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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 Market Value Shares Shares
Change 		Shares
Change %
MNG
26
Manning & Napier Group
New York
$107M 1,057,168 -12,025 -1%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$94M 931,127 +3,270 +0.4%
Capital Research Global Investors
28
Capital Research Global Investors
California
$91.2M 903,722 +105 +0%
Truist Financial
29
Truist Financial
North Carolina
$83.8M 830,365 -33,494 -4%
Chevy Chase Trust
30
Chevy Chase Trust
Maryland
$82.4M 815,804 +82,909 +11%
EARNEST Partners
31
EARNEST Partners
Georgia
$82.2M 814,016 -1,822 -0.2%
Alyeska Investment Group
32
Alyeska Investment Group
Illinois
$76.3M 755,399 +755,399 New
MIS
33
Morningstar Investment Services
Illinois
$74.7M 746,836 +371,590 +99%
First Trust Advisors
34
First Trust Advisors
Illinois
$68.5M 678,674 +7,870 +1%
JWBC
35
John W. Bristol & Co
New York
$64.9M 642,755 -32,654 -5%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$63.2M 625,605 +140,561 +29%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$63.1M 624,855 +3,536 +0.6%
SEI Investments
38
SEI Investments
Pennsylvania
$61.7M 610,748 +4,431 +0.7%
Aristotle Capital Management
39
Aristotle Capital Management
California
$59.8M 592,335 +2,979 +0.5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$59.5M 589,361 +2,634 +0.4%
Corient Private Wealth
41
Corient Private Wealth
Florida
$59.3M 587,563 +129,578 +28%
HPG
42
Harvest Portfolios Group
Ontario, Canada
$52.6M 521,332 +3,715 +0.7%
RJA
43
Raymond James & Associates
Florida
$52.3M 518,405 +23 +0%
DADC
44
D.A. Davidson & Co
Montana
$49.2M 487,077 -10,100 -2%
Optiver Holding
45
Optiver Holding
Netherlands
$48.7M 482,177 +302,390 +168%
Citadel Advisors
46
Citadel Advisors
Florida
$44.4M 440,055 +440,055 New
American Century Companies
47
American Century Companies
Missouri
$44M 435,697 +51,793 +13%
Macquarie Group
48
Macquarie Group
Australia
$43.8M 434,075 -214,378 -33%
Marshall Wace
49
Marshall Wace
United Kingdom
$43.7M 432,322 -624,720 -59%
WFMPM
50
Woodley Farra Manion Portfolio Management
Indiana
$42.8M 424,327 +17,361 +4%
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