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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 %
EWP
1176
Elevation Wealth Partners
California
$34.1K
FMP
1177
Financial Management Professionals
Texas
$34K -$7.79K -80 -19%
AF
1178
Advisornet Financial
Minnesota
$33.8K +$1.95K +20 +6%
WTA
1179
Washington Trust Advisors
Massachusetts
$33.7K -$34.4K -353 -51%
BCMLT
1180
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.6K
RFS
1181
Richardson Financial Services
Massachusetts
$30.6K +$3.02K +31 +11%
PSFG
1182
Park Square Financial Group
Georgia
$30.5K +$30.5K +313 New
CSPIA
1183
Cary Street Partners Investment Advisory
Virginia
$29.5K -$839K -8,620 -97%
ADL
1184
Asset Dedication LLC
California
$29.5K
MVIP
1185
Mar Vista Investment Partners
California
$29.2K
TC
1186
Trust Company
Kansas
$29.2K +$9.73K +100 +50%
Toronto Dominion Bank
1187
Toronto Dominion Bank
Ontario, Canada
$29K
LB
1188
Legacy Bridge
Iowa
$28.4K
VWA
1189
VSM Wealth Advisory
Maryland
$28.4K +$28.4K +292 New
UBP
1190
Union Bancaire Privee
Switzerland
$27.4K +$27.4K +281 New
LWMI
1191
Legacy Wealth Management (Idaho)
Idaho
$26K
LIS
1192
Legacy Investment Solutions
Idaho
$26K
GKIM
1193
GW&K Investment Management
Massachusetts
$26K
NMG
1194
New Millennium Group
Utah
$26K
HI
1195
Human Investing
Oregon
$25.5K +$25.5K +262 New
SVCP
1196
Silicon Valley Capital Partners
California
$24.9K
BONH
1197
Bank of New Hampshire
New Hampshire
$24.8K
RBI
1198
Raiffeisen Bank International
Austria
$24.6K +$24.6K +255 New
AFG
1199
Albion Financial Group
Utah
$24.4K +$15.6K +160 +176%
RMC
1200
Resources Management Corp
Connecticut
$24K