NVS icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
401
Bessemer Group
New Jersey
$1.51M +$26.5K +263 +2%
AA
402
Altman Advisors
Illinois
$1.51M +$21.9K +217 +1%
NAMP
403
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.5M -$45.4K -450 -3%
CB
404
CNB Bank
Pennsylvania
$1.5M -$65.3K -647 -4%
Belvedere Trading
405
Belvedere Trading
Illinois
$1.49M +$1.49M +14,766 New
BHPW
406
Beverly Hills Private Wealth
California
$1.49M -$100K -994 -6%
FNBT
407
FineMark National Bank & Trust
Florida
$1.47M -$60.3K -597 -4%
SCM
408
Stonebridge Capital Management
California
$1.46M +$5.05K +50 +0.3%
SSB
409
Sandy Spring Bank
Maryland
$1.45M -$62.3K -617 -4%
DWT
410
Dorsey & Whitney Trust
South Dakota
$1.45M +$25.6K +254 +2%
PFS
411
Physicians Financial Services
North Carolina
$1.41M -$14.1K -140 -1%
RJT
412
Raymond James Trust
Florida
$1.39M -$35.2K -349 -2%
ERP
413
Eldred Rock Partners
Texas
$1.39M +$1.39M +13,791 New
WOC
414
West Oak Capital
California
$1.39M +$37.6K +350 +3%
CA
415
Cetera Advisors
Colorado
$1.39M +$25.3K +251 +2%
MIM
416
Marco Investment Management
Georgia
$1.39M +$34.1K +338 +3%
AWM
417
Aberdeen Wealth Management
Illinois
$1.39M -$80.8K -800 -6%
ACS
418
Archford Capital Strategies
Illinois
$1.38M -$44.8K -444 -3%
BP
419
Ballentine Partners
Massachusetts
$1.37M +$236K +2,339 +21%
WEG
420
World Equity Group
Illinois
$1.37M – – –
AIA
421
AIMZ Investment Advisors
California
$1.37M -$20.2K -200 -1%
ECM
422
Evergreen Capital Management
Washington
$1.37M +$5.65K +56 +0.4%
ADMI
423
Albert D. Mason Inc
Massachusetts
$1.36M -$3.03K -30 -0.2%
SWP
424
Stratos Wealth Partners
Ohio
$1.35M +$22.9K +227 +2%
BCFD
425
Boit C.F. David
$1.34M – – –
15 16
17
18 19