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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 %
S
376
SimplyRich
California
$1.56M +$6.39K +66 +0.4%
FNBT
377
FineMark National Bank & Trust
Florida
$1.56M +$154K +1,596 +11%
SCA
378
Snowden Capital Advisors
New York
$1.56M +$46.4K +462 +3%
VAS
379
Vestmark Advisory Solutions
Massachusetts
$1.56M -$72.9K -754 -4%
PG
380
Patten Group
Tennessee
$1.56M – – –
PCM
381
Parsons Capital Management
Rhode Island
$1.56M -$98.1K -1,014 -6%
PNC
382
Park National Corp
Ohio
$1.55M -$182K -1,878 -10%
KPWS
383
Kestra Private Wealth Services
Texas
$1.54M -$157K -1,623 -9%
LBC
384
Lowe Brockenbrough & Co
Virginia
$1.52M -$113K -1,121 -7%
VT
385
Vise Technologies
New York
$1.52M -$62K -641 -4%
KBG
386
Kahn Brothers Group
New York
$1.49M -$256K -2,650 -15%
BP
387
Ballentine Partners
Massachusetts
$1.49M +$173K +1,788 +13%
AA
388
Altman Advisors
Illinois
$1.49M +$55.8K +582 +4%
MIM
389
Marco Investment Management
Georgia
$1.48M +$151K +1,560 +11%
BSW
390
Buckingham Strategic Wealth
Missouri
$1.48M -$1.62M -16,764 -52%
ECM
391
Evergreen Capital Management
Washington
$1.47M +$118K +1,172 +9%
B
392
Bellecapital
Switzerland
$1.47M – – –
DWT
393
Dorsey & Whitney Trust
South Dakota
$1.46M +$78.2K +808 +6%
SG Americas Securities
394
SG Americas Securities
New York
$1.46M -$2.7M -27,934 -65%
Lido Advisors
395
Lido Advisors
California
$1.46M +$158K +1,572 +12%
VA
396
Vident Advisory
Georgia
$1.46M +$177K +1,834 +14%
CB
397
CNB Bank
Pennsylvania
$1.46M +$19.2K +198 +1%
SCM
398
Stonebridge Capital Management
California
$1.45M +$58K +600 +4%
RPSA
399
Richard P. Slaughter Associates
Texas
$1.45M -$42.9K -443 -3%
WEG
400
World Equity Group
Illinois
$1.45M +$137K +1,416 +10%
14 15
16
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