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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 %
AGC
951
Aspen Grove Capital
Colorado
$251K -$39.7K -393 -14%
LFA
952
Laraway Financial Advisors
Minnesota
$249K – – –
PPC
953
Park Place Capital
Alabama
$248K -$112K -1,112 -31%
SSWM
954
Sheets Smith Wealth Management
North Carolina
$247K – – –
ANBT
955
American National Bank & Trust
Texas
$247K +$120K +1,188 +94%
KAM
956
Knightsbridge Asset Management
California
$247K +$247K +2,441 New
PJSIMP
957
P.J. Schmidt Investment Management (PJS)
Wisconsin
$246K – – –
HSA
958
HBK Sorce Advisory
Pennsylvania
$246K +$2.02K +20 +0.8%
PAM
959
Paradigm Asset Management
New York
$245K – – –
SIC
960
Shoker Investment Counsel
Ohio
$245K +$2.02K +20 +0.8%
AEPWM
961
Atlantic Edge Private Wealth Management
Florida
$244K +$244K +2,420 New
FFS
962
Founders Financial Securities
Maryland
$244K -$11K -109 -4%
CAM
963
Cozad Asset Management
Illinois
$244K – – –
MGWM
964
Marks Group Wealth Management
Minnesota
$244K -$31.6K -313 -11%
IF
965
Intrua Financial
Texas
$244K -$10.1K -100 -4%
NRC
966
New Republic Capital
North Carolina
$244K +$17.4K +172 +8%
LIP
967
Liontrust Investment Partners
United Kingdom
$244K -$165K -1,637 -40%
WPW
968
Watershed Private Wealth
Illinois
$243K +$243K +2,411 New
PCP
969
Proficio Capital Partners
Massachusetts
$242K -$1.62K -16 -0.7%
PAM
970
Peak Asset Management
Colorado
$242K – – –
LKIM
971
Lawson Kroeker Investment Management
Nebraska
$242K – – –
WPP
972
Whalerock Point Partners
Rhode Island
$241K – – –
DDPIC
973
Deroy & Devereaux Private Investment Counsel
Michigan
$240K -$10.1K -100 -4%
ACM
974
Argyle Capital Management
Pennsylvania
$240K -$162K -1,600 -40%
GFWA
975
Grey Fox Wealth Advisors
Delaware
$240K -$6.06K -60 -2%
37 38
39
40 41