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Novartis
NVS

Overview Fund Activity

1,247 hedge funds and large institutions have $13.6B invested in Novartis in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 424 increasing their positions, 471 reducing their positions, and 92 closing their positions.

Holders
1,247
Holders Change
-20
Holders Change %
-1.58%
% of All Funds
18.08%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
88
Increased
424
Reduced
471
Closed
92
Calls
$143M
Puts
$148M
Net Calls
-$5.16M
Net Calls Change
-$19.2M

Top Buyers

1
CCM
1
Cullen Capital Management
New York
$283M
2
Citigroup
2
Citigroup
New York
$88.6M
3
MF
3
Magnetar Financial
Illinois
$184M
4
MIP
4
Mondrian Investment Partners
United Kingdom
$200M
5
GAM
5
Groupama Asset Management
France
$38.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$702M
2
Dodge & Cox
2
Dodge & Cox
California
$1.2B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$1.97M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$91.5M
5
Primecap Management
5
Primecap Management
California
$1.2B
Name Market Value Shares Shares
Change 		Shares
Change %
GHA
76
GW Henssler & Associates
Georgia
$24M 248,626 +1,400 +0.6%
Invesco
77
Invesco
Georgia
$23.5M 242,723 -24,793 -9%
CCM
78
Causeway Capital Management
California
$23.2M 239,468 +30,379 +15%
MIM
79
Martin Investment Management
Florida
$22.9M 236,800 +10,665 +5%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$22.8M 235,777 -9,009 -4%
Brown Advisory
81
Brown Advisory
Maryland
$22.6M 233,421 -14,399 -6%
IHAM
82
Integral Health Asset Management
New York
$21.8M 225,000 – –
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$21.6M 223,755 -5,431 -2%
AssetMark Inc
84
AssetMark Inc
California
$21.2M 218,697 +2,398 +1%
BIP
85
Brandes Investment Partners
California
$20.7M 213,927 +40,144 +23%
CT
86
Cambridge Trust
Massachusetts
$20.7M 213,554 -86,496 -29%
Optiver Holding
87
Optiver Holding
Netherlands
$20.3M 210,278 -271,899 -56%
FGI
88
Foresight Global Investors
New York
$19.1M 197,375 +65,400 +50%
GGI
89
Godsey & Gibb Inc
Virginia
$19.1M 197,265 +1,629 +0.8%
Mariner
90
Mariner
Kansas
$18.6M 192,422 +820 +0.4%
WIC
91
Wilkins Investment Counsel
Massachusetts
$18.2M 187,737 +57,627 +44%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$17.5M 180,764 +11,080 +7%
DLA
93
Douglas Lane & Associates
New York
$17.4M 179,964 +5,253 +3%
JGUA
94
John G. Ullman & Associates
New York
$17.3M 179,187 -1,713 -0.9%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$17M 175,258 -36,975 -17%
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$16.7M 172,800 +172,800 New
M&T Bank
97
M&T Bank
New York
$16.6M 171,304 -12,705 -7%
QCM
98
QRG Capital Management
Illinois
$16.3M 168,532 +28,620 +20%
Two Sigma Investments
99
Two Sigma Investments
New York
$15.6M 161,409 +31,938 +25%
BCAM
100
Boston Common Asset Management
Massachusetts
$15.6M 160,904 -12,641 -7%
2 3
4
5 6