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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 %
BWP
201
Baldwin Wealth Partners
Massachusetts
$4.7M -$635K -6,527 -12%
PAI
202
Pittenger & Anderson Inc
Nebraska
$4.7M
GCM
203
Graham Capital Management
Connecticut
$4.69M +$4.69M +48,193 New
TCOV
204
Trust Company of Vermont
Vermont
$4.67M -$38.6K -397 -0.8%
CCMINC
205
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.65M +$47.7K +490 +1%
AllianceBernstein
206
AllianceBernstein
Tennessee
$4.59M +$1.19M +12,184 +35%
SC
207
Scotia Capital
Ontario, Canada
$4.55M +$21.2K +218 +0.5%
HJIM
208
Henry James International Management
New York
$4.47M +$195 +2 +0%
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$4.41M -$45.3K -466 -1%
AOI
210
Auto-Owners Insurance
Michigan
$4.39M
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$4.31M -$288K -2,959 -6%
SPIA
212
Steward Partners Investment Advisory
New York
$4.31M -$278K -2,861 -6%
MPM
213
Meritage Portfolio Management
Kansas
$4.31M -$129K -1,324 -3%
BPA
214
Beacon Pointe Advisors
California
$4.27M -$401K -4,117 -9%
KeyBank National Association
215
KeyBank National Association
Ohio
$4.23M +$30.7K +315 +0.7%
ACM
216
Advisors Capital Management
New Jersey
$4.22M +$28.7K +295 +0.7%
AI
217
Atria Investments
North Carolina
$4.21M -$270K -2,777 -6%
PAS
218
Park Avenue Securities
New York
$4.2M +$1M +10,276 +31%
GVAG
219
Great Valley Advisor Group
Delaware
$4.19M +$330K +3,391 +9%
TCCM
220
Timber Creek Capital Management
Massachusetts
$4.14M +$15.9K +163 +0.4%
NPT
221
Nixon Peabody Trust
Massachusetts
$4.14M -$7.71M -79,269 -65%
GCM
222
Garland Capital Management
Washington
$4.1M -$3.41K -35 -0.1%
NG
223
Norden Group
Utah
$4.09M +$4.09M +42,060 New
Focus Partners Wealth
224
Focus Partners Wealth
Massachusetts
$4.09M +$1.21M +12,407 +42%
CWM
225
Congress Wealth Management
Massachusetts
$4.09M -$2.19M -22,499 -35%