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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 %
WAAG
926
Wealth Alliance Advisory Group
Kansas
$263K – – –
CPRC
927
Consolidated Portfolio Review Corp
New York
$262K -$44.8K -444 -15%
ClearBridge Investments
928
ClearBridge Investments
New York
$262K -$103K -1,021 -28%
BTI
929
Blue Trust Inc
Georgia
$261K +$3.47K +34 +1%
Toronto Dominion Bank
930
Toronto Dominion Bank
Ontario, Canada
$259K – – –
GM
931
GeoWealth Management
Illinois
$259K +$259K +2,576 New
GWM
932
GSB Wealth Management
Connecticut
$259K – – –
NCM
933
Northside Capital Management
Oregon
$257K – – –
OWM
934
OneAscent Wealth Management
Alabama
$256K +$7.59K +75 +3%
MIM
935
Merrion Investment Management
New Jersey
$256K – – –
ES
936
Eagle Strategies
New York
$256K – – –
PWP
937
Private Wealth Partners
California
$256K – – –
Koshinski Asset Management
938
Koshinski Asset Management
Illinois
$256K +$43.9K +435 +21%
LCGC
939
Legacy Capital Group California
California
$256K +$256K +2,531 New
CWM
940
Connecticut Wealth Management
Connecticut
$255K +$15.2K +151 +6%
IA
941
IFP Advisors
Florida
$254K -$148K -1,466 -37%
AP
942
Appleton Partners
Massachusetts
$254K -$1.82K -18 -0.7%
ACP
943
Aveo Capital Partners
Colorado
$253K +$27.8K +275 +12%
SPWM
944
Straight Path Wealth Management
Michigan
$253K – – –
PWLP
945
Prio Wealth Limited Partnership
Massachusetts
$253K +$11.1K +110 +5%
CWM
946
Cornerstone Wealth Management
Missouri
$252K +$7.17K +71 +3%
AIIMS
947
Analyst IMS Investment Management Services
Israel
$252K – – –
OAM
948
Occidental Asset Management
California
$251K -$114K -1,133 -31%
MLL
949
Moody Lynn & Lieberson
Massachusetts
$251K – – –
FCA
950
FLC Capital Advisors
California
$251K +$251K +2,486 New
36 37
38
39 40