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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 %
MFIM
726
Mesirow Financial Investment Management
Illinois
$464K +$19.5K +200 +4%
CWP
727
Cyndeo Wealth Partners
Florida
$460K +$12K +123 +3%
CA
728
Cullinan Associates
Kentucky
$457K
SIA
729
Strategic Investment Advisors
Michigan
$455K +$14.4K +148 +3%
JIC
730
Joel Isaacson & Co
New York
$455K -$15.6K -160 -3%
DAS
731
Diversify Advisory Services
Utah
$455K -$12.7K -128 -3%
WT
732
Washington Trust
Rhode Island
$454K +$19.5K +200 +4%
MSA
733
Marino Stram & Associates
Massachusetts
$452K +$19.5K +200 +5%
RPC
734
Rossmore Private Capital
Connecticut
$450K
FCCM
735
First City Capital Management
Georgia
$450K -$71.5K -735 -14%
IAS
736
Insigneo Advisory Services
Florida
$450K +$6.52K +67 +1%
Two Sigma Advisers
737
Two Sigma Advisers
New York
$448K +$87.6K +900 +24%
BCM
738
Beddow Capital Management
Wyoming
$447K +$131K +1,350 +42%
MAA
739
Mraz Amerine & Associates
California
$447K
Legal & General Group
740
Legal & General Group
United Kingdom
$446K +$33K +339 +8%
SP
741
Stablepoint Partners
Massachusetts
$443K +$6.03K +62 +1%
ACA
742
Atlas Capital Advisors
Wyoming
$441K +$370K +3,800 +519%
SF
743
Summit Financial
New Jersey
$439K +$70.5K +725 +19%
CHAM
744
Clear Harbor Asset Management
Connecticut
$437K +$6.81K +70 +2%
GC
745
Grimes & Company
Massachusetts
$437K -$8.17K -84 -2%
SFO
746
Stokes Family Office
Louisiana
$436K +$436K +4,484 New
RCG
747
Regatta Capital Group
California
$429K -$6.71K -69 -2%
FPAS
748
Focus Partners Advisor Solutions
Missouri
$428K +$143K +1,468 +50%
VCM
749
Violich Capital Management
California
$428K -$1.46K -15 -0.3%
IAA
750
Independent Advisor Alliance
North Carolina
$424K +$80.4K +826 +23%