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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 %
WG
501
Welch Group
Alabama
$989K -$53.8K -556 -5%
CI
502
CX Institutional
Indiana
$987K -$5.13K -53 -0.5%
Walleye Trading
503
Walleye Trading
New York
$981K -$2.78M -28,715 -74%
CC
504
Centiva Capital
New York
$977K +$977K +10,104 New
MAM
505
Mystic Asset Management
Rhode Island
$975K +$58K +600 +6%
CastleKeep Investment Advisors
506
CastleKeep Investment Advisors
Connecticut
$975K -$103K -1,069 -10%
CA
507
Cambridge Advisors
Nebraska
$975K -$67.7K -700 -6%
MWM
508
Mission Wealth Management
California
$971K +$67.8K +701 +8%
KIA
509
KCM Investment Advisors
California
$970K -$10.7K -111 -1%
FFWA
510
FRG Family Wealth Advisors
Washington
$964K -$34K -350 -3%
FAIM
511
Financial Advocates Investment Management
Washington
$962K -$15.1K -156 -2%
HTIM
512
Harbour Trust & Investment Management
Indiana
$962K -$14.5K -150 -1%
NHC
513
Nicholas Hoffman & Company
Georgia
$960K +$6.19K +64 +0.6%
BCM
514
Becker Capital Management
Oregon
$954K +$14K +145 +1%
UWS
515
Unique Wealth Strategies
Illinois
$950K +$160K +1,656 +20%
AFG
516
Atomi Financial Group
New York
$949K +$120K +1,244 +15%
NED
517
Nancy E. Dempze
$947K -$905K -9,359 -49%
SB
518
Simmons Bank
Arkansas
$941K +$1.16K +12 +0.1%
DMC
519
Drexel Morgan & Co
Pennsylvania
$940K – – –
XF
520
XML Financial
Maryland
$936K -$234K -2,415 -20%
NHT
521
New Hampshire Trust
New Hampshire
$931K -$53.6K -554 -5%
KIC
522
Kensington Investment Counsel
California
$931K -$18.1K -187 -2%
FDCDDQ
523
Federation des caisses Desjardins du Quebec
Quebec, Canada
$926K -$5.43M -56,150 -85%
IC
524
IEQ Capital
California
$918K +$3.39K +35 +0.4%
DCM
525
DGS Capital Management
New Jersey
$910K +$9.87K +102 +1%
19 20
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