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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 %
NWM
576
Northcape Wealth Management
New York
$732K -$163K -1,690 -18%
QIM
577
Quantitative Investment Management
Virginia
$730K -$1.66M -17,147 -69%
CP
578
Covenant Partners
Tennessee
$730K -$29.7K -307 -4%
ABP
579
Arthur B. Page
$726K -$952K -9,839 -57%
MAM
580
Marotta Asset Management
Virginia
$725K -$6.87K -71 -0.9%
CL
581
Choreo LLC
Illinois
$724K +$230K +2,378 +47%
LWA
582
Lantern Wealth Advisors
New York
$716K -$9.67K -100 -1%
RBC
583
Romano Brothers & Co
Illinois
$712K – – –
AWE
584
Avidian Wealth Enterprises
Texas
$707K -$66.3K -685 -9%
SMG
585
Smart Money Group
Texas
$706K +$142K +1,459 +25%
CC
586
Callan Capital
California
$699K +$251K +2,598 +56%
HI
587
Harbour Investments
Wisconsin
$699K +$4.93K +51 +0.7%
CPC
588
Cookson Peirce & Co
Pennsylvania
$698K -$4.06K -42 -0.6%
LF
589
Lantz Financial
Illinois
$696K -$25.6K -265 -4%
TCPW
590
Twin City Private Wealth
North Carolina
$695K +$695K +6,943 New
LOIM
591
Liberty One Investment Management
Illinois
$695K -$88.7K -917 -11%
BP
592
BBR Partners
New York
$692K +$286K +2,959 +70%
DWA
593
Douglass Winthrop Advisors
New York
$691K +$20.3K +210 +3%
VFA
594
Valeo Financial Advisors
Indiana
$691K +$34.4K +350 +5%
SCA
595
St. Clair Advisors
Ohio
$686K – – –
FB
596
Fulton Bank
Pennsylvania
$685K -$123K -1,269 -15%
RCAG
597
Rehmann Capital Advisory Group
Michigan
$681K +$9.96K +103 +1%
KFC
598
Klingenstein Fields & Co
New York
$681K -$164K -1,700 -19%
Susquehanna International Group
599
Susquehanna International Group
Pennsylvania
$679K -$1.27M -13,079 -65%
LWCFA
600
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$675K -$68K -715 -9%
22 23
24
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