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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 %
SG
1026
StoneX Group
New York
$218K +$218K +2,242 New
GP
1027
Guardian Partners
Canada
$218K +$218K +2,175 New
WDG
1028
Wealth Dimensions Group
Ohio
$218K +$681 +7 +0.3%
PAM
1029
Paradigm Asset Management
New York
$217K -$9.73K -100 -4%
SLG
1030
Stanley-Laman Group
Pennsylvania
$217K
SMC
1031
Smith, Moore & Co
Missouri
$216K +$27K +277 +14%
BBA
1032
Braun-Bostich & Associates
Pennsylvania
$216K -$12.9K -133 -6%
DFG
1033
Delta Financial Group
New Jersey
$216K
RWMG
1034
Redwood Wealth Management Group
New Jersey
$216K -$12.6K -130 -6%
ACM
1035
Allred Capital Management
Texas
$215K +$215K +2,213 New
MCM
1036
Mattern Capital Management
Colorado
$215K
BTW
1037
Boston Trust Walden
Massachusetts
$215K +$4.09K +42 +2%
GF
1038
Gimbal Financial
Indiana
$214K
BFC
1039
Blue Fin Capital
Rhode Island
$214K -$1.95K -20 -0.9%
SIS
1040
Sound Income Strategies
Florida
$214K +$211K +2,166 +7,220%
OFS
1041
OneAscent Financial Services
Alabama
$212K -$2.53K -26 -1%
RMDI
1042
R.M. Davis Inc
Maine
$212K +$6.33K +65 +3%
NWMG
1043
National Wealth Management Group
Ohio
$211K +$211K +2,172 New
CFG
1044
Clayton Financial Group
Missouri
$211K
BBW
1045
Blue Barn Wealth
Utah
$210K +$5.06K +52 +2%
CAM
1046
Cozad Asset Management
Illinois
$210K -$10.3K -106 -5%
VCWA
1047
Vanguard Capital Wealth Advisors
Colorado
$210K
CWM
1048
Connecticut Wealth Management
Connecticut
$209K +$3.5K +36 +2%
CIC
1049
Chilton Investment Company
Connecticut
$209K -$14.6K -150 -7%
FMI
1050
F/M Investments
District of Columbia
$209K