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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 %
LJHT
276
Laurie J. Hall Trustee
$2.68M 27,657 -140 -0.5%
PAS
277
Park Avenue Securities
New York
$2.67M 27,620 -4,502 -14%
AP
278
Americana Partners
Texas
$2.67M 27,571 -310 -1%
CCA
279
Catalyst Capital Advisors
New York
$2.66M 27,518 – –
CGH
280
Crossmark Global Holdings
Texas
$2.66M 27,444 -378 -1%
CWG
281
Cornerstone Wealth Group
North Carolina
$2.65M 27,443 -608 -2%
MOS
282
MGO One Seven
Ohio
$2.62M 27,077 -6,889 -20%
AWS
283
Atria Wealth Solutions
New York
$2.59M 26,352 +678 +3%
SAM
284
Synergy Asset Management
Washington
$2.57M 26,555 -4,274 -14%
AT
285
Arvest Trust
Oklahoma
$2.56M 26,500 -1,001 -4%
TCM
286
Telos Capital Management
California
$2.56M 26,425 -554 -2%
NB
287
NBT Bank
New York
$2.52M 26,003 -324 -1%
NIM
288
Northeast Investment Management
Massachusetts
$2.51M 25,930 -422 -2%
WTC
289
WhitTier Trust Company
Nevada
$2.48M 25,652 -515 -2%
PGFC
290
Peapack-Gladstone Financial Corp
New Jersey
$2.47M 25,569 -925 -3%
GWM
291
Geneos Wealth Management
Colorado
$2.46M 25,426 +1,813 +8%
TC
292
TownSquare Capital
Utah
$2.45M 25,348 +10,222 +68%
SFA
293
Sequoia Financial Advisors
Ohio
$2.45M 25,311 -13,796 -35%
CA
294
Cetera Advisors
Colorado
$2.44M 25,175 +11,395 +83%
AAM
295
Advisors Asset Management
Colorado
$2.41M 24,919 +2,431 +11%
FGP
296
Foyston, Gordon, & Payne
Ontario, Canada
$2.41M 24,910 -546 -2%
YIH
297
Y-Intercept (HK)
Hong Kong
$2.4M 24,856 +5,463 +28%
TW
298
Transform Wealth
Colorado
$2.38M 23,646 -432 -2%
TAM
299
Tealwood Asset Management
Minnesota
$2.37M 24,449 +123 +0.5%
FAM
300
Fred Alger Management
New York
$2.36M 24,443 +3,106 +15%
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