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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 %
AI
751
AdvisorShares Investments
Maryland
$424K +$424K +4,360 New
TFA
752
Tranquilli Financial Advisor
New Jersey
$422K -$1.85K -19 -0.4%
WG
753
Wealth Group
North Carolina
$421K -$17.3K -178 -4%
VAM
754
Verity Asset Management
North Carolina
$417K +$52.8K +543 +15%
CT
755
Chicago Trust
Illinois
$417K -$1.65K -17 -0.4%
LRIA
756
Leonard Rickey Investment Advisors
Washington
$417K +$7.49K +77 +2%
SQA
757
Simon Quick Advisors
New Jersey
$414K +$6.52K +67 +2%
CFMC
758
Curbstone Financial Management Corp
New Hampshire
$414K +$20.6K +212 +5%
NL
759
NWAM LLC
Washington
$414K +$18.1K +186 +5%
PWP
760
Principle Wealth Partners
Connecticut
$413K
HSG
761
Helen Stephens Group
Texas
$411K
SPC
762
Sigma Planning Corp
Michigan
$410K -$98.5K -1,012 -19%
CIA
763
Capital Investment Advisors
Georgia
$409K -$2.14K -22 -0.5%
IP
764
Intellectus Partners
California
$405K -$9.73K -100 -2%
MWM
765
Meridian Wealth Management
Kentucky
$405K +$10.3K +106 +3%
PWAM
766
Pinnacle West Asset Management
Wyoming
$404K +$2.43K +25 +0.6%
CIA
767
Concurrent Investment Advisors
Florida
$403K +$39.8K +409 +11%
CWA
768
Crux Wealth Advisors
California
$402K +$402K +4,132 New
TFS
769
Thoroughbred Financial Services
Tennessee
$401K +$12.9K +133 +3%
CPBTD
770
Central Pacific Bank - Trust Division
Hawaii
$399K -$4.87K -50 -1%
RF
771
Roxbury Financial
New Jersey
$399K +$399K +3,769 New
ANBT
772
American National Bank & Trust
Texas
$399K
PWMAG
773
Pinnacle Wealth Management Advisory Group
New Jersey
$395K
HPC
774
HM Payson & Co
Maine
$395K +$87.5K +899 +28%
ACP
775
Argyle Capital Partners
California
$395K +$395K +4,061 New