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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 %
FC
1076
Fairscale Capital
New Hampshire
$151K
AT
1077
Avalon Trust
New Mexico
$150K +$3.7K +38 +3%
HWA
1078
Heritage Wealth Advisors
Virginia
$146K
HWA
1079
HHM Wealth Advisors
Tennessee
$146K +$97.3K +1,000 +199%
GIA
1080
GHP Investment Advisors
Colorado
$146K -$14.5K -149 -9%
WA
1081
Whipplewood Advisors
Colorado
$146K +$146K +1,497 New
AWM
1082
AllSquare Wealth Management
New York
$144K
HBT
1083
Hills Bank & Trust
Iowa
$141K +$8.86K +91 +7%
TFA
1084
Transamerica Financial Advisors
Florida
$141K -$11.5K -118 -8%
UCB
1085
United Community Bank
South Carolina
$140K
PWA
1086
Physician Wealth Advisors
Utah
$140K +$140K +1,441 New
PSB
1087
Piscataqua Savings Bank
New Hampshire
$139K
CWP
1088
Concord Wealth Partners
Virginia
$136K -$29.9K -307 -18%
NSIM
1089
North Star Investment Management
Illinois
$132K -$3.21K -33 -2%
Barclays
1090
Barclays
United Kingdom
$128K -$2.57M -26,338 -95%
RI
1091
Ridgewood Investments
New Jersey
$127K
MHR
1092
Matthew Hamilton Rosenberg
$127K -$681 -7 -0.5%
AP
1093
Advisors Preferred
Maryland
$127K +$127K +1,305 New
RAM
1094
Ramirez Asset Management
New York
$127K
MMG
1095
Monetary Management Group
Missouri
$123K
GWSG
1096
GPS Wealth Strategies Group
Colorado
$120K
TC
1097
Tacita Capital
Ontario, Canada
$117K
LFG
1098
Larson Financial Group
Missouri
$116K -$3.41K -35 -3%
FPB
1099
First PREMIER Bank
South Dakota
$114K -$22.8K -235 -17%
EWM
1100
Evermay Wealth Management
Virginia
$113K -$1.17K -12 -1%