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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+46
Holders Change %
+3.77%
% of All Funds
18.57%
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 %
TPCW
451
TD Private Client Wealth
New York
$1.2M +$63.5K +629 +6%
HKAM
452
Horizon Kinetics Asset Management
New York
$1.19M -$40.7K -403 -3%
AC
453
Abbrea Capital
California
$1.19M – – –
QI
454
Qtron Investments
Massachusetts
$1.19M – – –
AWM
455
Avior Wealth Management
Nebraska
$1.18M +$3.43K +34 +0.3%
EAM
456
Eagle Asset Management
Florida
$1.18M -$55.8K -553 -5%
HCMT
457
Highland Capital Management (Tennessee)
Tennessee
$1.18M +$15.1K +150 +1%
FHA
458
First Horizon Advisors
Tennessee
$1.18M -$29K -287 -2%
CIC
459
Carnegie Investment Counsel
Ohio
$1.17M -$5.25K -52 -0.4%
MTC
460
McDaniel Terry & Co
Texas
$1.16M – – –
GWM
461
Greenwich Wealth Management
Connecticut
$1.16M – – –
SIS
462
Susquehanna International Securities
Ireland
$1.16M +$1.16M +11,462 New
AAS
463
Ameritas Advisory Services
Nebraska
$1.15M -$141K -1,394 -11%
LFAS
464
Level Four Advisory Services
Texas
$1.15M -$71.6K -709 -6%
LC
465
LCNB Corp
Ohio
$1.15M -$17.7K -175 -2%
TCA
466
Transcend Capital Advisors
New Jersey
$1.14M -$19.4K -192 -2%
ACM
467
Ativo Capital Management
Illinois
$1.14M -$8.89K -88 -0.8%
SC
468
SouthState Corp
Florida
$1.14M -$10.1K -100 -0.9%
Kayne Anderson Rudnick Investment Management
469
Kayne Anderson Rudnick Investment Management
California
$1.14M -$282K -2,795 -20%
KCM
470
Kathmere Capital Management
Pennsylvania
$1.13M -$8.38K -83 -0.7%
CastleKeep Investment Advisors
471
CastleKeep Investment Advisors
Connecticut
$1.13M +$1.13M +11,148 New
VVP
472
Venture Visionary Partners
Ohio
$1.13M -$12.4K -123 -1%
EWA
473
EP Wealth Advisors
California
$1.12M -$121K -1,196 -10%
CW
474
Connectus Wealth
Ohio
$1.12M +$848K +8,399 +317%
VFA
475
Voya Financial Advisors
Connecticut
$1.11M +$39.1K +391 +4%
17 18
19
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