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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 %
MJP
251
Michael J. Puzo
$3.37M 34,810 -29,702 -46%
DC
252
Davenport & Co
Virginia
$3.32M 34,345 +2,190 +7%
WA
253
WealthTrust Axiom
Pennsylvania
$3.3M 34,134 +185 +0.5%
Jane Street
254
Jane Street
New York
$3.29M 34,052 -141,683 -81%
ATC
255
Argent Trust Co
Tennessee
$3.29M 34,001 -417 -1%
MCM
256
MAI Capital Management
Ohio
$3.18M 32,890 +7,426 +29%
CTA
257
Chesley Taft & Associates
Illinois
$3.16M 32,712 -350 -1%
FPCG
258
Fort Pitt Capital Group
Pennsylvania
$3.07M 31,731 -81 -0.3%
AW
259
Apricus Wealth
South Carolina
$3M 31,021 +231 +0.8%
OC
260
Oppenheimer & Co
New York
$2.99M 30,938 -58 -0.2%
FC
261
FORA Capital
Florida
$2.97M 30,681 +30,681 New
Focus Partners Wealth
262
Focus Partners Wealth
Massachusetts
$2.92M 30,173 +22,929 +317%
ANTB
263
AMG National Trust Bank
Colorado
$2.88M 29,822 – –
BFS
264
Bradley Foster & Sargent
Connecticut
$2.88M 29,797 -2,570 -8%
AP
265
Arlington Partners
Alabama
$2.87M 29,649 – –
NGA
266
Naples Global Advisors
Florida
$2.86M 28,435 +86 +0.3%
OPS
267
Orion Portfolio Solutions
Nebraska
$2.84M 29,368 -587 -2%
BCI
268
Brinker Capital Investments
Pennsylvania
$2.84M 29,368 -587 -2%
TPM
269
Triasima Portfolio Management
Quebec, Canada
$2.84M 29,335 -170 -0.6%
MC
270
Moors & Cabot
Massachusetts
$2.8M 28,992 -550 -2%
FBC
271
Fairfield, Bush & Co
Connecticut
$2.79M 28,809 -603 -2%
BRWA
272
B. Riley Wealth Advisors
Florida
$2.76M 27,074 +295 +1%
BL
273
Balentine LLC
Georgia
$2.73M 28,257 +518 +2%
MFFIA
274
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.72M 28,130 -200 -0.7%
WA
275
Wambolt & Associates
Colorado
$2.71M 28,225 +3,425 +14%
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