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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 %
FNWA
1301
Financial Network Wealth Advisors
Utah
$3.8K -$1.75K -18 -32%
PGAM
1302
Princeton Global Asset Management
New Jersey
$3.7K
HI
1303
Horizon Investments
North Carolina
$3.6K -$97 -1 -3%
VWM
1304
Valley Wealth Managers
New Jersey
$3.5K
PIS
1305
POM Investment Strategies
North Carolina
$3.5K
ATC
1306
Advantage Trust Company
Kansas
$3.5K +$3.5K +36 New
OWP
1307
ORG Wealth Partners
Texas
$3.21K
TIM
1308
Thompson Investment Management
Wisconsin
$3.02K
CWA
1309
Carolina Wealth Advisors
South Carolina
$2.92K
IHWM
1310
Iron Horse Wealth Management
Iowa
$2.82K
NFSG
1311
Newbridge Financial Services Group
Florida
$2.53K
AWM
1312
Abound Wealth Management
Tennessee
$2.24K
NWWA
1313
New Wave Wealth Advisors
Arkansas
$2.24K +$2.24K +23 New
FMTCOCP
1314
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
BFPW
1315
BOK Financial Private Wealth
Colorado
$1.95K -$17.6K -181 -90%
TCM
1316
TD Capital Management
Tennessee
$1.95K +$1.95K +20 New
HFM
1317
Hartford Financial Management
Connecticut
$1.85K
MAM
1318
Marquette Asset Management
Minnesota
$1.66K
PCWA
1319
Pacific Capital Wealth Advisors
California
$1.56K
RS
1320
Rakuten Securities
Japan
$1.46K +$973 +10 +200%
GFL
1321
Granite FO LLC
New Hampshire
$1.36K
PMFA
1322
Plante Moran Financial Advisors
Michigan
$1.17K -$2.43K -25 -68%
WAS
1323
Winch Advisory Services
Wisconsin
$1.07K +$1.07K +11 New
NS
1324
NBC Securities
Alabama
$1.06K -$1.13M -10,652 -100%
GIM
1325
Gold Investment Management
Alberta, Canada
$973