NVS icon

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 %
CGL
501
Clarius Group LLC
Washington
$1.01M -$2.63K -26 -0.3%
BIAS
502
Beacon Investment Advisory Services
New Jersey
$1M -$24.1K -239 -2%
NHC
503
Nicholas Hoffman & Company
Georgia
$995K – – –
KIC
504
Kensington Investment Counsel
California
$990K +$46.2K +458 +5%
DMC
505
Drexel Morgan & Co
Pennsylvania
$981K – – –
BCM
506
Becker Capital Management
Oregon
$981K -$4.04K -40 -0.4%
SB
507
Simmons Bank
Arkansas
$981K – – –
KGC
508
Kennon-Green & Company
Ohio
$974K -$127K -1,255 -12%
1832 Asset Management
509
1832 Asset Management
Ontario, Canada
$969K +$311K +3,081 +47%
MAM
510
Mystic Asset Management
Rhode Island
$958K – – –
MG
511
Mather Group
Illinois
$957K +$173K +1,712 +22%
IC
512
IEQ Capital
California
$955K +$404K +3,997 +73%
FM
513
Foster & Motley
Ohio
$954K +$440K +4,358 +86%
MWM
514
Mission Wealth Management
California
$943K +$28.2K +279 +3%
BFM
515
Boston Financial Management
Massachusetts
$940K +$85.1K +843 +10%
DCM
516
DGS Capital Management
New Jersey
$940K +$58.2K +576 +7%
HIC
517
Holderness Investments Company
North Carolina
$937K – – –
NWM
518
Northcape Wealth Management
New York
$935K -$9.49K -94 -1%
FIM
519
Freedom Investment Management
Connecticut
$930K +$91.2K +903 +11%
MA
520
Mutual Advisors
Nebraska
$926K -$212K -2,102 -19%
HA
521
Hamel Associates
New Jersey
$923K -$50.5K -500 -5%
SFA
522
Semmax Financial Advisors
North Carolina
$916K +$51.8K +523 +6%
RWP
523
RWA Wealth Partners
Massachusetts
$915K +$213K +2,110 +30%
SN
524
Sittner & Nelson
Oregon
$909K -$51.8K -513 -5%
DS
525
DRW Securities
Illinois
$905K +$400K +3,963 +79%
19 20
21
22 23