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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.

Holders
1,267
Holders Change
+46
Holders Change %
+3.77%
% of All Funds
18.58%
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 Market Value Shares Shares
Change 		Shares
Change %
CCMG
51
Clark Capital Management Group
Pennsylvania
$42.6M 421,986 +15,179 +4%
TH
52
TCTC Holdings
Texas
$40.3M 398,869 +43 +0%
Millennium Management
53
Millennium Management
New York
$40.2M 398,300 +362,552 +1,014%
NA
54
NewEdge Advisors
Louisiana
$39.9M 391,458 +19,029 +5%
Adage Capital Partners
55
Adage Capital Partners
Massachusetts
$39.8M 394,472 +82,500 +26%
Pacer Advisors
56
Pacer Advisors
Pennsylvania
$39.2M 387,820 +368,778 +1,937%
Ameriprise
57
Ameriprise
Minnesota
$36.8M 364,713 -12,336 -3%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$35.4M 350,461 -9,438 -3%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$35.1M 347,214 -213 -0.1%
LPL Financial
60
LPL Financial
California
$34.9M 346,022 +15,980 +5%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$34.8M 344,310 +226,515 +192%
SC
62
Saturna Capital
Washington
$33.1M 327,656 -1,805 -0.5%
NW
63
NewEdge Wealth
Pennsylvania
$32.8M 324,901 +43,106 +15%
FFB
64
First Financial Bankshares
Texas
$32M 316,956 +316,956 New
Creative Planning
65
Creative Planning
Kansas
$31.3M 310,188 -137,394 -31%
CT
66
Cambridge Trust
Massachusetts
$30.3M 300,050 -3,121 -1%
HighTower Advisors
67
HighTower Advisors
Illinois
$29.2M 288,969 +6,369 +2%
Voloridge Investment Management
68
Voloridge Investment Management
Florida
$28.3M 280,061 +75,756 +37%
MAP
69
Managed Asset Portfolios
Michigan
$27.8M 275,811 +1,607 +0.6%
Invesco
70
Invesco
Georgia
$27M 267,516 -27,427 -9%
US Bancorp
71
US Bancorp
Minnesota
$26.9M 266,543 +31,452 +13%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$26.2M 259,556 -7,345 -3%
FCI
73
Financial Counselors Inc
Kansas
$26.2M 259,410 -2,715 -1%
Stifel Financial
74
Stifel Financial
Missouri
$25.3M 250,310 -1,371 -0.5%
Brown Advisory
75
Brown Advisory
Maryland
$25M 247,820 -39,471 -14%
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