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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 %
OAM
951
Occidental Asset Management
California
$262K
FCBT
952
First Citizens Bank & Trust
North Carolina
$261K +$68.7K +706 +36%
CCG
953
Catalina Capital Group
California
$261K +$67.8K +697 +35%
RCA
954
Resonant Capital Advisors
Wisconsin
$260K +$15.8K +162 +6%
AA
955
Argent Advisors
Louisiana
$260K
APF
956
Alaska Permanent Fund
Alaska
$260K
BGC
957
Beutel, Goodman & Co
Ontario, Canada
$260K -$24.3K -250 -9%
IPW
958
Intergy Private Wealth
Colorado
$258K +$15K +154 +6%
CBTWT
959
Community Bank & Trust (Waco, Texas)
Texas
$258K -$97 -1 -0%
MFG
960
Magnus Financial Group
New York
$257K
PTP
961
Platform Technology Partners
New York
$256K -$97 -1 -0%
SAA
962
Southeast Asset Advisors
Georgia
$255K
MWA
963
Meridian Wealth Advisors
Texas
$253K
X
964
Xponance
Pennsylvania
$253K +$12.7K +131 +5%
CPRC
965
Consolidated Portfolio Review Corp
New York
$253K
SWM
966
Spire Wealth Management
Virginia
$252K +$1.27K +13 +0.5%
FCA
967
FLC Capital Advisors
California
$252K +$21.4K +220 +9%
CIA
968
Compass Ion Advisors
Pennsylvania
$251K -$7.98K -82 -3%
ES
969
Eagle Strategies
New York
$250K
GWM
970
GSB Wealth Management
Connecticut
$250K -$97 -1 -0%
AP
971
Adero Partners
California
$250K -$23.4K -240 -9%
BP
972
BBR Partners
New York
$250K
AEPWM
973
Atlantic Edge Private Wealth Management
Florida
$249K
LWM
974
Liberty Wealth Management
California
$248K +$28.8K +296 +13%
AWAU
975
Alliance Wealth Advisors (Utah)
Utah
$247K +$247K +2,536 New