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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 %
HFS
301
Hantz Financial Services
Michigan
$2.5M 24,779 -1,303 -5%
Simplex Trading
302
Simplex Trading
Illinois
$2.49M 24,703 +15,728 +175%
QIM
303
Quantitative Investment Management
Virginia
$2.49M 24,704 +22,580 +1,063%
TAM
304
Tealwood Asset Management
Minnesota
$2.46M 24,326 -370 -1%
AI
305
Arvest Investments
Arkansas
$2.45M 24,254 +24,254 New
TW
306
Transform Wealth
Colorado
$2.43M 24,078 -223 -0.9%
BFG
307
Beacon Financial Group
Texas
$2.42M 23,991 +763 +3%
SGI
308
Summit Global Investments
Utah
$2.41M 23,873 -11,726 -33%
FFM
309
Forum Financial Management
Illinois
$2.41M 23,822 -52 -0.2%
CAM
310
Cubic Asset Management
Massachusetts
$2.39M 23,693 -2,100 -8%
ECM
311
EagleClaw Capital Management
Massachusetts
$2.39M 23,624 +300 +1%
GWM
312
Geneos Wealth Management
Colorado
$2.38M 23,613 +600 +3%
DWP
313
Daymark Wealth Partners
Ohio
$2.36M 23,421 +1,001 +4%
FC
314
FCA Corp
Texas
$2.35M 23,304 +28 +0.1%
HNB
315
Huntington National Bank
Ohio
$2.34M 23,133 -69 -0.3%
AC
316
Arjuna Capital
North Carolina
$2.34M 23,131 +1,068 +5%
BEI
317
Benjamin Edwards Inc
Missouri
$2.33M 23,054 -4,054 -15%
PAM
318
Palisade Asset Management
Minnesota
$2.31M 22,883 +951 +4%
AWM
319
AE Wealth Management
Kansas
$2.29M 21,341 -325 -2%
AAM
320
Advisors Asset Management
Colorado
$2.27M 22,488 +2,044 +10%
CB
321
Commerce Bank
Missouri
$2.25M 22,326 -6 -0%
CIA
322
Cascade Investment Advisors
Oregon
$2.25M 22,250 -30 -0.1%
FHB
323
First Hawaiian Bank
Hawaii
$2.23M 22,094 -5,041 -19%
EHC
324
Everett Harris & Co
California
$2.23M 22,083 -6,436 -23%
Cetera Investment Advisers
325
Cetera Investment Advisers
Illinois
$2.2M 21,758 -1,121 -5%
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