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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 %
CWM
701
Cordatus Wealth Management
Pennsylvania
$505K +$2.05K +21 +0.4%
PTC
702
Private Trust Company
Ohio
$504K +$34.5K +355 +7%
GFG
703
Goldstone Financial Group
Illinois
$501K +$81K +832 +19%
AIM
704
Alhambra Investment Management
Florida
$498K +$8.56K +88 +2%
CWM
705
Circle Wealth Management
New Jersey
$498K +$28.6K +294 +6%
CC
706
Centiva Capital
New York
$498K +$278K +2,856 +126%
DT
707
Diversified Trust
Tennessee
$498K +$1.85K +19 +0.4%
PWG
708
Portside Wealth Group
Utah
$498K +$72.2K +742 +17%
CAL
709
Capital Analysts LLC
Pennsylvania
$495K
GCM
710
Gallacher Capital Management
Colorado
$492K +$12.1K +124 +3%
GI
711
GAMMA Investing
California
$489K -$40.2K -413 -8%
BFC
712
Bedel Financial Consulting
Indiana
$488K
BW
713
BXM Wealth
Colorado
$487K +$487K +5,005 New
NCM
714
Northwest Capital Management
Oregon
$487K
VBCG
715
Valley Brook Capital Group
Pennsylvania
$483K
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$478K
JWA
717
JFS Wealth Advisors
Pennsylvania
$478K -$10.1K -104 -2%
PCS
718
Personal CFO Solutions
New Jersey
$478K -$8.95K -92 -2%
FAT
719
First American Trust
California
$478K -$19.9K -205 -4%
PFP
720
Pinnacle Financial Partners
Tennessee
$476K +$19.6K +198 +4%
NSAM
721
North Star Asset Management
Wisconsin
$474K
HCM
722
Hall Capital Management
Rhode Island
$473K +$473K +4,857 New
MCM
723
Mill Capital Management
North Carolina
$472K -$242K -2,483 -34%
PL
724
Plancorp LLC
Missouri
$469K +$2.04K +21 +0.4%
Lazard Asset Management
725
Lazard Asset Management
New York
$465K -$49.2K -506 -10%