Cambridge Advisors
Nebraska
$980K
Russell Investments Group
508
Russell Investments Group
United Kingdom
$980K +$62.8K +645 +7%
CPA
509
Court Place Advisors
Maryland
$975K -$151K -1,550 -13%
WFI
510
West Family Investments
California
$974K +$26.3K +270 +3%
Hudson Bay Capital Management
511
Hudson Bay Capital Management
Connecticut
$973K +$973K +10,000 New
MFA
512
Mayflower Financial Advisors
Massachusetts
$971K -$27.2K -280 -3%
SC
513
SouthState Corp
Florida
$970K -$41.7K -429 -4%
NHC
514
Nicholas Hoffman & Company
Georgia
$969K -$3.02K -31 -0.3%
ET
515
Entropy Technologies
New York
$967K +$967K +9,938 New
LFAS
516
Level Four Advisory Services
Texas
$966K -$4.67K -48 -0.5%
FFWA
517
FRG Family Wealth Advisors
Washington
$966K
MAM
518
Mystic Asset Management
Rhode Island
$955K
BHPW
519
Beverly Hills Private Wealth
California
$951K -$87.5K -899 -8%
DMC
520
Drexel Morgan & Co
Pennsylvania
$946K
Ohio Public Employees Retirement System (OPERS)
521
Ohio Public Employees Retirement System (OPERS)
Ohio
$944K -$16.9M -173,556 -95%
GS
522
GTS Securities
New York
$939K +$142K +1,460 +18%
KIA
523
KCM Investment Advisors
California
$939K -$9.93K -102 -1%
CFB
524
Cullen/Frost Bankers
Texas
$935K -$74.9K -770 -7%
HAG
525
HighPoint Advisor Group
Illinois
$933K -$45.5K -423 -5%