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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 %
FFG
776
Fiduciary Financial Group
California
$394K +$8.03K +81 +2%
SAM
777
S.A. Mason
Michigan
$393K
CA
778
Claro Advisors
Massachusetts
$385K -$66.6K -684 -15%
TYCC
779
Texas Yale Capital Corp
Florida
$385K +$28.2K +290 +8%
MTC
780
McDaniel Terry & Co
Texas
$383K -$219K -2,250 -36%
ESB
781
Essex Savings Bank
Connecticut
$383K +$7.01K +72 +2%
AAM
782
Aureus Asset Management
Massachusetts
$381K +$194K +1,989 +103%
CH
783
Cromwell Holdings
Wyoming
$381K +$68.6K +705 +22%
TLCM
784
Twin Lakes Capital Management
California
$380K
MSAM
785
Moloney Securities Asset Management
Missouri
$376K +$36.5K +375 +11%
CF
786
Convergence Financial
Missouri
$375K +$5.64K +58 +2%
KAM
787
Knightsbridge Asset Management
California
$375K +$44.5K +457 +13%
NI
788
Natural Investments
California
$374K +$374K +3,851 New
FHA
789
Flagship Harbor Advisors
Massachusetts
$374K +$25.5K +262 +7%
VC
790
Veracity Capital
Georgia
$373K -$12.8K -132 -3%
LC
791
Lindbrook Capital
California
$371K -$11K -113 -3%
CIA
792
Cohen Investment Advisors
New Hampshire
$371K +$11.3K +116 +3%
GG
793
Greenwood Gearhart
Arkansas
$371K +$25.1K +258 +7%
BMO
794
Beck Mack & Oliver
New York
$370K
AHL
795
Abel Hall LLC
Louisiana
$369K +$7.98K +82 +2%
HBWM
796
Hollow Brook Wealth Management
New York
$369K
BTWM
797
Baker Tilly Wealth Management
Wisconsin
$368K -$7.49K -77 -2%
RTC
798
Riverview Trust Company
Washington
$366K
HIIFS
799
Harel Insurance Investments & Financial Services
Israel
$366K +$33.4K +343 +10%
EH
800
Equitable Holdings
New York
$366K +$23.3K +239 +7%