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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 %
RA
601
Ruggaard & Associates
Ohio
$709K -$13.1K -135 -2%
HFM
602
Hartford Funds Management
Pennsylvania
$705K +$61.6K +633 +10%
CAM
603
Cypress Asset Management
Texas
$704K -$86.9K -874 -11%
APIM
604
Agate Pass Investment Management
Washington
$702K +$702K +7,215 New
SAI
605
Savvy Advisors Inc
New York
$701K +$701K +7,201 New
LWA
606
Lantern Wealth Advisors
New York
$701K
BIAS
607
Beacon Investment Advisory Services
New Jersey
$700K -$52.3K -537 -7%
BI
608
Bradyco Inc
Massachusetts
$700K +$700K +7,191 New
BWP
609
BSW Wealth Partners
Colorado
$698K -$54.3K -558 -7%
SCA
610
St. Clair Advisors
Ohio
$690K
BAM
611
Belpointe Asset Management
Nevada
$690K +$168K +1,387 +32%
BTI
612
Blue Trust Inc
Georgia
$689K -$394K -4,046 -36%
AWM
613
Axxcess Wealth Management
California
$689K +$415K +4,267 +152%
CTC
614
Central Trust Company
Missouri
$688K +$487 +5 +0.1%
NWAG
615
Net Worth Advisory Group
Utah
$686K -$9.63K -99 -1%
EFS
616
Essex Financial Services
Connecticut
$685K +$1.65K +17 +0.2%
MAM
617
Marotta Asset Management
Virginia
$680K -$25.9K -267 -4%
GIA
618
Gladstone Institutional Advisory
Florida
$679K -$18.5K -190 -3%
OIA
619
OneDigital Investment Advisors
Kansas
$678K -$309K -3,177 -31%
GM
620
GeoWealth Management
Illinois
$673K +$448K +4,606 +199%
MA
621
Mezzasalma Advisors
New Jersey
$672K +$161K +1,657 +32%
BDS
622
Banco de Sabadell
Florida
$670K -$25.8K -264 -4%
HTHT
623
Hemenway Trust Hemenway Trust
New Hampshire
$667K -$422K -4,335 -39%
DWA
624
Douglass Winthrop Advisors
New York
$667K -$15.3K -157 -2%
KB
625
Kimelman & Baird
New York
$667K