NVS icon

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 %
LC
526
LCNB Corp
Ohio
$932K
RWP
527
RWA Wealth Partners
Massachusetts
$931K +$15.6K +160 +2%
Kayne Anderson Rudnick Investment Management
528
Kayne Anderson Rudnick Investment Management
California
$925K -$38K -390 -4%
WIM
529
WealthPlan Investment Management
Nebraska
$924K
BCM
530
Becker Capital Management
Oregon
$922K -$2.43K -25 -0.3%
KIC
531
Kensington Investment Counsel
California
$921K
WG
532
Welch Group
Alabama
$921K -$37.4K -384 -4%
IBOK
533
Independence Bank of Kentucky
Kentucky
$913K +$626K +6,438 +219%
HTIM
534
Harbour Trust & Investment Management
Indiana
$897K -$4.67K -48 -0.5%
SB
535
Simmons Bank
Arkansas
$896K -$7.3K -75 -0.8%
SMG
536
Smart Money Group
Texas
$890K +$59K +606 +7%
VNA
537
Valley National Advisers
Pennsylvania
$889K -$66.5K -685 -7%
BFM
538
Boston Financial Management
Massachusetts
$883K +$99.9K +1,027 +13%
HAG
539
HF Advisory Group
Maryland
$880K +$61.9K +636 +8%
EFP
540
Elser Financial Planning
Indiana
$874K +$874K +8,978 New
MA
541
Mutual Advisors
Nebraska
$870K +$6.07K +62 +0.7%
SW
542
SVB Wealth
Massachusetts
$869K +$869K +8,931 New
BMC
543
Beaton Management Company
Massachusetts
$863K
FAIM
544
Financial Advocates Investment Management
Washington
$859K -$27.2K -280 -3%
1IA
545
1620 Investment Advisors
Massachusetts
$857K +$2.63K +27 +0.3%
VA
546
Valmark Advisers
Ohio
$857K +$43.5K +447 +5%
HA
547
Hamel Associates
New Jersey
$845K
BC
548
Bridgefront Capital
Texas
$842K +$842K +8,655 New
RA
549
RFG Advisory
Alabama
$839K -$326K -3,350 -28%
FAFN
550
First Affirmative Financial Network
Colorado
$838K +$87.3K +897 +12%