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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
76
Cerity Partners
New York
$25M 247,801 +58,395 +31%
GHA
77
GW Henssler & Associates
Georgia
$25M 247,226 +10,391 +4%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$24.7M 244,786 -50,653 -17%
Citigroup
79
Citigroup
New York
$24.2M 240,130 +55,429 +30%
OAM
80
Oppenheimer Asset Management
New York
$24.2M 239,465 -4,750 -2%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$23.1M 229,186 +52 +0%
MIM
82
Martin Investment Management
Florida
$22.8M 226,135 -3,049 -1%
IHAM
83
Integral Health Asset Management
New York
$22.7M 225,000 +25,000 +13%
AssetMark Inc
84
AssetMark Inc
California
$21.8M 216,299 +13,006 +6%
VanEck Associates
85
VanEck Associates
New York
$21.7M 215,298 -4,811 -2%
Neuberger Berman Group
86
Neuberger Berman Group
New York
$21.4M 212,233 -50,380 -19%
CCM
87
Causeway Capital Management
California
$21.1M 209,089 +22,070 +12%
GGI
88
Godsey & Gibb Inc
Virginia
$19.8M 195,636 +1,553 +0.8%
Osaic Holdings
89
Osaic Holdings
Arizona
$19.6M 193,814 -53,655 -22%
Mariner
90
Mariner
Kansas
$19.3M 191,602 +1,855 +1%
BFM
91
Boothbay Fund Management
New York
$19.1M 188,695 +61,115 +48%
M&T Bank
92
M&T Bank
New York
$18.6M 184,009 -3,266 -2%
JGUA
93
John G. Ullman & Associates
New York
$18.3M 180,900 -1,790 -1%
Jane Street
94
Jane Street
New York
$17.7M 175,735 -1,045 -0.6%
DLA
95
Douglas Lane & Associates
New York
$17.6M 174,711 -6,617 -4%
BIP
96
Brandes Investment Partners
California
$17.5M 173,783 +57,736 +50%
BCAM
97
Boston Common Asset Management
Massachusetts
$17.5M 173,545 -13,927 -7%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$17.1M 169,684 +7,813 +5%
HTHT
99
Hemenway Trust Hemenway Trust
New Hampshire
$16.3M 161,825 -30,187 -16%
GD
100
Grandfield & Dodd
New York
$16M 158,031 +3,005 +2%
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4
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