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Novartis
NVS

Overview Fund Activity

1,267 hedge funds and large institutions have $15B invested in Novartis in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 402 increasing their positions, 446 reducing their positions, and 69 closing their positions.

Holders
1,267
Holders Change
+46
Holders Change %
+3.77%
% of All Funds
18.58%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.21%
New
136
Increased
402
Reduced
446
Closed
69
Calls
$229M
Puts
$215M
Net Calls
+$14M
Net Calls Change
+$30.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.43B
2
MIP
2
Mondrian Investment Partners
United Kingdom
$149M
3
Goldman Sachs
3
Goldman Sachs
New York
$357M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$76.3M
5
MF
5
Magnetar Financial
Illinois
$125M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$14.6M
2
Dodge & Cox
2
Dodge & Cox
California
$1.33B
3
Primecap Management
3
Primecap Management
California
$1.3B
4
CCM
4
Cullen Capital Management
New York
$165M
5
Sanders Capital
5
Sanders Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HKIM
226
Hayek Kallen Investment Management
Alabama
$4.12M 40,785 -136 -0.3%
PHS
227
Pekin Hardy Strauss
Illinois
$4.1M 40,559 -1,285 -3%
YCM
228
Yousif Capital Management
Michigan
$4.05M 40,148 +2,500 +7%
FIA
229
Foundations Investment Advisors
Arizona
$4.03M 38,304 +2,781 +8%
SFA
230
Sequoia Financial Advisors
Ohio
$3.95M 39,107 +18,242 +87%
Walleye Trading
231
Walleye Trading
New York
$3.92M 38,853 -8,569 -18%
WIC
232
Woodmont Investment Counsel
Tennessee
$3.91M 38,732 -1,590 -4%
Aberdeen Group
233
Aberdeen Group
United Kingdom
$3.84M 38,071 +38,071 New
BIC
234
Beach Investment Counsel
Pennsylvania
$3.82M 37,835 -790 -2%
PAG
235
Private Advisor Group
New Jersey
$3.8M 37,625 -1,320 -3%
SPIA
236
Steward Partners Investment Advisory
New York
$3.77M 37,354 +2,169 +6%
ACM
237
Advisors Capital Management
New Jersey
$3.75M 37,144 -132 -0.4%
NME
238
Notis-McConarty Edward
$3.71M 36,731 -5,320 -13%
EVM
239
Evelyn V. Moreno
$3.71M 36,718 -41,798 -53%
BPA
240
Beacon Pointe Advisors
California
$3.7M 36,629 +4,304 +13%
PA
241
Perennial Advisors
New York
$3.61M 35,790 +711 +2%
CIA
242
Choate Investment Advisors
Massachusetts
$3.61M 35,737 +21,143 +145%
PP
243
Patten & Patten
Tennessee
$3.59M 35,600 -1,860 -5%
S
244
SignatureFD
Georgia
$3.58M 35,463 +996 +3%
LCM
245
Logan Capital Management
Pennsylvania
$3.58M 35,447 +1,568 +5%
HTC
246
Haverford Trust Company
Pennsylvania
$3.52M 34,816 +3,586 +11%
ASN
247
Advisory Services Network
Georgia
$3.5M 34,630 -1,610 -4%
RhumbLine Advisers
248
RhumbLine Advisers
Massachusetts
$3.49M 34,581 +398 +1%
ATC
249
Argent Trust Co
Tennessee
$3.48M 34,418 -351 -1%
PCA
250
Providence Capital Advisors
North Carolina
$3.46M 34,304 -1,103 -3%
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