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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 %
MIM
976
Merrion Investment Management
New Jersey
$247K
WA1
977
Wimmer Associates 1
California
$246K -$52.5K -540 -18%
FFA
978
Founders Financial Alliance
North Carolina
$242K -$9.15K -94 -4%
LFA
979
Laraway Financial Advisors
Minnesota
$240K
CPIG
980
Chicago Partners Investment Group
Illinois
$239K +$239K +2,388 New
CIAS
981
CFS Investment Advisory Services
New Jersey
$239K +$4.76K +49 +2%
BGAI
982
Bruce G. Allen Investments
Colorado
$239K -$23.4K -240 -9%
EL
983
Essex LLC
Illinois
$238K
SSWM
984
Sheets Smith Wealth Management
North Carolina
$238K
LKIM
985
Lawson Kroeker Investment Management
Nebraska
$238K
IA
986
IFG Advisory
Georgia
$237K +$237K +2,439 New
PP
987
Pacifica Partners
Canada
$237K
NPF
988
Norris Perne & French
Michigan
$237K
HFS
989
Hopwood Financial Services
Virginia
$236K +$236K +2,425 New
FNB
990
Farmers National Bank
Kentucky
$235K +$235K +2,420 New
BCP
991
Berkeley Capital Partners
Georgia
$234K -$351K -3,608 -60%
TAM
992
Tucker Asset Management
Colorado
$234K +$232K +2,384 +11,352%
OWA
993
Opal Wealth Advisors
New York
$234K -$4.48K -46 -2%
IWM
994
IHT Wealth Management
Illinois
$234K -$79.1K -813 -25%
MKA
995
M. Kulyk & Associates
Georgia
$233K +$3.89K +40 +2%
FTUS
996
Flow Traders U.S.
New York
$233K +$233K +2,394 New
AIM
997
Aigen Investment Management
New York
$233K +$233K +2,394 New
RBFC
998
Roman Butler Fullerton & Co
Missouri
$232K +$232K +2,248 New
ACM
999
Argyle Capital Management
Pennsylvania
$231K
VST
1000
Van Strum & Towne
California
$231K +$38.9K +400 +20%