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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 %
LDB
576
Lee, Danner & Bass
Tennessee
$760K
TIM
577
Thornburg Investment Management
New Mexico
$759K
TBT
578
Texas Bank & Trust
Texas
$759K +$759K +7,798 New
FB
579
Fulton Bank
Pennsylvania
$757K +$125K +1,281 +20%
CCM
580
Coldstream Capital Management
Washington
$756K -$17.8K -183 -2%
GRP
581
Global Retirement Partners
California
$751K +$82.6K +849 +12%
JFA
582
JNBA Financial Advisors
Minnesota
$749K -$2.43K -25 -0.3%
LSAG
583
Lake Street Advisors Group
New Hampshire
$744K -$922K -9,474 -55%
MG
584
Mather Group
Illinois
$738K +$4.96K +51 +0.7%
TCPW
585
Twin City Private Wealth
North Carolina
$738K +$38.9K +400 +6%
MA
586
Montag & Associates
Georgia
$737K
CP
587
Covenant Partners
Tennessee
$734K -$6.42K -66 -0.9%
AIM
588
Anchor Investment Management
South Carolina
$732K
SCM
589
Shelton Capital Management
Colorado
$727K -$35.9K -369 -5%
HI
590
Harbour Investments
Wisconsin
$726K -$2.82K -29 -0.4%
FIM
591
Freedom Investment Management
Connecticut
$726K +$33.6K +345 +5%
AWE
592
Avidian Wealth Enterprises
Texas
$726K -$44.2K -454 -6%
KWM
593
Kingsview Wealth Management
Oregon
$725K -$21.8K -224 -3%
UB
594
UMB Bank
Missouri
$722K -$275K -2,823 -28%
OWG
595
Oxford Wealth Group
Florida
$721K +$17.9K +184 +3%
KFSC
596
Keystone Financial Services (Colorado)
Colorado
$718K +$23.1K +237 +3%
DWM
597
Diversify Wealth Management
Utah
$717K +$106K +1,072 +17%
LWCFA
598
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$713K -$62.6K -605 -8%
RBC
599
Romano Brothers & Co
Illinois
$712K
MIC
600
Means Investment Company
Maine
$711K -$19.5K -200 -3%