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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
17.67%
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 %
OP
1201
ORG Partners
Indiana
$23.7K -$73.3K -753 -76%
Credit Agricole
1202
Credit Agricole
France
$23.6K
BWAM
1203
Boyd Watterson Asset Management
Ohio
$23.1K
MFA
1204
McClarren Financial Advisors
Pennsylvania
$23K +$11.5K +121 +100%
RWS
1205
Retirement Wealth Solutions
Wisconsin
$22.7K +$22.7K +229 New
WAM
1206
WFA Asset Management
Wisconsin
$22.7K
HCM
1207
Hollencrest Capital Management
California
$22.6K
CAWM
1208
Capital A Wealth Management
Pennsylvania
$22.3K +$22.3K +229 New
ATC
1209
Adirondack Trust Company
New York
$22.2K -$5.94K -61 -21%
TFM
1210
TFC Financial Management
Massachusetts
$21.9K -$3.8K -39 -15%
EPW
1211
Endeavor Private Wealth
Kansas
$21.7K +$21.7K +223 New
CWM
1212
Cedar Wealth Management
California
$21.1K
CFFP
1213
Center for Financial Planning
Michigan
$20.4K
RTL
1214
Red Tortoise LLC
Georgia
$20.1K
CWM
1215
Centricity Wealth Management
Ohio
$19.7K +$19.7K +202 New
FFA
1216
Frazier Financial Advisors
Ohio
$19.5K -$6.91K -71 -26%
OLVIG
1217
Oliver Lagore Vanvalin Investment Group
Michigan
$19.5K
FUBT
1218
First United Bank & Trust
Maryland
$19.5K
MG
1219
MilWealth Group
Wisconsin
$19.5K +$19.5K +200 New
CWM
1220
Copia Wealth Management
Oregon
$19.5K +$19.5K +200 New
CWC
1221
Carolinas Wealth Consulting
North Carolina
$19.3K
DWM
1222
Darwin Wealth Management
Florida
$19.2K +$2.73K +28 +17%
CAM
1223
Close Asset Management
United Kingdom
$19K
CTB
1224
Country Trust Bank
Illinois
$18.9K
FFO
1225
Fortitude Family Office
Arizona
$18.7K -$12.5K -128 -40%