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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 %
FCH
801
Freestone Capital Holdings
Washington
$365K -$20.4K -210 -5%
RRA
802
Round Rock Advisors
Connecticut
$365K +$24.3K +250 +7%
Squarepoint
803
Squarepoint
New York
$365K +$365K +3,746 New
CFG
804
Chapman Financial Group
Hawaii
$363K +$363K +3,733 New
GT
805
Glenview Trust
Kentucky
$362K +$778 +8 +0.2%
PFBT
806
Parkside Financial Bank & Trust
Missouri
$361K +$2.14K +22 +0.6%
PB
807
Pinnacle Bancorp
Nebraska
$361K -$2.43K -25 -0.7%
IFWM
808
Institute for Wealth Management
Colorado
$360K -$3.21K -33 -0.9%
NDSI
809
Newman Dignan & Sheerar Inc
Rhode Island
$360K
DOA
810
D'Orazio & Associates
Virginia
$359K -$17K -175 -5%
WB
811
WesBanco Bank
West Virginia
$357K -$39.4K -405 -10%
SVWAG
812
Sound View Wealth Advisors Group
Georgia
$356K
BHBT
813
Burke & Herbert Bank & Trust
Virginia
$356K
AMIM
814
Aull & Monroe Investment Management
Alabama
$354K -$19.5K -200 -5%
Financial Engines Advisors
815
Financial Engines Advisors
California
$354K +$354K +3,640 New
CTC
816
Cetera Trust Company
Minnesota
$353K -$5.84K -60 -2%
BB
817
Berkshire Bank
Massachusetts
$353K -$58K -596 -14%
SW
818
Simplicity Wealth
New Jersey
$352K +$121K +1,244 +52%
Belvedere Trading
819
Belvedere Trading
Illinois
$352K -$19.7K -202 -5%
AWA
820
Arete Wealth Advisors
Illinois
$351K +$8.47K +87 +2%
FTWA
821
Fifth Third Wealth Advisors
Ohio
$351K +$64K +658 +22%
CCM
822
Crew Capital Management
Ohio
$350K
PCM
823
Pointe Capital Management
Michigan
$350K +$5.45K +56 +2%
APWM
824
Argonautica Private Wealth Management
Massachusetts
$350K +$27K +277 +8%
CCFCSB
825
Cape Cod Five Cents Savings Bank
Massachusetts
$350K