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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 %
FDCP
1101
Foster Dykema Cabot & Partners
Massachusetts
$113K -$10K -103 -8%
SOW
1102
State of Wyoming
Wyoming
$110K
GBT
1103
Grove Bank & Trust
Florida
$102K -$17.2K -177 -14%
GEA
1104
Glen Eagle Advisors
New Jersey
$101K
AAP
1105
Arax Advisory Partners
Colorado
$101K +$5.26K +54 +5%
Nisa Investment Advisors
1106
Nisa Investment Advisors
Missouri
$99.5K +$48.7K +500 +96%
CA
1107
Continuum Advisory
Idaho
$99.4K +$9.24K +95 +10%
SS
1108
SBI Securities
Japan
$96.6K +$96.6K +993 New
HNW
1109
High Note Wealth
Minnesota
$95.2K +$95.2K +978 New
LWANC
1110
Laurel Wealth Advisors (North Carolina)
North Carolina
$94.8K
CNBTD
1111
Citizens National Bank Trust Department
Mississippi
$90K
KWAG
1112
Kiely Wealth Advisory Group
North Carolina
$88.9K
CFS
1113
CGC Financial Services
Oregon
$84.9K
CSB
1114
City State Bank
Iowa
$83.2K
HC
1115
Hoese & Co
Minnesota
$80.3K
ST
1116
Smithfield Trust
Pennsylvania
$79K
Parallax Volatility Advisers
1117
Parallax Volatility Advisers
California
$78.1K +$78.1K +803 New
EDRH
1118
Edmond de Rothschild Holding
Switzerland
$77.8K
VCM
1119
Versant Capital Management
Arizona
$76.4K +$67.7K +696 +782%
CA
1120
Crewe Advisors
Utah
$75.4K
CBT
1121
Crews Bank & Trust
Florida
$72.5K +$72.5K +745 New
GSWM
1122
Golden State Wealth Management
California
$69.1K +$69.1K +710 New
1L
1123
10Elms LLP
Oklahoma
$68.1K
AA
1124
AlphaMark Advisors
Kentucky
$68K
CFG
1125
CKW Financial Group
Hawaii
$68K