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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 %
AIP
901
Almanack Investment Partners
Pennsylvania
$297K +$3.6K +37 +1%
IWA
902
Icon Wealth Advisors
Texas
$294K -$1.17K -12 -0.4%
EFSCE
903
Enterprise Financial Services Corp (EFSC)
Missouri
$293K +$15.6K +160 +6%
HIP
904
HUB Investment Partners
Texas
$293K -$12.2K -125 -4%
SL
905
Sentry LLC
Tennessee
$293K
BIA
906
Beacon Investment Advisors
Maryland
$292K
HWMG
907
Hurlow Wealth Management Group
Indiana
$289K
PCMN
908
Paradigm Capital Management (Nevada)
Nevada
$287K
WHC
909
Wulff, Hansen & Co
California
$287K -$9.73K -100 -3%
TNB
910
Thomasville National Bank
Georgia
$286K -$37K -380 -11%
HP
911
Haven Private
Florida
$286K +$286K +2,939 New
TF
912
Tompkins Financial
New York
$283K
JSW
913
Journey Strategic Wealth
New Jersey
$281K +$11.5K +118 +4%
AIA
914
Armor Investment Advisors
North Carolina
$280K
HNWAG
915
High Net Worth Advisory Group
Florida
$279K
VC
916
Vicus Capital
Pennsylvania
$279K
OL
917
one8zero8 LLC
North Carolina
$279K +$279K +2,864 New
WAM
918
Weatherly Asset Management
California
$278K
KFA
919
Kapstone Financial Advisors
Ohio
$277K
BB
920
Busey Bank
Illinois
$277K -$584 -6 -0.2%
PDL
921
Portfolio Design Labs
California
$277K +$277K +2,842 New
BFW
922
Brady Family Wealth
Missouri
$275K -$41.7K -429 -13%
GTAM
923
Global Trust Asset Management
Florida
$275K -$2.92K -30 -1%
SMA
924
Sage Mountain Advisors
Georgia
$274K -$76.2K -783 -22%
WANY
925
Wealthspire Advisors (New York)
New York
$273K -$42.8K -440 -14%