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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 %
BDS
551
Banco de Sabadell
Florida
$824K -$2.12K -21 -0.3%
CTC
552
Central Trust Company
Missouri
$822K +$7.07K +70 +0.9%
TC
553
Telemus Capital
Michigan
$820K -$170K -1,687 -17%
HH
554
Hilltop Holdings
Texas
$819K -$22K -218 -3%
LOIM
555
Liberty One Investment Management
Illinois
$818K -$2.52K -25 -0.3%
MIC
556
Means Investment Company
Maine
$815K +$10.4K +103 +1%
BNP Paribas Financial Markets
557
BNP Paribas Financial Markets
France
$811K +$755K +7,480 +1,345%
CAMG
558
CWA Asset Management Group
Florida
$811K +$811K +8,028 New
FSA
559
Fort Sheridan Advisors
Illinois
$809K +$606 +6 +0.1%
LWCFA
560
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$808K – – –
AWE
561
Avidian Wealth Enterprises
Texas
$808K -$3.33K -33 -0.4%
MA
562
Montag & Associates
Georgia
$805K -$10.4K -103 -1%
CAG
563
Csenge Advisory Group
Florida
$800K +$81.4K +806 +11%
JWBC
564
J.W. Burns & Co
New York
$799K +$30.3K +300 +4%
OIA
565
OneDigital Investment Advisors
Kansas
$799K +$372K +3,686 +87%
GIA
566
Gladstone Institutional Advisory
Florida
$797K -$21.4K -212 -3%
DTC
567
Davidson Trust Company
Washington
$794K +$11.3K +112 +1%
CP
568
Covenant Partners
Tennessee
$793K -$9.09K -90 -1%
LDB
569
Lee, Danner & Bass
Tennessee
$791K – – –
MWM
570
Modera Wealth Management
New Jersey
$785K +$22.5K +223 +3%
MSS
571
Mitchell Sinkler & Starr
Pennsylvania
$780K +$345K +3,420 +79%
PP
572
PDS Planning
Ohio
$778K +$28K +277 +4%
AIM
573
Anchor Investment Management
South Carolina
$776K – – –
SRC
574
Sage Rhino Capital
California
$772K +$7.07K +70 +0.9%
WFI
575
West Family Investments
California
$766K +$14.5K +144 +2%
21 22
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