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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 %
MYIA
351
Mount Yale Investment Advisors
Colorado
$1.77M -$730K -7,551 -29%
BCP
352
Berkeley Capital Partners
Georgia
$1.76M +$1.15M +11,893 +190%
Boston Partners
353
Boston Partners
Massachusetts
$1.74M -$1.33M -13,759 -43%
AUB
354
Atlantic Union Bankshares
Virginia
$1.74M -$130K -1,349 -7%
HL
355
HeadInvest LLC
Maine
$1.74M -$3.58K -37 -0.2%
III
356
Independent Investors Inc
New York
$1.73M – – –
GSC
357
Grey Street Capital
Illinois
$1.73M +$1.73M +17,188 New
Prudential Financial
358
Prudential Financial
New Jersey
$1.71M -$731K -7,557 -30%
CWM
359
Compass Wealth Management
Connecticut
$1.7M -$63.8K -660 -4%
PWM
360
Perigon Wealth Management
California
$1.7M +$64.4K +666 +4%
PFS
361
Prospera Financial Services
Texas
$1.69M +$6.87K +71 +0.4%
AMG
362
Advisors Management Group
Wisconsin
$1.68M -$7.55K -78 -0.4%
CG
363
Caprock Group
Idaho
$1.68M -$41.9K -417 -2%
GT
364
Greenleaf Trust
Michigan
$1.68M -$26.9K -278 -2%
SAG
365
SageView Advisory Group
California
$1.67M +$939K +3,929 +128%
VNA
366
Valley National Advisers
Pennsylvania
$1.66M -$29.4K -304 -2%
BFA
367
Benedict Financial Advisors
Georgia
$1.65M -$13.8K -143 -0.8%
VOYA Investment Management
368
VOYA Investment Management
Georgia
$1.64M -$1.01M -10,440 -38%
QCG
369
Quadrant Capital Group
Ohio
$1.62M -$8.13K -84 -0.5%
GC
370
Guggenheim Capital
Illinois
$1.6M +$26K +269 +2%
DM
371
Delphi Management
Massachusetts
$1.59M +$129K +1,329 +9%
PS
372
Principal Securities
Iowa
$1.58M -$366K -3,788 -19%
EI
373
Ellevest Inc
New York
$1.57M +$114K +1,177 +8%
AWP
374
Ascent Wealth Partners
New York
$1.57M +$23.1K +239 +1%
RIL
375
Rothschild Investment LLC
Illinois
$1.56M -$3K -31 -0.2%
13 14
15
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