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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 %
CA
326
Clearstead Advisors
Ohio
$2.16M 21,398 -24,394 -53%
FAM
327
Fred Alger Management
New York
$2.15M 21,337 +2,579 +14%
MIP
328
Marietta Investment Partners
Wisconsin
$2.14M 21,152 +7,680 +57%
Diamond Hill Capital Management
329
Diamond Hill Capital Management
Ohio
$2.12M 20,974 +845 +4%
HJIM
330
Henry James International Management
New York
$2.1M 20,830 +6,404 +44%
SF
331
Synovus Financial
Georgia
$2.09M 20,699 +1,328 +7%
MPPW
332
Mitchell & Pahl Private Wealth
Oklahoma
$2.09M 20,671 -560 -3%
FTDI
333
First Trust Direct Indexing
Massachusetts
$2.08M 20,560 +1,974 +11%
SYBT
334
Stock Yards Bank & Trust
Kentucky
$2.07M 20,542 -1,764 -8%
GW
335
GW & Wade
Massachusetts
$2.06M 20,428 -4 -0%
BF
336
BOK Financial
Oklahoma
$2.05M 20,328 -3,082 -13%
SWK
337
Stephen W. Kidder
$2.05M 20,256 -7,609 -27%
PCIA
338
Prime Capital Investment Advisors
Kansas
$2.04M 20,251 +15,927 +368%
IIM
339
Ipswich Investment Management
Massachusetts
$2.04M 20,227 – –
PS
340
Principal Securities
Iowa
$2.03M 20,149 +20,149 New
AAM
341
Azzad Asset Management
Virginia
$2.03M 20,123 +254 +1%
Susquehanna International Group
342
Susquehanna International Group
Pennsylvania
$2.03M 20,094 +7,485 +59%
OPA
343
Old Port Advisors
Maine
$2M 19,816 +479 +2%
TCOT
344
Trust Company of Toledo
Ohio
$1.96M 19,458 +187 +1%
AFM
345
Abbot Financial Management
Massachusetts
$1.96M 19,429 -50 -0.3%
YIH
346
Y-Intercept (HK)
Hong Kong
$1.96M 19,393 +19,393 New
AUB
347
Atlantic Union Bankshares
Virginia
$1.96M 19,366 -2,131 -10%
DAS
348
Dynamic Advisor Solutions
Arizona
$1.94M 18,229 -215 -1%
NED
349
Nancy E. Dempze
$1.93M 19,146 -3,498 -15%
FCMA
350
Foresight Capital Management Advisors
Michigan
$1.9M 18,833 +18,833 New
12 13
14
15 16