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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 %
NG
901
Northstar Group
New York
$276K – – –
PFSC
902
Peoples Financial Services Corp
Pennsylvania
$275K – – –
KA
903
Klingman & Associates
New York
$274K – – –
PTC
904
Philadelphia Trust Company
Pennsylvania
$274K – – –
BIA
905
Benchmark Investment Advisors
Illinois
$273K -$64.6K -640 -19%
CIA
906
Compass Ion Advisors
Pennsylvania
$273K -$23.5K -233 -8%
SFS
907
Stiles Financial Services
Minnesota
$273K -$30.6K -303 -10%
SCM
908
Shelton Capital Management
Colorado
$273K -$10.1K -100 -4%
CBTWT
909
Community Bank & Trust (Waco, Texas)
Texas
$272K -$20.3K -201 -7%
NERM
910
New England Research & Management
Illinois
$272K – – –
GLA
911
Great Lakes Advisors
Illinois
$272K -$16.2K -160 -6%
SAM
912
Smartleaf Asset Management
Massachusetts
$272K +$272K +2,717 New
SC
913
Sapient Capital
Indiana
$271K +$271K +2,688 New
SAA
914
Southeast Asset Advisors
Georgia
$271K – – –
AP
915
Advisors Preferred
Maryland
$271K +$271K +2,679 New
Mitsubishi UFJ Asset Management
916
Mitsubishi UFJ Asset Management
Japan
$270K +$61.3K +585 +29%
MSFS
917
Main Street Financial Solutions
Pennsylvania
$270K +$15.7K +155 +6%
PTP
918
Platform Technology Partners
New York
$270K -$26.1K -260 -9%
OWA
919
Opal Wealth Advisors
New York
$268K -$404 -4 -0.2%
MFG
920
Magnus Financial Group
New York
$267K +$2.73K +27 +1%
KP
921
Keel Point
Alabama
$267K +$7.37K +73 +3%
JIC
922
Joel Isaacson & Co
New York
$267K +$267K +2,646 New
CC
923
Chicago Capital
Illinois
$267K – – –
ACM
924
Allred Capital Management
Texas
$265K -$24.8K -246 -9%
MWA
925
Meridian Wealth Advisors
Texas
$263K – – –
35 36
37
38 39