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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 %
RC
876
Roundview Capital
New Jersey
$295K -$3.53K -35 -1%
WA
877
Waverly Advisors
Alabama
$293K +$34.1K +338 +13%
TW
878
Traveka Wealth
California
$292K +$292K +2,894 New
AIP
879
Almanack Investment Partners
Pennsylvania
$292K – – –
AA
880
Argent Advisors
Louisiana
$292K -$41.4K -410 -12%
WAM
881
Weatherly Asset Management
California
$291K -$11.8K -117 -4%
TW
882
TritonPoint Wealth
Maryland
$290K +$290K +2,877 New
ECG
883
Edge Capital Group
Georgia
$290K – – –
HNWAG
884
High Net Worth Advisory Group
Florida
$290K – – –
LRIA
885
Leonard Rickey Investment Advisors
Washington
$290K +$5.86K +58 +2%
GTAM
886
Global Trust Asset Management
Florida
$289K – – –
KFA
887
Kapstone Financial Advisors
Ohio
$288K – – –
PMA
888
Prudent Man Advisors
Illinois
$285K -$30.8K -305 -10%
LWM
889
Liberty Wealth Management
California
$285K -$1.51K -15 -0.5%
HPC
890
HM Payson & Co
Maine
$283K -$15.1K -150 -5%
CP
891
Canopy Partners
Ohio
$282K +$282K +2,795 New
AWM
892
Axxcess Wealth Management
California
$282K +$51.7K +512 +22%
RFO
893
RiverGlades Family Offices
Florida
$281K – – –
BFA
894
Buttonwood Financial Advisors
Maryland
$280K – – –
BGAI
895
Bruce G. Allen Investments
Colorado
$279K +$279K +2,767 New
BA
896
Bristlecone Advisors
Washington
$278K – – –
GA
897
GFS Advisors
Texas
$278K – – –
PWG
898
Portside Wealth Group
Utah
$276K +$33.3K +330 +14%
GWANC
899
Guardian Wealth Advisors (North Carolina)
North Carolina
$276K -$10.6K -105 -4%
FTA
900
Financial & Tax Architects
Missouri
$276K -$10.5K -104 -4%
34 35
36
37 38