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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 %
ERSOT
426
Employees Retirement System of Texas
Texas
$1.29M +$752K +7,775 +139%
GIA
427
Guyasuta Investment Advisors
Pennsylvania
$1.28M – – –
WOC
428
West Oak Capital
California
$1.28M +$24.2K +250 +2%
AC
429
Arjuna Capital
North Carolina
$1.28M -$960K -9,927 -43%
SW
430
SVB Wealth
Massachusetts
$1.27M -$285K -2,946 -18%
EWA
431
EP Wealth Advisors
California
$1.27M +$198K +2,052 +19%
AWM
432
Apollon Wealth Management
South Carolina
$1.26M -$5.32K -55 -0.4%
BFO
433
Boston Family Office
Massachusetts
$1.25M -$14.5K -150 -1%
BCM
434
BTC Capital Management
Iowa
$1.25M +$1.25M +12,901 New
BCM
435
Brookstone Capital Management
Illinois
$1.24M +$15.7K +162 +1%
AWM
436
Avior Wealth Management
Nebraska
$1.23M +$98K +1,013 +9%
BMCM
437
Bryn Mawr Capital Management
Pennsylvania
$1.23M -$17.4K -180 -1%
QI
438
Qtron Investments
Massachusetts
$1.22M +$86K +889 +8%
AL
439
Arnhold LLC
New York
$1.22M – – –
ACM
440
Ativo Capital Management
Illinois
$1.22M +$127K +1,317 +12%
Bessemer Group
441
Bessemer Group
New Jersey
$1.22M -$232K -2,398 -16%
FM
442
Foster & Motley
Ohio
$1.22M +$301K +3,110 +33%
PVI
443
Pine Valley Investments
New Jersey
$1.21M -$10.1K -104 -0.8%
GWM
444
Glass Wealth Management
Texas
$1.21M +$1.21M +12,525 New
KCM
445
Kathmere Capital Management
Pennsylvania
$1.21M +$127K +1,311 +12%
SWK
446
Stephen W. Kidder
$1.2M -$759K -7,847 -39%
SWP
447
Stratos Wealth Partners
Ohio
$1.2M -$97.4K -1,007 -8%
VFA
448
Voya Financial Advisors
Connecticut
$1.19M +$125K +1,309 +12%
Balyasny Asset Management
449
Balyasny Asset Management
Illinois
$1.19M +$697K +7,208 +142%
SCTC
450
Sanibel Captiva Trust Company
Florida
$1.18M -$295K -3,053 -20%
16 17
18
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