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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 %
JIC
351
Johnson Investment Counsel
Ohio
$1.89M 18,695 +1,412 +8%
JPWM
352
Jamison Private Wealth Management
Georgia
$1.89M 18,682 +48 +0.3%
CCA
353
Checchi Capital Advisers
California
$1.87M 18,556 +158 +0.9%
HAG
354
HighPoint Advisor Group
Illinois
$1.87M 19,568 +19,568 New
CWM
355
Compass Wealth Management
Connecticut
$1.85M 18,285 +435 +2%
KBG
356
Kahn Brothers Group
New York
$1.82M 18,063 -3,515 -16%
PIM
357
Penobscot Investment Management
Massachusetts
$1.82M 18,057 +3,489 +24%
HL
358
HeadInvest LLC
Maine
$1.82M 18,015 -88 -0.5%
PNC
359
Park National Corp
Ohio
$1.81M 17,912 -497 -3%
III
360
Independent Investors Inc
New York
$1.81M 17,900 – –
GT
361
Greenleaf Trust
Michigan
$1.78M 17,645 -19 -0.1%
KIA
362
KLR Investment Advisors
Rhode Island
$1.77M 17,537 +10,526 +150%
KPWS
363
Kestra Private Wealth Services
Texas
$1.77M 17,520 +1,089 +7%
AMG
364
Advisors Management Group
Wisconsin
$1.76M 17,473 -1,020 -6%
VNA
365
Valley National Advisers
Pennsylvania
$1.76M 17,449 -700 -4%
PA
366
Procyon Advisors
Connecticut
$1.75M 17,360 +1,679 +11%
PFS
367
Prospera Financial Services
Texas
$1.75M 17,351 +3,812 +28%
ABP
368
Arthur B. Page
$1.75M 17,344 -5,280 -23%
BFA
369
Benedict Financial Advisors
Georgia
$1.73M 17,156 -144 -0.8%
CG
370
Caprock Group
Idaho
$1.73M 17,153 +1,232 +8%
MCM
371
McKinley Capital Management
Alaska
$1.73M 17,138 -390 -2%
PCM
372
Parsons Capital Management
Rhode Island
$1.73M 17,109 -915 -5%
PWM
373
Perigon Wealth Management
California
$1.71M 16,955 -374 -2%
VAS
374
Vestmark Advisory Solutions
Massachusetts
$1.7M 16,866 +2,366 +16%
QCG
375
Quadrant Capital Group
Ohio
$1.7M 16,865 +2,119 +14%
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