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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 %
FA
376
FDx Advisors
Illinois
$1.65M 16,369 +651 +4%
VT
377
Vise Technologies
New York
$1.65M 16,320 +817 +5%
LBC
378
Lowe Brockenbrough & Co
Virginia
$1.64M 16,290 +345 +2%
GC
379
Guggenheim Capital
Illinois
$1.64M 16,234 +1,960 +14%
RIL
380
Rothschild Investment LLC
Illinois
$1.63M 16,186 +581 +4%
PG
381
Patten Group
Tennessee
$1.63M 16,110 +299 +2%
SW
382
SVB Wealth
Massachusetts
$1.63M 16,105 +516 +3%
S
383
SimplyRich
California
$1.62M 16,077 – –
AS
384
Altshuler Shaham
Israel
$1.62M 16,074 +16,074 New
AWP
385
Ascent Wealth Partners
New York
$1.61M 15,971 +157 +1%
CWP
386
Capital Wealth Planning
Florida
$1.61M 15,936 +5,142 +48%
PCM
387
Penserra Capital Management
California
$1.61M 15,936 +5,142 +48%
B
388
Bellecapital
Switzerland
$1.61M 917 +917 New
RGC
389
Roberts, Glore & Co
Illinois
$1.57M 15,531 -1,145 -7%
AWM
390
Allen Wealth Management
North Carolina
$1.57M 15,521 +15,521 New
CT
391
Coastline Trust
Rhode Island
$1.56M 15,481 – –
SFG
392
SevenBridge Financial Group
Pennsylvania
$1.56M 15,449 – –
RPSA
393
Richard P. Slaughter Associates
Texas
$1.56M 15,431 -507 -3%
SCTC
394
Sanibel Captiva Trust Company
Florida
$1.54M 15,298 +15,298 New
DM
395
Delphi Management
Massachusetts
$1.53M 15,150 +1,793 +13%
TC
396
TownSquare Capital
Utah
$1.53M 15,126 -10,529 -41%
SC
397
Sepio Capital
Utah
$1.53M 15,109 -2,071 -12%
EI
398
Ellevest Inc
New York
$1.52M 15,073 +445 +3%
SCA
399
Snowden Capital Advisors
New York
$1.52M 15,062 +1,143 +8%
GC
400
Grimes & Company
Massachusetts
$1.51M 15,000 -785 -5%
14 15
16
17 18