NVS icon

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 %
ACA
751
Aptus Capital Advisors
Alabama
$398K -$18.4K -182 -4%
ACM
752
Ategra Capital Management
Virginia
$397K – – –
BB
753
Busey Bank
Illinois
$396K +$32.3K +320 +9%
H
754
HoyleCohen
California
$396K – – –
TLCM
755
Twin Lakes Capital Management
California
$394K – – –
CCG
756
Cypress Capital Group
Florida
$394K -$23.3K -231 -6%
WB
757
WesBanco Bank
West Virginia
$393K -$74.8K -741 -16%
CTC
758
Cetera Trust Company
Minnesota
$392K +$392K +3,887 New
HWAM
759
Hennion & Walsh Asset Management
New Jersey
$391K +$1.31K +13 +0.3%
MFIM
760
Mesirow Financial Investment Management
Illinois
$390K +$390K +3,861 New
HCP
761
Hexagon Capital Partners
Arkansas
$389K +$118K +1,171 +44%
MWM
762
Mattern Wealth Management
Kansas
$387K -$5.35K -53 -1%
VAM
763
Verity Asset Management
North Carolina
$386K +$65.1K +645 +20%
OC
764
Oakworth Capital
Alabama
$384K -$505 -5 -0.1%
DDC
765
DF Dent & Co
Maryland
$384K – – –
RCM
766
RNC Capital Management
California
$384K +$56.5K +560 +17%
HBWM
767
Hollow Brook Wealth Management
New York
$382K – – –
FMWA
768
Forvis Mazars Wealth Advisors
Missouri
$382K -$54.3K -538 -12%
AF
769
Allworth Financial
California
$382K +$74K +733 +24%
RTC
770
Riverview Trust Company
Washington
$380K – – –
CF
771
Centaurus Financial
California
$379K -$7.58K -75 -2%
LC
772
Lindbrook Capital
California
$376K -$42.9K -425 -10%
FPFS
773
First Personal Financial Services
North Carolina
$376K – – –
MRCM
774
M&R Capital Management
New Jersey
$374K +$5.86K +58 +2%
IIM
775
InTrack Investment Management
Vermont
$374K +$136K +1,350 +57%
29 30
31
32 33