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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
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 Holding Trade Value Shares
Change 		Shares
Change %
MPPW
326
Mitchell & Pahl Private Wealth
Oklahoma
$2.04M +$38.2K +395 +2%
PAM
327
Palisade Asset Management
Minnesota
$2.03M -$180K -1,859 -8%
AI
328
Arvest Investments
Arkansas
$2M -$349K -3,608 -15%
SYBT
329
Stock Yards Bank & Trust
Kentucky
$1.99M +$2.32K +24 +0.1%
Alyeska Investment Group
330
Alyeska Investment Group
Illinois
$1.97M -$71.1M -735,078 -97%
AAM
331
Azzad Asset Management
Virginia
$1.96M +$15.6K +161 +0.8%
IIM
332
Ipswich Investment Management
Massachusetts
$1.96M – – –
CWP
333
Capital Wealth Planning
Florida
$1.94M +$395K +4,088 +26%
PCM
334
Penserra Capital Management
California
$1.94M +$395K +4,088 +26%
OPA
335
Old Port Advisors
Maine
$1.93M +$13.7K +142 +0.7%
FCMA
336
Foresight Capital Management Advisors
Michigan
$1.93M +$108K +1,121 +6%
MAV
337
Mason & Associates (Virginia)
Virginia
$1.93M +$1.93M +19,954 New
TCOT
338
Trust Company of Toledo
Ohio
$1.9M +$13.9K +144 +0.7%
SF
339
Synovus Financial
Georgia
$1.88M -$125K -1,295 -6%
WWA
340
WCG Wealth Advisors
Nevada
$1.85M -$798K -8,250 -30%
JIC
341
Johnson Investment Counsel
Ohio
$1.85M +$37.4K +387 +2%
BF
342
BOK Financial
Oklahoma
$1.85M -$103K -1,076 -5%
AFM
343
Abbot Financial Management
Massachusetts
$1.84M -$43.5K -450 -2%
BSAM
344
Blue Square Asset Management
New York
$1.83M +$801K +8,285 +78%
AAS
345
Avantax Advisory Services
Texas
$1.82M +$636K +6,579 +54%
JPWM
346
Jamison Private Wealth Management
Georgia
$1.8M -$5.61K -58 -0.3%
PIM
347
Penobscot Investment Management
Massachusetts
$1.79M +$43K +445 +2%
CAMG
348
CWA Asset Management Group
Florida
$1.79M +$1.01M +10,457 +130%
CCA
349
Checchi Capital Advisers
California
$1.78M -$16.3K -168 -0.9%
PA
350
Procyon Advisors
Connecticut
$1.78M +$98K +1,013 +6%
12 13
14
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