NVS icon

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 %
RC
926
Roundview Capital
New Jersey
$273K +$14.5K +149 +6%
RFO
927
RiverGlades Family Offices
Florida
$272K
FPW
928
Flywheel Private Wealth
California
$272K +$272K +2,797 New
WAP
929
Wealthcare Advisory Partners
Pennsylvania
$271K -$18K -185 -6%
AA
930
Addison Advisors
Vermont
$271K +$487 +5 +0.2%
AIIMS
931
Analyst IMS Investment Management Services
Israel
$271K
EIM
932
Essex Investment Management
Massachusetts
$270K
FFS
933
Founders Financial Securities
Maryland
$270K -$4.87K -50 -2%
AL
934
Aspiriant LLC
California
$270K -$3.6K -37 -1%
LCGC
935
Legacy Capital Group California
California
$269K
SAM
936
Synergy Asset Management
Washington
$269K +$269K +2,686 New
JC
937
Jacobs & Co
California
$267K
FMWA
938
Forvis Mazars Wealth Advisors
Missouri
$266K -$4.09K -42 -2%
LI
939
LRI Investments
Florida
$266K -$195K -2,000 -42%
GWANC
940
Guardian Wealth Advisors (North Carolina)
North Carolina
$266K
NG
941
Northstar Group
New York
$266K
KMWM
942
Keudell/Morrison Wealth Management
Oregon
$265K +$681 +7 +0.3%
MHC
943
May Hill Capital
Massachusetts
$265K +$265K +2,724 New
PTC
944
Philadelphia Trust Company
Pennsylvania
$264K
KA
945
Klingman & Associates
New York
$264K +$6.81K +70 +3%
QCIG
946
Quad-Cities Investment Group
Iowa
$263K
EWM
947
Elmwood Wealth Management
California
$263K +$4.18K +43 +2%
WAAG
948
Wealth Alliance Advisory Group
Kansas
$263K -$9.73K -100 -4%
CMS
949
Capital Market Strategies
Florida
$263K
NME
950
Notis-McConarty Edward
$263K -$98.8K -1,015 -27%