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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
18.58%
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 Holding Trade Value Shares
Change 		Shares
Change %
AWM
801
Angeles Wealth Management
California
$352K +$23K +228 +7%
OFG
802
OmniStar Financial Group
North Carolina
$351K -$321K -3,182 -48%
TYCC
803
Texas Yale Capital Corp
Florida
$350K +$1.01K +10 +0.3%
FHA
804
Flagship Harbor Advisors
Massachusetts
$348K -$24.1K -239 -6%
KWMG
805
King Wealth Management Group
Florida
$348K – – –
WC
806
Woodstock Corp
Massachusetts
$346K -$145K -1,434 -29%
WA
807
Wealth Alliance
New York
$345K -$17.9K -177 -5%
VC
808
Veracity Capital
Georgia
$345K +$808 +8 +0.2%
GDP
809
Great Diamond Partners
Maine
$344K +$1.52K +15 +0.4%
RHAM
810
Round Hill Asset Management
California
$342K – – –
GT
811
Glenview Trust
Kentucky
$341K +$10.3K +102 +3%
IA
812
IFG Advisory
Georgia
$340K -$120K -1,192 -26%
FAM
813
Formidable Asset Management
Ohio
$340K +$340K +3,366 New
NPF
814
Norris Perne & French
Michigan
$340K -$1.01K -10 -0.3%
ICG
815
InterOcean Capital Group
Tennessee
$339K +$3.84K +38 +1%
MSAM
816
Moloney Securities Asset Management
Missouri
$339K +$80.9K +801 +31%
PSFG
817
Prairie Sky Financial Group
Illinois
$338K – – –
GFS
818
GYL Financial Synergies
Connecticut
$338K -$18.1K -179 -5%
KCM
819
Kanawha Capital Management
Virginia
$337K – – –
QCIG
820
Quad-Cities Investment Group
Iowa
$337K – – –
CFGS
821
Concourse Financial Group Securities
Alabama
$336K -$46.3K -459 -12%
EFSCE
822
Enterprise Financial Services Corp (EFSC)
Missouri
$335K +$18.4K +182 +6%
CCM
823
Carlson Capital Management
Minnesota
$335K +$335K +3,315 New
BCA
824
Bay Colony Advisors
Massachusetts
$334K +$334K +3,308 New
CIAS
825
Capital Investment Advisory Services
North Carolina
$332K -$32.6K -323 -9%
31 32
33
34 35