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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 %
FGAM
251
Financial Gravity Asset Management
Texas
$3.43M 34,009 +33,965 +77,193%
MOS
252
MGO One Seven
Ohio
$3.43M 33,966 +2,054 +6%
WA
253
WealthTrust Axiom
Pennsylvania
$3.43M 33,949 +759 +2%
Envestnet Portfolio Solutions
254
Envestnet Portfolio Solutions
Illinois
$3.37M 33,356 +1,659 +5%
CTA
255
Chesley Taft & Associates
Illinois
$3.34M 33,062 +100 +0.3%
BFS
256
Bradley Foster & Sargent
Connecticut
$3.27M 32,367 -5,062 -14%
DC
257
Davenport & Co
Virginia
$3.25M 32,155 -973 -3%
PAS
258
Park Avenue Securities
New York
$3.24M 32,122 +2,039 +7%
BSW
259
Buckingham Strategic Wealth
Missouri
$3.24M 32,077 -8,960 -22%
FPCG
260
Fort Pitt Capital Group
Pennsylvania
$3.21M 31,812 +2,536 +9%
Boston Partners
261
Boston Partners
Massachusetts
$3.21M 31,776 +1,836 +6%
BCI
262
Brinker Capital Investments
Pennsylvania
$3.21M 29,955 -1,914 -6%
OPS
263
Orion Portfolio Solutions
Nebraska
$3.21M 29,955 -1,914 -6%
OC
264
Oppenheimer & Co
New York
$3.13M 30,996 +537 +2%
KAS
265
Kestra Advisory Services
Texas
$3.12M 30,920 +1,266 +4%
DRD
266
Dennis R. Delaney
$3.12M 30,855 -9,953 -24%
SAM
267
Synergy Asset Management
Washington
$3.11M 30,829 -3,353 -10%
AW
268
Apricus Wealth
South Carolina
$3.11M 30,790 +531 +2%
YDMI
269
Y.D. More Investments
Israel
$3.04M 30,070 -13,730 -31%
ANTB
270
AMG National Trust Bank
Colorado
$3.01M 29,822 -100 -0.3%
AP
271
Arlington Partners
Alabama
$2.99M 29,649 +623 +2%
MC
272
Moors & Cabot
Massachusetts
$2.98M 29,542 +250 +0.9%
TPM
273
Triasima Portfolio Management
Quebec, Canada
$2.98M 29,505 +12,170 +70%
FBC
274
Fairfield, Bush & Co
Connecticut
$2.97M 29,412 -3,924 -12%
NGA
275
Naples Global Advisors
Florida
$2.86M 28,349 -300 -1%
9 10
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