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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.

New
Increased
Maintained
Reduced
Closed
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
Cullen Capital Management
New York
$283M
2
Citigroup
Citigroup
New York
$88.6M
3
MF
Magnetar Financial
Illinois
$184M
4
MIP
Mondrian Investment Partners
United Kingdom
$200M
5
GAM
Groupama Asset Management
France
$38.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$702M
2
Dodge & Cox
Dodge & Cox
California
$1.2B
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.97M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$91.5M
5
Primecap Management
Primecap Management
California
$1.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
301
Hantz Financial Services
Michigan
$2.36M -$37.9K -392 -2%
ECM
302
EagleClaw Capital Management
Massachusetts
$2.35M +$63.8K +660 +3%
DWP
303
Daymark Wealth Partners
Ohio
$2.35M +$82.8K +856 +4%
NME
304
Notis-McConarty Edward
$2.34M -$1.22M -12,570 -34%
IWC
305
Integrated Wealth Concepts
Massachusetts
$2.31M -$85K -879 -4%
FFM
306
Forum Financial Management
Illinois
$2.3M – – –
DRD
307
Dennis R. Delaney
$2.3M -$685K -7,080 -23%
BEI
308
Benjamin Edwards Inc
Missouri
$2.3M +$66K +682 +3%
Diamond Hill Capital Management
309
Diamond Hill Capital Management
Ohio
$2.28M +$248K +2,560 +12%
CAM
310
Cubic Asset Management
Massachusetts
$2.27M -$19.3K -200 -0.8%
FC
311
FCA Corp
Texas
$2.25M -$5.32K -55 -0.2%
MCM
312
McKinley Capital Management
Alaska
$2.23M +$574K +5,931 +35%
BFG
313
Beacon Financial Group
Texas
$2.2M -$116K -1,204 -5%
CA
314
Clearstead Advisors
Ohio
$2.19M – – –
CIA
315
Cascade Investment Advisors
Oregon
$2.19M +$32.9K +340 +2%
FHB
316
First Hawaiian Bank
Hawaii
$2.18M +$44.3K +458 +2%
BCB
317
Brian C. Broderick
$2.11M -$593K -6,126 -22%
CB
318
Commerce Bank
Missouri
$2.1M -$59.4K -614 -3%
GCM
319
Graham Capital Management
Connecticut
$2.1M -$600K -6,202 -22%
MIP
320
Marietta Investment Partners
Wisconsin
$2.08M +$37.9K +392 +2%
HNB
321
Huntington National Bank
Ohio
$2.08M -$154K -1,589 -7%
EHC
322
Everett Harris & Co
California
$2.08M -$57.1K -590 -3%
PCIA
323
Prime Capital Investment Advisors
Kansas
$2.07M +$112K +1,157 +6%
HAG
324
HighPoint Advisor Group
Illinois
$2.07M +$63.9K +625 +3%
FTDI
325
First Trust Direct Indexing
Massachusetts
$2.04M +$54.9K +568 +3%
11 12
13
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