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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 %
ESB
826
Essex Savings Bank
Connecticut
$331K +$72.6K +719 +28%
SAG
827
SageView Advisory Group
California
$331K +$77.4K +718 +31%
BFW
828
Brady Family Wealth
Missouri
$329K -$11.1K -110 -3%
FLI
829
Family Legacy Inc
South Carolina
$328K – – –
MNBTD
830
Moody National Bank Trust Division
Texas
$327K -$23.4K -232 -7%
SSWM
831
Smith Salley Wealth Management
North Carolina
$326K -$303 -3 -0.1%
WANY
832
Wealthspire Advisors (New York)
New York
$326K +$3.03K +30 +0.9%
HCA
833
Heck Capital Advisors
Wisconsin
$325K -$29.1K -288 -8%
FNB
834
Farmers National Bank
Kentucky
$325K -$11.9K -118 -4%
HI
835
Hendershot Investments
Virginia
$324K – – –
GWMR
836
GC Wealth Management RIA
Massachusetts
$323K +$323K +3,198 New
WHC
837
Wulff, Hansen & Co
California
$323K – – –
RFG
838
RFP Financial Group
Georgia
$321K – – –
EH
839
Equitable Holdings
New York
$320K -$505 -5 -0.2%
KMWM
840
Keudell/Morrison Wealth Management
Oregon
$319K +$1.62K +16 +0.5%
CCM
841
Crew Capital Management
Ohio
$318K -$12.2K -121 -4%
AL
842
Aspiriant LLC
California
$318K -$66.2K -656 -17%
OL
843
Optas LLC
Texas
$317K +$25.2K +250 +9%
KFI
844
Key Financial Inc
Pennsylvania
$317K +$18.3K +181 +6%
MBT
845
Montecito Bank & Trust
California
$317K -$58.8K -582 -16%
VC
846
Vicus Capital
Pennsylvania
$316K -$39.7K -393 -11%
AFCM
847
Applied Finance Capital Management
Puerto Rico
$316K -$23.5K -233 -7%
CT
848
Colonial Trust
South Carolina
$316K – – –
WCF
849
West Coast Financial
California
$316K -$20.2K -200 -6%
SW
850
StrongBox Wealth
Missouri
$316K +$43.4K +430 +16%
32 33
34
35 36