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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 %
CWM
876
Cornerstone Wealth Management
Missouri
$315K +$56.4K +580 +22%
CCM
877
Canal Capital Management
Virginia
$314K -$196K -2,010 -38%
WS
878
Wedbush Securities
California
$314K -$42.2K -433 -12%
ATPW
879
Ashton Thomas Private Wealth
Arizona
$309K +$20.5K +211 +7%
CCG
880
Cypress Capital Group
Florida
$307K -$29.2K -300 -9%
ECG
881
Edge Capital Group
Georgia
$307K +$8.66K +89 +3%
CP
882
Canopy Partners
Ohio
$305K +$2.43K +25 +0.8%
BHWM
883
Bar Harbor Wealth Management
New Hampshire
$305K -$52.2K -536 -15%
CIAS
884
Capital Investment Advisory Services
North Carolina
$305K -$779 -8 -0.3%
MEG
885
Millstone Evans Group
Colorado
$305K +$305K +3,132 New
V
886
ViaWealth
Kansas
$304K -$7.2K -74 -2%
EWA
887
EverSource Wealth Advisors
Alabama
$304K +$40.9K +420 +16%
DA
888
Dillon & Associates
Michigan
$304K -$9.7K -100 -3%
PCA
889
Peddock Capital Advisors
Massachusetts
$304K
MWM
890
Mosley Wealth Management
California
$303K +$43.2K +420 +17%
RFG
891
Range Financial Group
Oregon
$303K +$303K +3,117 New
KFI
892
Key Financial Inc
Pennsylvania
$303K
HCA
893
Heck Capital Advisors
Wisconsin
$302K -$389 -4 -0.1%
TM
894
TigerOak Management
New Mexico
$301K +$301K +3,096 New
MJP
895
Michael J. Puzo
$300K -$413K -4,240 -58%
WCF
896
West Coast Financial
California
$300K
AA
897
Ancora Advisors
Ohio
$299K
BC
898
Belmont Capital
California
$298K
FFN
899
Focus Financial Network
Minnesota
$297K -$2.92K -30 -1%
PI
900
PFG Investments
New York
$297K -$4.28K -44 -1%