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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 %
MFG
401
Mosaic Financial Group
Illinois
$1.45M +$1.45M +14,952 New
RGC
402
Roberts, Glore & Co
Illinois
$1.45M -$56.9K -588 -4%
NAMP
403
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.44M – – –
EFMC
404
Empire Financial Management Company
New York
$1.42M +$444K +4,595 +46%
CT
405
Coastline Trust
Rhode Island
$1.42M -$79.3K -820 -5%
ONB
406
Old National Bancorp
Indiana
$1.41M +$136K +1,401 +11%
AWM
407
Aberdeen Wealth Management
Illinois
$1.41M +$77.4K +800 +6%
GC
408
Grimes & Company
Massachusetts
$1.4M -$46.2K -478 -3%
SIA
409
Schechter Investment Advisors
Michigan
$1.4M +$169K +1,747 +14%
SFG
410
SevenBridge Financial Group
Pennsylvania
$1.4M -$105K -1,076 -7%
DAS
411
Dynamic Advisor Solutions
Arizona
$1.39M -$369K -3,812 -21%
SSB
412
Sandy Spring Bank
Maryland
$1.39M +$1.84K +19 +0.1%
ERP
413
Eldred Rock Partners
Texas
$1.39M +$56.9K +588 +4%
Walleye Capital
414
Walleye Capital
New York
$1.38M +$1.38M +14,298 New
ACS
415
Archford Capital Strategies
Illinois
$1.36M +$34.5K +357 +3%
Nomura Holdings
416
Nomura Holdings
Japan
$1.35M +$1.35M +13,963 New
Kovitz Investment Group Partners
417
Kovitz Investment Group Partners
Illinois
$1.34M +$900K +9,308 +203%
SC
418
Sepio Capital
Utah
$1.34M -$122K -1,257 -8%
RJT
419
Raymond James Trust
Florida
$1.33M -$3.77K -39 -0.3%
IA
420
IAM Advisory
Pennsylvania
$1.33M +$43.7K +452 +3%
Acadian Asset Management
421
Acadian Asset Management
Massachusetts
$1.32M -$3.34M -34,499 -72%
BHPW
422
Beverly Hills Private Wealth
California
$1.32M -$106K -1,098 -7%
PFS
423
Physicians Financial Services
North Carolina
$1.31M -$38.7K -400 -3%
ADMI
424
Albert D. Mason Inc
Massachusetts
$1.31M +$1.65K +17 +0.1%
AIA
425
AIMZ Investment Advisors
California
$1.3M -$4.84K -50 -0.4%
15 16
17
18 19