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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.

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
1
Cullen Capital Management
New York
$283M
2
Citigroup
2
Citigroup
New York
$88.6M
3
MF
3
Magnetar Financial
Illinois
$184M
4
MIP
4
Mondrian Investment Partners
United Kingdom
$200M
5
GAM
5
Groupama Asset Management
France
$38.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$702M
2
Dodge & Cox
2
Dodge & Cox
California
$1.2B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$1.97M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$91.5M
5
Primecap Management
5
Primecap Management
California
$1.2B
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
51
Groupama Asset Management
France
$38.4M 395,595 +395,595 New
Pacer Advisors
52
Pacer Advisors
Pennsylvania
$38M 393,336 +5,516 +1%
NA
53
NewEdge Advisors
Louisiana
$37.7M 389,725 -1,733 -0.4%
Macquarie Group
54
Macquarie Group
Australia
$36.9M 381,786 -52,289 -12%
MIS
55
Morningstar Investment Services
Illinois
$35.6M 370,994 -375,842 -50%
LPL Financial
56
LPL Financial
California
$34.9M 361,048 +15,026 +4%
NW
57
NewEdge Wealth
Pennsylvania
$34.6M 355,010 +30,109 +9%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$32.7M 337,957 -9,257 -3%
SC
59
Saturna Capital
Washington
$31.7M 327,884 +228 +0.1%
Adage Capital Partners
60
Adage Capital Partners
Massachusetts
$31.3M 323,549 -70,923 -18%
Creative Planning
61
Creative Planning
Kansas
$30.6M 316,607 +6,419 +2%
WFMPM
62
Woodley Farra Manion Portfolio Management
Indiana
$30.5M 314,559 -109,768 -26%
FFB
63
First Financial Bankshares
Texas
$30.3M 313,159 -3,797 -1%
HighTower Advisors
64
HighTower Advisors
Illinois
$28.7M 296,253 +7,284 +3%
TAM
65
Todd Asset Management
Kentucky
$28.7M 296,246 +296,246 New
Cerity Partners
66
Cerity Partners
New York
$28.1M 287,176 +39,375 +16%
BFM
67
Boothbay Fund Management
New York
$26.7M 275,974 +87,279 +46%
Millennium Management
68
Millennium Management
New York
$26.2M 271,243 -127,057 -32%
VanEck Associates
69
VanEck Associates
New York
$26.2M 270,440 +55,142 +26%
US Bancorp
70
US Bancorp
Minnesota
$25.5M 264,076 -2,467 -0.9%
Stifel Financial
71
Stifel Financial
Missouri
$25.1M 259,370 +9,060 +4%
MAP
72
Managed Asset Portfolios
Michigan
$25.1M 259,022 -16,789 -6%
OAM
73
Oppenheimer Asset Management
New York
$25M 258,933 +19,468 +8%
FCI
74
Financial Counselors Inc
Kansas
$24.8M 256,538 -2,872 -1%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$24.5M 252,761 -6,795 -3%
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