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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 %
BJL
701
Brighton Jones LLC
Washington
$470K +$707 +7 +0.2%
CC
702
Callan Capital
California
$467K +$467K +4,628 New
WKWM
703
Walter & Keenan Wealth Management
Indiana
$467K – – –
M
704
MOTCO
Texas
$465K +$257K +2,549 +124%
CA
705
Cullinan Associates
Kentucky
$464K -$20.2K -200 -4%
IAA
706
Independent Advisor Alliance
North Carolina
$464K +$35.3K +350 +8%
Kovitz Investment Group Partners
707
Kovitz Investment Group Partners
Illinois
$463K – – –
IAS
708
Insigneo Advisory Services
Florida
$461K +$63.7K +631 +16%
CIA
709
Cohen Investment Advisors
New Hampshire
$460K -$44.3K -439 -9%
FCH
710
Freestone Capital Holdings
Washington
$459K -$19.2K -190 -4%
XT
711
XTX Topco
Cayman Islands
$456K +$456K +4,519 New
CIA
712
Capital Investment Advisors
Georgia
$453K +$35.7K +354 +9%
BB
713
Berkshire Bank
Massachusetts
$453K -$47.6K -471 -10%
LJAC
714
L.J. Altfest & Co
New York
$452K -$4.24K -42 -0.9%
MSA
715
Marino Stram & Associates
Massachusetts
$451K – – –
WT
716
Washington Trust
Rhode Island
$450K – – –
SIA
717
Sit Investment Associates
Minnesota
$449K – – –
BFC
718
Bedel Financial Consulting
Indiana
$449K – – –
HWM
719
HB Wealth Management
Georgia
$442K -$30.3K -300 -6%
TFS
720
Thoroughbred Financial Services
Tennessee
$441K -$52.5K -521 -11%
RCG
721
Regatta Capital Group
California
$441K +$303 +3 +0.1%
RPC
722
Rossmore Private Capital
Connecticut
$440K – – –
BGC
723
Beutel, Goodman & Co
Ontario, Canada
$440K +$154K +1,530 +54%
SIA
724
Strategic Investment Advisors
Michigan
$440K +$14.4K +143 +3%
AMIM
725
Aull & Monroe Investment Management
Alabama
$438K – – –
27 28
29
30 31