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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 %
VHAM
1126
Van Hulzen Asset Management
California
$66.6K +$66.6K +684 New
CIA
1127
Cape Investment Advisory
Georgia
$66.5K +$6.42K +66 +11%
BL
1128
BFSG LLC
California
$65.2K -$32.1K -330 -33%
DF
1129
Dunhill Financial
United Kingdom
$64.6K +$15.3K +157 +31%
MMCM
1130
Murphy & Mullick Capital Management
New York
$63.3K +$63.3K +650 New
SS
1131
Sunbelt Securities
Texas
$63.1K -$292 -3 -0.5%
HDIM
1132
Hanson & Doremus Investment Management
Vermont
$61K
AWM
1133
Accredited Wealth Management
Kentucky
$60.8K +$60.8K +625 New
SO
1134
Sierra Ocean
California
$60.7K +$60.7K +624 New
FFC
1135
First Financial Corp
Indiana
$59.2K +$97 +1 +0.2%
PFA
1136
Pathway Financial Advisers
Indiana
$57.8K
GFPC
1137
Global Financial Private Client
Florida
$56.6K
W
1138
WealthCollab
Washington
$55.2K +$1.75K +18 +3%
BIG
1139
Brooklyn Investment Group
New York
$54.8K +$54.8K +563 New
MTIC
1140
Missouri Trust & Investment Company
Missouri
$53.9K -$2.34K -24 -4%
DSC
1141
Duncker Streett & Co
Missouri
$53.7K -$42.8K -440 -44%
CAS
1142
Coppell Advisory Solutions
Texas
$53.6K -$5.16K -53 -9%
ZB
1143
Zions Bancorporation
Utah
$53.4K -$15.6K -160 -23%
CB
1144
Centennial Bank
Arkansas
$53K
SWM
1145
Sugarloaf Wealth Management
Georgia
$52.9K
MSWA
1146
Marshall & Sterling Wealth Advisors
New York
$52.4K +$52.4K +539 New
OCM
1147
Orion Capital Management
California
$51.9K +$51.9K +533 New
OIA
1148
Optimum Investment Advisors
Illinois
$51.6K
PK
1149
Pflug Koory
Nebraska
$51.1K
PAM
1150
Parvin Asset Management
South Dakota
$51.1K +$51.1K +525 New