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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 %
NWM
551
Northcape Wealth Management
New York
$834K
VAS
552
Vestmark Advisory Solutions
Massachusetts
$833K +$6.33K +65 +0.8%
SN
553
Sittner & Nelson
Oregon
$830K
ABC
554
Associated Banc-Corp
Wisconsin
$826K -$31.3K -322 -4%
AWA
555
Arkadios Wealth Advisors
Georgia
$826K +$227K +2,336 +38%
BSB
556
Bangor Savings Bank
Maine
$825K -$1.95K -20 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
557
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$821K -$17.8M -182,884 -96%
MWP
558
Meriwether Wealth & Planning
Louisiana
$821K +$821K +8,432 New
DW30
559
Drucker Wealth 3.0
New Jersey
$820K -$56.2K -578 -6%
SWA
560
Stratos Wealth Advisors
Ohio
$817K -$3.99K -41 -0.5%
RLH
561
RD Lewis Holdings
Florida
$816K +$816K +7,676 New
NHT
562
New Hampshire Trust
New Hampshire
$815K -$13.3K -137 -2%
YP
563
YANKCOM Partnership
South Dakota
$804K +$804K +8,261 New
KGC
564
Kennon-Green & Company
Ohio
$797K -$19.2K -197 -2%
CHP
565
Cable Hill Partners
Oregon
$796K -$365K -3,748 -31%
CSP
566
Cary Street Partners
Virginia
$792K +$792K +8,136 New
BCB
567
Brian C. Broderick
$786K -$385K -3,960 -33%
FSA
568
Fort Sheridan Advisors
Illinois
$781K
PP
569
PDS Planning
Ohio
$778K -$11.9K -122 -2%
CGL
570
Clarius Group LLC
Washington
$772K +$157K +1,612 +26%
MP
571
Mangrove Partners
Connecticut
$771K +$771K +7,923 New
FDCDDQ
572
Federation des caisses Desjardins du Quebec
Quebec, Canada
$767K -$60.5K -622 -7%
TIAA Trust, National Association
573
TIAA Trust, National Association
North Carolina
$766K +$55.4K +569 +8%
Group One Trading
574
Group One Trading
Illinois
$766K +$75.6K +777 +11%
SRC
575
Sage Rhino Capital
California
$764K -$31K -319 -4%