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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 Holding Trade Value Shares
Change 		Shares
Change %
IA
426
IAM Advisory
Pennsylvania
$1.34M +$70K +693 +6%
VA
427
Vident Advisory
Georgia
$1.34M +$150K +1,487 +13%
ONB
428
Old National Bancorp
Indiana
$1.33M -$57.5K -569 -4%
BFO
429
Boston Family Office
Massachusetts
$1.32M – – –
AWM
430
Apollon Wealth Management
South Carolina
$1.32M +$807K +7,990 +158%
QWM
431
Quadcap Wealth Management
Texas
$1.32M +$1.32M +13,024 New
EGM
432
Engineers Gate Manager
New York
$1.31M +$891K +8,820 +212%
Lido Advisors
433
Lido Advisors
California
$1.31M +$86.2K +854 +7%
BMCM
434
Bryn Mawr Capital Management
Pennsylvania
$1.3M -$37.5K -371 -3%
CPA
435
Court Place Advisors
Maryland
$1.29M -$20.2K -200 -2%
BEAM
436
Baker Ellis Asset Management
Washington
$1.29M – – –
SIA
437
Schechter Investment Advisors
Michigan
$1.29M +$33.3K +330 +3%
QT
438
Quantbot Technologies
New York
$1.29M +$969K +9,593 +304%
GIA
439
Guyasuta Investment Advisors
Pennsylvania
$1.28M -$417K -4,127 -25%
BCM
440
Brookstone Capital Management
Illinois
$1.28M +$69.1K +684 +6%
PVI
441
Pine Valley Investments
New Jersey
$1.28M +$132K +1,303 +11%
AL
442
Arnhold LLC
New York
$1.28M – – –
IB
443
Intrust Bank
Kansas
$1.25M +$121K +1,202 +11%
AAS
444
Avantax Advisory Services
Texas
$1.23M -$80K -792 -6%
TCOO
445
Trust Company of Oklahoma
Oklahoma
$1.22M +$52.3K +518 +4%
XF
446
XML Financial
Maryland
$1.22M -$4.14K -41 -0.3%
CFB
447
Cullen/Frost Bankers
Texas
$1.22M -$1.09M -10,769 -47%
WJWM
448
Williams Jones Wealth Management
New York
$1.22M -$24.4K -242 -2%
CNFG
449
Creegan & Nassoura Financial Group
New Hampshire
$1.21M – – –
AWC
450
Abundance Wealth Counselors
Pennsylvania
$1.21M +$67.1K +664 +6%
16 17
18
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