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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 %
NDSI
776
Newman Dignan & Sheerar Inc
Rhode Island
$373K – – –
CC
777
Cannell & Co
New York
$371K -$87.9K -871 -19%
SVWAG
778
Sound View Wealth Advisors Group
Georgia
$370K – – –
TNB
779
Thomasville National Bank
Georgia
$369K -$248K -2,455 -40%
APWM
780
Argonautica Private Wealth Management
Massachusetts
$369K +$7.98K +79 +2%
SFG
781
Summit Financial Group
West Virginia
$369K – – –
PB
782
Pinnacle Bancorp
Nebraska
$368K +$9.9K +98 +3%
IWA
783
Icon Wealth Advisors
Texas
$367K +$367K +3,631 New
DOA
784
D'Orazio & Associates
Virginia
$366K +$45.2K +448 +14%
EIM
785
Essex Investment Management
Massachusetts
$366K – – –
FFA
786
First Foundation Advisors
California
$366K -$44.1K -437 -11%
SMA
787
Seven Mile Advisory
New Jersey
$365K +$22.6K +224 +7%
VPI
788
Value Partners Investments
Manitoba, Canada
$362K -$8.7K -86 -2%
CNBT
789
Canandaigua National Bank & Trust
New York
$362K -$170K -1,682 -32%
RSWM
790
Robertson Stephens Wealth Management
California
$361K – – –
CDH
791
Charles D. Hyman
$359K +$5.25K +52 +1%
GI
792
GAMMA Investing
California
$358K +$358K +3,464 New
MWM
793
Meridian Wealth Management
Kentucky
$358K +$1.92K +19 +0.5%
PCA
794
Prosperity Capital Advisors
Ohio
$357K +$5.15K +51 +1%
S
795
Sachetta
Massachusetts
$356K +$356K +3,524 New
BHWM
796
Bar Harbor Wealth Management
New Hampshire
$355K +$31.6K +313 +10%
CCA
797
Cravens & Co Advisors
Tennessee
$354K – – –
RRA
798
Round Rock Advisors
Connecticut
$353K -$8.58K -85 -2%
LG
799
LaFleur & Godfrey
Michigan
$353K -$48K -475 -12%
Russell Investments Group
800
Russell Investments Group
United Kingdom
$352K +$94.2K +933 +37%
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