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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 %
ClearBridge Investments
1001
ClearBridge Investments
New York
$229K
KCM
1002
Kendall Capital Management
Maryland
$228K
HSA
1003
HBK Sorce Advisory
Pennsylvania
$228K +$4.09K +42 +2%
NRC
1004
New Republic Capital
North Carolina
$228K +$31.7K +326 +16%
GLA
1005
Good Life Advisors
Pennsylvania
$228K -$4.18K -43 -2%
SIC
1006
Shoker Investment Counsel
Ohio
$227K
KCFA
1007
Key Client Fiduciary Advisors
New Jersey
$227K
NFP
1008
Narus Financial Partners
Utah
$227K +$3.21K +33 +1%
HWM
1009
Horizon Wealth Management
Illinois
$226K +$3.21K +33 +1%
OC
1010
Oakworth Capital
Alabama
$226K
PCP
1011
Proficio Capital Partners
Massachusetts
$225K +$225K +2,312 New
CBT
1012
CoreFirst Bank & Trust
Kansas
$225K +$11.7K +120 +5%
CAG
1013
Crestwood Advisors Group
Massachusetts
$225K +$19.9K +205 +10%
PJSIMP
1014
P.J. Schmidt Investment Management (PJS)
Wisconsin
$224K
EL
1015
EWA LLC
Pennsylvania
$224K +$3.89K +40 +2%
RT
1016
Rockland Trust
Massachusetts
$223K
WPP
1017
Whalerock Point Partners
Rhode Island
$223K -$6.91K -71 -3%
MLL
1018
Moody Lynn & Lieberson
Massachusetts
$223K
CW
1019
CreativeOne Wealth
Kansas
$222K -$437K -4,492 -66%
SWM
1020
SeaCrest Wealth Management
New York
$221K +$221K +2,271 New
IF
1021
Intrua Financial
Texas
$220K -$2.82K -29 -1%
FSA
1022
Financial Security Advisor
Virginia
$220K
AIA
1023
Angeles Investment Advisors
California
$219K -$19.9K -205 -8%
TWP
1024
Tyche Wealth Partners
Texas
$219K
DCBT
1025
Dakota Community Bank & Trust
North Dakota
$218K