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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 %
QWM
476
Quadcap Wealth Management
Texas
$1.1M -$161K -1,660 -13%
EAM
477
Eagle Asset Management
Florida
$1.09M -$35.1K -366 -3%
TCA
478
Transcend Capital Advisors
New Jersey
$1.09M -$9.67K -100 -0.9%
CIC
479
Carnegie Investment Counsel
Ohio
$1.07M -$51.8K -535 -5%
SAM
480
Silvercrest Asset Management
New York
$1.06M +$48.4K +500 +5%
SC
481
SouthState Corp
Florida
$1.06M -$31.3K -324 -3%
P
482
&Partners
Tennessee
$1.06M +$481K +4,943 +83%
Connor, Clark & Lunn Investment Management (CC&L)
483
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.06M -$6.41M -66,251 -86%
TPCW
484
TD Private Client Wealth
New York
$1.05M -$99.2K -1,026 -9%
MA
485
Mutual Advisors
Nebraska
$1.05M +$162K +1,672 +18%
LC
486
LCNB Corp
Ohio
$1.05M -$55.6K -575 -5%
AAM
487
AR Asset Management
California
$1.04M – – –
SGA
488
Strategic Global Advisors
California
$1.04M -$9.96K -103 -1%
AWA
489
Aaron Wealth Advisors
Illinois
$1.04M +$466K +4,818 +82%
CCIA
490
Campbell & Co Investment Adviser
Maryland
$1.03M +$745K +7,697 +259%
BCM
491
Bayesian Capital Management
New York
$1.03M +$1.03M +10,600 New
Kayne Anderson Rudnick Investment Management
492
Kayne Anderson Rudnick Investment Management
California
$1.02M -$64.7K -669 -6%
MFG
493
Merit Financial Group
Georgia
$1.02M +$828K +8,509 +424%
MFA
494
Mayflower Financial Advisors
Massachusetts
$1.02M +$16.9K +175 +2%
BNP Paribas Financial Markets
495
BNP Paribas Financial Markets
France
$1.02M +$238K +2,463 +31%
SSI
496
Scott & Selber Inc
Texas
$1.01M -$3.97K -41 -0.4%
OMC
497
Old Mission Capital
Illinois
$1.01M +$1.01M +10,465 New
CSPIA
498
Cary Street Partners Investment Advisory
Virginia
$1.01M +$38.9K +402 +4%
UB
499
UMB Bank
Missouri
$1.01M -$48K -496 -5%
LNC
500
Lincoln National Corp
Pennsylvania
$997K -$50.7K -524 -5%
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