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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 %
CT
826
Colonial Trust
South Carolina
$349K +$59.8K +615 +21%
SMA
827
Seven Mile Advisory
New Jersey
$349K -$42.4K -436 -11%
HAM
828
Hickory Asset Management
Ohio
$349K +$349K +3,582 New
WKWM
829
Walter & Keenan Wealth Management
Indiana
$345K -$58.4K -600 -14%
RCM
830
RNC Capital Management
California
$345K -$13.3K -137 -4%
OL
831
Optas LLC
Texas
$345K -$25.8K -265 -7%
RSWM
832
Robertson Stephens Wealth Management
California
$343K +$20.4K +210 +6%
YIA
833
YHB Investment Advisors
Connecticut
$343K -$58.4K -600 -15%
CI
834
Cherokee Insurance
Michigan
$341K +$341K +3,500 New
MSFS
835
Main Street Financial Solutions
Pennsylvania
$340K -$89.6K -921 -21%
S
836
Sachetta
Massachusetts
$340K -$487 -5 -0.1%
LG
837
LaFleur & Godfrey
Michigan
$340K
MIA
838
MMBG Investment Advisors
Florida
$340K -$147K -1,510 -30%
MFF
839
Michels Family Financial
Texas
$339K +$339K +3,482 New
LA
840
Latitude Advisors
Florida
$339K -$2.14K -22 -0.6%
MW
841
Maia Wealth
Colorado
$337K +$92.6K +896 +38%
DDC
842
DF Dent & Co
Maryland
$337K
Verition Fund Management
843
Verition Fund Management
Connecticut
$337K +$337K +3,464 New
GQG Partners
844
GQG Partners
Florida
$336K -$21.6K -222 -6%
KWMG
845
King Wealth Management Group
Florida
$336K
PCA
846
Prosperity Capital Advisors
Ohio
$334K -$64.3K -661 -16%
SWP
847
Sagespring Wealth Partners
Tennessee
$334K +$334K +3,434 New
WA
848
Wealth Alliance
New York
$333K -$9.15K -94 -3%
PFWA
849
Paces Ferry Wealth Advisors
Georgia
$333K -$15.1K -155 -4%
TSW
850
Three Seasons Wealth
Utah
$331K