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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 %
PCA
851
Peddock Capital Advisors
Massachusetts
$315K – – –
PMAM
852
Penn Mutual Asset Management
Pennsylvania
$315K -$101K -1,000 -24%
AHL
853
Abel Hall LLC
Louisiana
$314K +$314K +3,110 New
LCM
854
LCM Capital Management
Illinois
$313K +$1.82K +18 +0.6%
ACC
855
Acorn Creek Capital
Colorado
$312K +$312K +3,086 New
AA
856
Ancora Advisors
Ohio
$310K -$32.2K -319 -9%
BC
857
Belmont Capital
California
$309K – – –
PWP
858
Pursue Wealth Partners
California
$308K – – –
CCFCSB
859
Cape Cod Five Cents Savings Bank
Massachusetts
$308K -$315K -3,119 -51%
SL
860
Sentry LLC
Tennessee
$307K – – –
AIA
861
Angeles Investment Advisors
California
$306K +$20.3K +201 +7%
WA1
862
Wimmer Associates 1
California
$306K -$17.7K -175 -5%
V
863
ViaWealth
Kansas
$305K – – –
RWA
864
River Wealth Advisors
Pennsylvania
$304K +$304K +3,010 New
JC
865
Jacobs & Co
California
$300K +$15.1K +150 +5%
HWMG
866
Hurlow Wealth Management Group
Indiana
$300K – – –
CCIA
867
Campbell & Co Investment Adviser
Maryland
$300K +$300K +2,967 New
SEP
868
Southland Equity Partners
Missouri
$299K +$2.22K +22 +0.7%
ATPW
869
Ashton Thomas Private Wealth
Arizona
$299K – – –
SEIA
870
Signature Estate & Investment Advisors
California
$299K -$11.5K -114 -4%
LA
871
Latitude Advisors
Florida
$298K – – –
DWM
872
Dorchester Wealth Management
Quebec, Canada
$297K – – –
CWP
873
Curated Wealth Partners
California
$297K – – –
SW
874
SteelPeak Wealth
California
$295K -$65.7K -651 -18%
CHA
875
Carmichael Hill & Associates
Maryland
$295K -$10.4K -103 -3%
33 34
35
36 37