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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 %
MFFIA
276
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.86M 28,330 +90 +0.3%
CWG
277
Cornerstone Wealth Group
North Carolina
$2.83M 28,051 -19,241 -41%
BCB
278
Brian C. Broderick
$2.82M 27,960 -1,055 -4%
GCM
279
Graham Capital Management
Connecticut
$2.82M 27,885 +27,885 New
AP
280
Americana Partners
Texas
$2.82M 27,881 +15,387 +123%
CGH
281
Crossmark Global Holdings
Texas
$2.81M 27,822 +398 +1%
LJHT
282
Laurie J. Hall Trustee
$2.81M 27,797 +25 +0.1%
BL
283
Balentine LLC
Georgia
$2.8M 27,739 +2,699 +11%
CCA
284
Catalyst Capital Advisors
New York
$2.78M 27,518 – –
AT
285
Arvest Trust
Oklahoma
$2.78M 27,501 +177 +0.6%
VOYA Investment Management
286
VOYA Investment Management
Georgia
$2.77M 27,435 – –
WWA
287
WCG Wealth Advisors
Nevada
$2.76M 27,371 -6,452 -19%
TCM
288
Telos Capital Management
California
$2.72M 26,979 +860 +3%
BRWA
289
B. Riley Wealth Advisors
Florida
$2.7M 26,779 -295 -1%
PGFC
290
Peapack-Gladstone Financial Corp
New Jersey
$2.67M 26,494 -1,085 -4%
NIM
291
Northeast Investment Management
Massachusetts
$2.66M 26,352 -675 -2%
NB
292
NBT Bank
New York
$2.66M 26,327 -308 -1%
WTC
293
WhitTier Trust Company
Nevada
$2.64M 26,167 +1,247 +5%
MYIA
294
Mount Yale Investment Advisors
Colorado
$2.61M 25,890 +2,351 +10%
AWS
295
Atria Wealth Solutions
New York
$2.59M 25,674 +3,635 +16%
MCM
296
MAI Capital Management
Ohio
$2.57M 25,464 +2,053 +9%
FGP
297
Foyston, Gordon, & Payne
Ontario, Canada
$2.57M 25,456 +15,166 +147%
Prudential Financial
298
Prudential Financial
New Jersey
$2.55M 25,268 +2,633 +12%
WA
299
Wambolt & Associates
Colorado
$2.5M 24,800 +3,480 +16%
IWC
300
Integrated Wealth Concepts
Massachusetts
$2.5M 24,796 -2,103 -8%
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