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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 %
1IA
526
1620 Investment Advisors
Massachusetts
$902K +$902K +8,930 New
FLPIM
527
F.L. Putnam Investment Management
Massachusetts
$901K +$9.19K +91 +1%
BMC
528
Beaton Management Company
Massachusetts
$896K – – –
PA
529
Parallel Advisors
California
$896K -$23.7K -235 -3%
ABC
530
Associated Banc-Corp
Wisconsin
$891K -$22.3K -221 -2%
KFC
531
Klingenstein Fields & Co
New York
$883K +$50.5K +500 +6%
JFA
532
JNBA Financial Advisors
Minnesota
$877K -$36K -357 -4%
BSB
533
Bangor Savings Bank
Maine
$877K +$51.8K +513 +6%
SWA
534
Stratos Wealth Advisors
Ohio
$874K +$19.3K +191 +2%
P
535
Pitcairn
Pennsylvania
$874K +$400K +3,960 +84%
PHK
536
Point72 Hong Kong
Hong Kong
$869K +$869K +8,607 New
AFG
537
Atomi Financial Group
New York
$865K +$865K +8,568 New
KWM
538
Kingsview Wealth Management
Oregon
$861K -$43K -426 -5%
EIP
539
Epoch Investment Partners
New York
$854K +$81.9K +811 +11%
VSQM
540
V-Square Quantitative Management
Illinois
$848K +$848K +8,395 New
MCM
541
Mill Capital Management
North Carolina
$847K – – –
BWP
542
BSW Wealth Partners
Colorado
$845K +$147K +1,456 +21%
FB
543
Fulton Bank
Pennsylvania
$844K +$81.2K +804 +11%
DWM
544
Dakota Wealth Management
Florida
$839K -$13.2K -131 -2%
LSAG
545
Lake Street Advisors Group
New Hampshire
$834K +$834K +8,258 New
CAM
546
Cypress Asset Management
Texas
$833K -$17.9K -177 -2%
VA
547
Valmark Advisers
Ohio
$832K -$101 -1 -0%
AIA
548
Armor Investment Advisors
North Carolina
$830K +$44K +436 +6%
Luther King Capital Management (LKCM)
549
Luther King Capital Management (LKCM)
Texas
$827K -$16.1K -159 -2%
UWS
550
Unique Wealth Strategies
Illinois
$825K +$825K +8,170 New
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