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Novartis
NVS

Overview Fund Activity

1,247 hedge funds and large institutions have $13.6B invested in Novartis in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 424 increasing their positions, 471 reducing their positions, and 92 closing their positions.

Holders
1,247
Holders Change
-20
Holders Change %
-1.58%
% of All Funds
18.08%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
88
Increased
424
Reduced
471
Closed
92
Calls
$143M
Puts
$148M
Net Calls
-$5.16M
Net Calls Change
-$19.2M

Top Buyers

1
CCM
1
Cullen Capital Management
New York
$283M
2
Citigroup
2
Citigroup
New York
$88.6M
3
MF
3
Magnetar Financial
Illinois
$184M
4
MIP
4
Mondrian Investment Partners
United Kingdom
$200M
5
GAM
5
Groupama Asset Management
France
$38.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$702M
2
Dodge & Cox
2
Dodge & Cox
California
$1.2B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$1.97M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$91.5M
5
Primecap Management
5
Primecap Management
California
$1.2B
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
226
Carret Asset Management
New York
$3.98M 41,154 -195 -0.5%
SC
227
Scotia Capital
Ontario, Canada
$3.97M 41,053 -2,646 -6%
HKIM
228
Hayek Kallen Investment Management
Alabama
$3.96M 40,965 +180 +0.4%
KeyBank National Association
229
KeyBank National Association
Ohio
$3.96M 40,901 -744 -2%
LCM
230
Logan Capital Management
Pennsylvania
$3.93M 40,655 +5,208 +15%
PHS
231
Pekin Hardy Strauss
Illinois
$3.87M 39,970 -589 -1%
WIC
232
Woodmont Investment Counsel
Tennessee
$3.84M 39,671 +939 +2%
BIC
233
Beach Investment Counsel
Pennsylvania
$3.84M 37,985 +150 +0.4%
GT
234
Glenmede Trust
Pennsylvania
$3.82M 39,472 -1,475 -4%
YCM
235
Yousif Capital Management
Michigan
$3.81M 39,418 -730 -2%
ACM
236
Advisors Capital Management
New Jersey
$3.77M 38,920 +1,776 +5%
EGM
237
Engineers Gate Manager
New York
$3.74M 38,680 +25,702 +198%
Aberdeen Group
238
Aberdeen Group
United Kingdom
$3.68M 38,071 – –
HTC
239
Haverford Trust Company
Pennsylvania
$3.66M 37,843 +3,027 +9%
PAG
240
Private Advisor Group
New Jersey
$3.62M 37,392 -233 -0.6%
RhumbLine Advisers
241
RhumbLine Advisers
Massachusetts
$3.61M 37,311 +2,730 +8%
ASN
242
Advisory Services Network
Georgia
$3.59M 37,121 +2,491 +7%
S
243
SignatureFD
Georgia
$3.53M 36,524 +1,061 +3%
HJIM
244
Henry James International Management
New York
$3.46M 35,733 +14,903 +72%
KAS
245
Kestra Advisory Services
Texas
$3.45M 35,710 +4,790 +15%
CIA
246
Choate Investment Advisors
Massachusetts
$3.45M 35,707 -30 -0.1%
PA
247
Perennial Advisors
New York
$3.45M 35,674 -116 -0.3%
PP
248
Patten & Patten
Tennessee
$3.43M 35,500 -100 -0.3%
Envestnet Portfolio Solutions
249
Envestnet Portfolio Solutions
Illinois
$3.43M 35,464 +2,108 +6%
PCA
250
Providence Capital Advisors
North Carolina
$3.4M 35,117 +813 +2%
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