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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 %
LWL
526
Leo Wealth LLC
Texas
$907K -$55.8K -578 -6%
RWP
527
RWA Wealth Partners
Massachusetts
$905K +$29K +300 +3%
CGL
528
Clarius Group LLC
Washington
$903K -$61.5K -636 -6%
HIC
529
Holderness Investments Company
North Carolina
$886K -$12.1K -125 -1%
P
530
Pitcairn
Pennsylvania
$881K +$43.9K +454 +5%
Luther King Capital Management (LKCM)
531
Luther King Capital Management (LKCM)
Texas
$877K +$85.1K +880 +11%
KWM
532
Kingsview Wealth Management
Oregon
$875K +$50K +517 +6%
SN
533
Sittner & Nelson
Oregon
$875K +$4.16K +43 +0.5%
KGC
534
Kennon-Green & Company
Ohio
$867K -$66.3K -685 -7%
BMC
535
Beaton Management Company
Massachusetts
$858K – – –
BIAS
536
Beacon Investment Advisory Services
New Jersey
$852K -$109K -1,122 -11%
1IA
537
1620 Investment Advisors
Massachusetts
$845K -$42M -8,754 -98%
ABC
538
Associated Banc-Corp
Wisconsin
$843K -$9.96K -103 -1%
FIM
539
Freedom Investment Management
Connecticut
$842K -$49.3K -510 -6%
JFA
540
JNBA Financial Advisors
Minnesota
$838K -$2.42K -25 -0.3%
HA
541
Hamel Associates
New Jersey
$836K -$48.4K -500 -5%
FFA
542
Farther Finance Advisors
California
$835K +$132K +1,375 +19%
LSAG
543
Lake Street Advisors Group
New Hampshire
$832K +$2.61K +26 +0.3%
BSB
544
Bangor Savings Bank
Maine
$832K -$8.32K -86 -1%
HH
545
Hilltop Holdings
Texas
$827K +$42.1K +435 +5%
BFM
546
Boston Financial Management
Massachusetts
$825K -$75K -775 -8%
DTC
547
Davidson Trust Company
Washington
$823K +$61.9K +640 +8%
EIP
548
Epoch Investment Partners
New York
$816K -$2.32K -24 -0.3%
SWA
549
Stratos Wealth Advisors
Ohio
$814K -$23.9K -247 -3%
PFGIA
550
Patriot Financial Group Insurance Agency
Massachusetts
$809K +$116K +1,200 +17%
20 21
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