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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 %
PT
1051
Plimoth Trust
Massachusetts
$209K
JF
1052
Jump Financial
Illinois
$208K +$208K +2,135 New
PFG
1053
Prospect Financial Group
Virginia
$207K +$207K +2,127 New
FG
1054
Foster Group
Iowa
$207K +$28.1K +289 +16%
BIA
1055
Barry Investment Advisors
Massachusetts
$206K
Thrivent Financial for Lutherans
1056
Thrivent Financial for Lutherans
Minnesota
$204K +$204K +1,933 New
SGK
1057
Steigerwald Gordon & Koch
Virginia
$203K
PFSC
1058
Peoples Financial Services Corp
Pennsylvania
$203K -$26.6K -273 -12%
CA
1059
CoreCap Advisors
Michigan
$202K +$50.9K +523 +34%
ICP
1060
Interchange Capital Partners
Pennsylvania
$202K -$9.05K -93 -4%
WA
1061
Wealthstream Advisors
New York
$202K +$5.35K +55 +3%
CIC
1062
Crawford Investment Counsel
Georgia
$201K +$3.11K +32 +2%
HBW
1063
Hazlett, Burt & Watson
West Virginia
$201K
ERWM
1064
Elk River Wealth Management
Colorado
$200K
RS
1065
R Squared
Hong Kong
$196K +$196K +2,010 New
Bank Julius Baer & Co
1066
Bank Julius Baer & Co
Switzerland
$195K +$195K +1,812 New
CFGS
1067
Concourse Financial Group Securities
Alabama
$194K +$88K +896 +83%
USB
1068
Union Savings Bank
Connecticut
$185K
HIA
1069
Harbor Investment Advisory
Maryland
$178K
FP
1070
Financial Perspectives
Minnesota
$173K
IA
1071
IFP Advisors
Florida
$168K +$34.4K +354 +26%
Mitsubishi UFJ Asset Management
1072
Mitsubishi UFJ Asset Management
Japan
$168K -$16.3K -167 -9%
TSMHT
1073
Thurston Springer Miller Herd & Titak
Indiana
$164K +$105K +1,077 +176%
CB
1074
Community Bank
New York
$158K
BLC
1075
Brown, Lisle/Cummings
Rhode Island
$153K -$38.9K -400 -20%