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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 %
STA
726
Summit Trail Advisors
New York
$436K +$69.2K +685 +19%
CAL
727
Capital Analysts LLC
Pennsylvania
$434K -$131K -1,295 -23%
SP
728
Stablepoint Partners
Massachusetts
$433K +$433K +4,289 New
VCM
729
Violich Capital Management
California
$429K – – –
PWP
730
Principle Wealth Partners
Connecticut
$429K – – –
SAM
731
S.A. Mason
Michigan
$428K – – –
BCM
732
Beddow Capital Management
Wyoming
$428K – – –
HSG
733
Helen Stephens Group
Texas
$428K – – –
BMO
734
Beck Mack & Oliver
New York
$424K – – –
BP
735
BBR Partners
New York
$424K +$144K +1,430 +52%
PCM
736
Pointe Capital Management
Michigan
$423K +$4.34K +43 +1%
NL
737
NWAM LLC
Washington
$422K +$5.37K +54 +1%
JDR
738
Jay D. Rosenbaum
$422K -$442K -4,375 -51%
GCM
739
Gallacher Capital Management
Colorado
$421K +$4.44K +44 +1%
YIA
740
YHB Investment Advisors
Connecticut
$416K – – –
FLAM
741
First Light Asset Management
Minnesota
$416K – – –
CFMC
742
Curbstone Financial Management Corp
New Hampshire
$413K – – –
PWAM
743
Pinnacle West Asset Management
Wyoming
$412K +$18.2K +180 +5%
FPWM
744
FSB Premier Wealth Management
Iowa
$412K +$115K +1,136 +39%
DBRC
745
D.B. Root & Company
Pennsylvania
$409K -$57.8K -572 -12%
GWM
746
Gitterman Wealth Management
New Jersey
$409K +$177K +1,757 +77%
SRC
747
Shufro Rose & Co
New York
$407K – – –
SWM
748
Spire Wealth Management
Virginia
$407K -$1.62K -15 -0.4%
IFWM
749
Institute for Wealth Management
Colorado
$401K -$1.21K -12 -0.3%
PFWA
750
Paces Ferry Wealth Advisors
Georgia
$399K -$1.21K -12 -0.3%
28 29
30
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