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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 %
SC
651
Schulhoff & Co
Ohio
$604K
TI
652
Tidal Investments
Wisconsin
$601K +$47.9K +492 +9%
DJSG
653
D.J. St. Germain
Massachusetts
$601K +$66.1K +679 +12%
BJL
654
Brighton Jones LLC
Washington
$599K +$259K +2,666 +76%
1832 Asset Management
655
1832 Asset Management
Ontario, Canada
$598K -$20.6K -212 -3%
HWMO
656
Heritage Wealth Management (Ohio)
Ohio
$597K
CB
657
CNB Bank
Pennsylvania
$596K -$94.7K -973 -14%
HFO
658
Heritage Family Offices
Arizona
$594K +$10.9K +112 +2%
PSP
659
Principal Street Partners
Tennessee
$592K +$97 +1 +0%
VH
660
Visionary Horizons
Tennessee
$592K -$17.5K -180 -3%
JWM
661
Jeppson Wealth Management
California
$591K -$26.8K -275 -4%
IC
662
Iconiq Capital
California
$591K +$197K +2,020 +50%
MMPW
663
Mitchell McLeod Pugh & Williams
Alabama
$586K +$3.89K +40 +0.7%
RFC
664
Regions Financial Corp
Alabama
$585K +$10.2K +105 +2%
ATIA
665
American Trust Investment Advisors
New Hampshire
$581K +$77.8K +800 +15%
B
666
Bailard
California
$580K +$27.5K +283 +5%
HCM
667
Hutner Capital Management
Vermont
$574K +$323K +3,324 +129%
CFP
668
Cascade Financial Partners
California
$572K -$4.87K -50 -0.8%
CCM
669
Causeway Capital Management
California
$571K -$148K -1,516 -21%
1WM
670
1900 Wealth Management
Texas
$567K
STA
671
Summit Trail Advisors
New York
$562K +$58.7K +603 +12%
MWM
672
Modera Wealth Management
New Jersey
$562K +$33.2K +341 +6%
PM
673
Penbrook Management
New York
$561K
IP
674
Ignite Planners
California
$559K +$22.9K +235 +4%
CFO
675
CVA Family Office
Colorado
$557K