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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 %
BIA
1226
Bell Investment Advisors
California
$18.7K +$1.95K +20 +12%
EBA
1227
Eagle Bay Advisors
New York
$17.9K
QPBE
1228
Quintet Private Bank (Europe)
Luxembourg
$17.6K
CWM
1229
Consultiva Wealth Management
Puerto Rico
$17.5K +$17.5K +180 New
RMP
1230
Richards, Merrill & Peterson
Washington
$16.7K +$16.7K +172 New
AIC
1231
Archer Investment Corporation
Indiana
$16.6K
MAS
1232
MPWM Advisory Solutions
Georgia
$16.6K +$16.6K +171 New
T
1233
Transce3nd
Texas
$16.1K +$16.1K +165 New
GJIA
1234
Glass Jacobson Investment Advisors
Maryland
$14.8K +$1.75K +18 +13%
PPC
1235
Park Place Capital
Alabama
$14.8K
BHWM
1236
Beaird Harris Wealth Management
Texas
$14.4K -$54.1K -556 -79%
Ninety One (UK)
1237
Ninety One (UK)
United Kingdom
$14.3K
SFG
1238
Stonebridge Financial Group
Pennsylvania
$14.2K +$14.2K +146 New
SFO
1239
Standard Family Office
South Dakota
$14K -$18.7K -192 -57%
CMP
1240
Coston McIsaac & Partners
Maine
$14K
WBC
1241
West Branch Capital
Massachusetts
$13.6K -$5.84K -60 -30%
CHC
1242
City Holding Co
West Virginia
$13.1K
KBFS
1243
Kohmann Bosshard Financial Services
Ohio
$12.7K +$12.7K +130 New
TWD
1244
True Wealth Design
Ohio
$12.6K +$2.63K +27 +26%
MCM
1245
MV Capital Management
Maryland
$12.5K
FWA
1246
Flagship Wealth Advisors
Massachusetts
$12.4K +$12.4K +127 New
QC
1247
Quent Capital
New York
$12.3K
HGERS
1248
Householder Group Estate & Retirement Specialist
Arizona
$12K -$33.1K -353 -73%
CA
1249
Centerpoint Advisors
Massachusetts
$12K
PCFFS
1250
Pacific Center for Financial Services
California
$12K