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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 %
AG
626
Ascent Group
Virginia
$666K +$15.3K +157 +2%
KIG
627
Kennedy Investment Group
New Jersey
$665K +$7.78K +80 +1%
KFC
628
Klingenstein Fields & Co
New York
$661K
JWBC
629
J.W. Burns & Co
New York
$660K -$119K -1,222 -15%
JCM
630
Jacobi Capital Management
Pennsylvania
$660K -$15.2K -156 -2%
VFA
631
Valeo Financial Advisors
Indiana
$658K +$6.23K +64 +1%
HWM
632
HB Wealth Management
Georgia
$656K +$52K +534 +9%
AWM
633
Ariadne Wealth Management
California
$651K +$77.7K +727 +14%
KP
634
Keel Point
Alabama
$651K -$83.3K -856 -11%
CG
635
CFO4Life Group
Texas
$644K +$36.9K +379 +6%
GJWM
636
Gilliland Jeter Wealth Management
Arkansas
$644K +$50.7K +521 +9%
BF
637
Brucke Financial
Indiana
$641K +$641K +6,121 New
PBK
638
Peoples Bank (Kansas)
Kansas
$636K
SI
639
Stephens Inc
Arkansas
$631K +$6.71K +69 +1%
LF
640
Lantz Financial
Illinois
$630K -$37.4K -384 -6%
NRS
641
Neville Rodie & Shaw
New York
$629K
WPC
642
Wedmont Private Capital
Pennsylvania
$629K +$15.7K +158 +3%
M
643
MOTCO
Texas
$629K +$30.7K +315 +5%
LOIM
644
Liberty One Investment Management
Illinois
$627K -$16.8K -173 -3%
SIC
645
Salem Investment Counselors
North Carolina
$619K
DWM
646
Dakota Wealth Management
Florida
$617K -$16.4K -169 -3%
AFCM
647
Applied Finance Capital Management
Puerto Rico
$613K -$75.4K -775 -11%
CF
648
Centaurus Financial
California
$610K +$52.3K +537 +9%
NAM
649
NTV Asset Management
West Virginia
$605K
AWM
650
AE Wealth Management
Kansas
$605K +$12.3K +126 +2%