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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 %
SIGI
476
Susquehanna International Group (Ireland)
Ireland
$1.11M -$82.6K -818 -7%
UB
477
UMB Bank
Missouri
$1.1M -$78.3K -775 -7%
SGA
478
Strategic Global Advisors
California
$1.09M -$25.2K -250 -2%
LNC
479
Lincoln National Corp
Pennsylvania
$1.09M +$186K +1,846 +21%
WG
480
Welch Group
Alabama
$1.09M -$12.4K -123 -1%
CA
481
Cambridge Advisors
Nebraska
$1.09M – – –
AAM
482
AR Asset Management
California
$1.09M – – –
LFA
483
Legacy Financial Advisors
Kentucky
$1.08M +$156K +1,548 +17%
CCM
484
Chilton Capital Management
Texas
$1.08M -$1.01K -10 -0.1%
BSAM
485
Blue Square Asset Management
New York
$1.08M +$225K +2,226 +26%
SSI
486
Scott & Selber Inc
Texas
$1.06M -$2.63K -26 -0.2%
SAM
487
Silvercrest Asset Management
New York
$1.06M -$1.11K -11 -0.1%
MFA
488
Mayflower Financial Advisors
Massachusetts
$1.05M -$14K -139 -1%
FFWA
489
FRG Family Wealth Advisors
Washington
$1.04M – – –
CI
490
CX Institutional
Indiana
$1.04M – – –
NHT
491
New Hampshire Trust
New Hampshire
$1.03M -$88.7K -878 -8%
KIA
492
KCM Investment Advisors
California
$1.02M -$45.2K -448 -4%
Amundi
493
Amundi
France
$1.02M +$1.02M +9,602 New
FAIM
494
Financial Advocates Investment Management
Washington
$1.02M – – –
HTIM
495
Harbour Trust & Investment Management
Indiana
$1.02M +$1.02M +10,095 New
EFMC
496
Empire Financial Management Company
New York
$1.02M +$8.18K +81 +0.8%
CSPIA
497
Cary Street Partners Investment Advisory
Virginia
$1.01M -$39.5K -391 -4%
NS
498
NBC Securities
Alabama
$1.01M -$4.84K -48 -0.5%
LWL
499
Leo Wealth LLC
Texas
$1.01M +$1.01M +9,982 New
PFM
500
Privium Fund Management
Netherlands
$1.01M -$101K -1,000 -9%
18 19
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