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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 %
SSWM
851
Smith Salley Wealth Management
North Carolina
$330K -$4.28K -44 -1%
RHAM
852
Round Hill Asset Management
California
$330K
SEP
853
Southland Equity Partners
Missouri
$329K +$37.1K +381 +13%
MGIA
854
Moneta Group Investment Advisors
Missouri
$328K +$3.6K +37 +1%
ACC
855
Acorn Creek Capital
Colorado
$328K -$1.95K -20 -0.6%
MSS
856
Mitchell Sinkler & Starr
Pennsylvania
$327K
BSTWA
857
Blake Schutter Theil Wealth Advisors
Ohio
$327K -$1.36K -14 -0.4%
GL
858
Graypoint LLC
New York
$327K -$37.4K -384 -10%
PWP
859
Pursue Wealth Partners
California
$326K
PSFG
860
Prairie Sky Financial Group
Illinois
$326K
KCM
861
Kanawha Capital Management
Virginia
$325K
HI
862
Hendershot Investments
Virginia
$324K
GWM
863
Gitterman Wealth Management
New Jersey
$323K +$24.2K +249 +8%
TW
864
Traveka Wealth
California
$321K -$21.5K -221 -6%
NCM
865
Northside Capital Management
Oregon
$321K +$73K +750 +29%
SFWA
866
Summit Financial Wealth Advisors
Louisiana
$320K
WC
867
Woodstock Corp
Massachusetts
$320K
CFG
868
Certior Financial Group
Pennsylvania
$320K +$320K +3,285 New
BC
869
Bayforest Capital
United Kingdom
$319K +$319K +3,275 New
FAM
870
Formidable Asset Management
Ohio
$318K
LCM
871
LCM Capital Management
Illinois
$317K +$487 +5 +0.2%
SFS
872
Stiles Financial Services
Minnesota
$316K
AWM
873
Angeles Wealth Management
California
$316K +$10.7K +110 +4%
LJAC
874
L.J. Altfest & Co
New York
$316K -$41.7K -429 -12%
HCP
875
Hexagon Capital Partners
Arkansas
$315K -$24.8K -255 -7%