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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 %
OBGC
676
O'Brien Greene & Co
Pennsylvania
$554K +$12.1K +124 +2%
EGA
677
E&G Advisors
Texas
$549K
CIG
678
Cullen Investment Group
Louisiana
$546K -$23.7K -244 -4%
EWM
679
Empirical Wealth Management
Washington
$546K +$243K +2,496 +80%
Allianz Asset Management
680
Allianz Asset Management
Germany
$545K -$214K -2,200 -28%
OC
681
Oarsman Capital
Wisconsin
$545K -$22.2K -228 -4%
CS
682
Cannell & Spears
New York
$540K -$32.4K -333 -6%
SW
683
StrongBox Wealth
Missouri
$538K -$19.6K -201 -4%
FTA
684
Financial & Tax Architects
Missouri
$537K +$66.5K +683 +14%
RCAG
685
Rehmann Capital Advisory Group
Michigan
$535K -$79.8K -820 -13%
TWC
686
TD Waterhouse Canada
Ontario, Canada
$531K -$9.14K -94 -2%
RCM
687
Radnor Capital Management
Pennsylvania
$530K -$105K -1,075 -16%
PAMG
688
Patton Albertson Miller Group
Tennessee
$528K -$2.92K -30 -0.5%
MLA
689
MB, Levis & Associates
Pennsylvania
$526K
KSB
690
Kennebec Savings Bank
Maine
$524K -$9.93K -100 -2%
JWCA
691
J.W. Cole Advisors
Florida
$523K -$90.5K -930 -15%
AWM
692
Allen Wealth Management
North Carolina
$523K -$40.3K -414 -7%
NP
693
Nilsine Partners
Colorado
$522K -$1.95K -20 -0.4%
FWM
694
Forza Wealth Management
Florida
$521K
SCP
695
Sivia Capital Partners
California
$516K -$58.5K -601 -10%
GI
696
Gradient Investments
Minnesota
$514K +$6.91K +71 +1%
CFG
697
Carr Financial Group
Massachusetts
$514K
FOA
698
Five Oceans Advisors
California
$511K -$490K -5,037 -49%
SI
699
Seeds Investor
New York
$508K +$25.4K +261 +5%
CB
700
Cadence Bank
Mississippi
$507K -$31.2K -321 -6%