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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
Cullen Capital Management
New York
$283M
2
Citigroup
Citigroup
New York
$88.6M
3
MF
Magnetar Financial
Illinois
$184M
4
MIP
Mondrian Investment Partners
United Kingdom
$200M
5
GAM
Groupama Asset Management
France
$38.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$702M
2
Dodge & Cox
Dodge & Cox
California
$1.2B
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.97M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$91.5M
5
Primecap Management
Primecap Management
California
$1.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
451
Abbrea Capital
California
$1.18M – – –
AWC
452
Abundance Wealth Counselors
Pennsylvania
$1.18M +$25.7K +266 +2%
CFB
453
Cullen/Frost Bankers
Texas
$1.18M +$10.4K +107 +0.9%
BEAM
454
Baker Ellis Asset Management
Washington
$1.18M -$58K -600 -5%
ARG
455
Advisory Resource Group
Oklahoma
$1.17M +$464K +4,797 +66%
LFAS
456
Level Four Advisory Services
Texas
$1.17M +$19.4K +192 +2%
TCOO
457
Trust Company of Oklahoma
Oklahoma
$1.17M -$2.32K -24 -0.2%
PA
458
Parallel Advisors
California
$1.17M +$308K +3,179 +36%
CNFG
459
Creegan & Nassoura Financial Group
New Hampshire
$1.16M – – –
HKAM
460
Horizon Kinetics Asset Management
New York
$1.14M – – –
HCMT
461
Highland Capital Management (Tennessee)
Tennessee
$1.13M +$1.16K +12 +0.1%
IB
462
Intrust Bank
Kansas
$1.13M -$69.5K -719 -6%
FHA
463
First Horizon Advisors
Tennessee
$1.12M -$4.64K -48 -0.4%
WS
464
Wedbush Securities
California
$1.12M +$547K +5,655 +96%
AAS
465
Ameritas Advisory Services
Nebraska
$1.12M +$10.8K +111 +1%
LFA
466
Legacy Financial Advisors
Kentucky
$1.12M +$78.4K +810 +8%
VVP
467
Venture Visionary Partners
Ohio
$1.12M +$38.7K +400 +4%
WJWM
468
Williams Jones Wealth Management
New York
$1.12M -$51.3K -530 -4%
NS
469
NBC Securities
Alabama
$1.12M +$39.4K +367 +4%
GWM
470
Greenwich Wealth Management
Connecticut
$1.11M – – –
SFA
471
Semmax Financial Advisors
North Carolina
$1.11M +$159K +1,554 +17%
FLPIM
472
F.L. Putnam Investment Management
Massachusetts
$1.1M +$239K +2,472 +28%
CPA
473
Court Place Advisors
Maryland
$1.1M -$135K -1,400 -11%
WSFS
474
Wilmington Savings Fund Society
Delaware
$1.1M +$1.1M +11,388 New
CCM
475
Chilton Capital Management
Texas
$1.1M +$68.5K +708 +7%
17 18
19
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