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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 %
CT
1151
Clearstead Trust
Maine
$50.6K +$50.6K +520 New
PWA
1152
Provenance Wealth Advisors
Florida
$48.7K
CTA
1153
Colonial Trust Advisors
South Carolina
$48.7K
KIM
1154
Kestra Investment Management
Texas
$47.2K +$47.2K +485 New
RBC
1155
Roble Belko & Company
Pennsylvania
$46K
BCA
1156
Bray Capital Advisors
Florida
$45.4K
VWM
1157
Vermillion Wealth Management
Minnesota
$45.2K +$45.2K +465 New
CWM
1158
Crowley Wealth Management
Delaware
$45.2K +$45.2K +464 New
CFD
1159
Creative Financial Designs
Indiana
$43.7K -$1.85K -19 -4%
CSWM
1160
Cassady Schiller Wealth Management
Ohio
$43.2K
PCTC
1161
Perkins Coie Trust Company
Washington
$42K -$9.44K -97 -18%
POIA
1162
Pin Oak Investment Advisors
Texas
$42K
PWMG
1163
Prestige Wealth Management Group
New Jersey
$41.4K
MCM
1164
Manchester Capital Management
Vermont
$40.4K
HNB
1165
Hilltop National Bank
Wyoming
$38.9K
FDW
1166
Fourth Dimension Wealth
Ohio
$38.9K +$38.9K +400 New
BWL
1167
Bogart Wealth LLC
Virginia
$38.1K +$2.04K +21 +6%
BA
1168
Bellwether Advisors
Nebraska
$37.9K +$37.9K +389 New
AGWCA
1169
Annis Gardner Whiting Capital Advisors
Florida
$36.9K
WB
1170
Webster Bank
Connecticut
$36.5K
ME
1171
McIlrath & Eck
Washington
$36.5K
CYG
1172
Clean Yield Group
Vermont
$36.4K
SC
1173
Solstein Capital
California
$36.2K
WA
1174
WPG Advisers
Maryland
$36.2K +$36.2K +372 New
FFA
1175
Fairfield Financial Advisors
Massachusetts
$36.1K -$11.2K -115 -24%