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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 %
MAM
576
Marotta Asset Management
Virginia
$764K -$14.3K -142 -2%
RA
577
Ruggaard & Associates
Ohio
$758K -$5.05K -50 -0.7%
SC
578
Savant Capital
Illinois
$758K +$377K +3,738 +99%
LWA
579
Lantern Wealth Advisors
New York
$757K +$757K +7,500 New
LF
580
Lantz Financial
Illinois
$753K +$909 +9 +0.1%
GWA
581
GGM Wealth Advisors
Maryland
$753K – – –
RBC
582
Romano Brothers & Co
Illinois
$743K -$22.7K -225 -3%
FFA
583
Farther Finance Advisors
California
$741K +$620K +6,141 +513%
CA
584
Continuum Advisory
Idaho
$738K -$90.7K -900 -11%
ARG
585
Advisory Resource Group
Oklahoma
$737K +$34.4K +341 +5%
SWM
586
Scissortail Wealth Management
Oklahoma
$735K +$735K +6,806 New
CPC
587
Cookson Peirce & Co
Pennsylvania
$733K +$12.8K +127 +2%
Focus Partners Wealth
588
Focus Partners Wealth
Massachusetts
$731K +$731K +7,244 New
HI
589
Harbour Investments
Wisconsin
$724K +$16.6K +164 +2%
PFGIA
590
Patriot Financial Group Insurance Agency
Massachusetts
$723K +$196K +1,937 +37%
SCA
591
St. Clair Advisors
Ohio
$716K – – –
1WM
592
1900 Wealth Management
Texas
$708K -$26.2K -259 -4%
CG
593
CFO4Life Group
Texas
$708K -$13.7K -136 -2%
ST
594
SAL Trading
Pennsylvania
$707K -$343K -3,400 -33%
PBK
595
Peoples Bank (Kansas)
Kansas
$704K -$28K -277 -4%
AF
596
Apexium Financial
Texas
$702K +$494K +4,891 +237%
RCAG
597
Rehmann Capital Advisory Group
Michigan
$701K +$106K +1,052 +18%
DWA
598
Douglass Winthrop Advisors
New York
$701K – – –
JCM
599
Jacobi Capital Management
Pennsylvania
$699K +$10.6K +105 +2%
SI
600
Stephens Inc
Arkansas
$694K -$3.33K -33 -0.5%
22 23
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