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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 Holding Trade Value Shares
Change 		Shares
Change %
KCM
976
Kendall Capital Management
Maryland
$239K -$10.1K -100 -4%
RWMG
977
Redwood Wealth Management Group
New Jersey
$239K – – –
AWA
978
Arkadios Wealth Advisors
Georgia
$239K -$13K -129 -5%
SPC
979
Sigma Planning Corp
Michigan
$238K -$480K -4,754 -67%
VCWA
980
Vanguard Capital Wealth Advisors
Colorado
$238K – – –
EL
981
Essex LLC
Illinois
$237K – – –
RMDI
982
R.M. Davis Inc
Maine
$237K +$25.2K +250 +12%
GLA
983
Good Life Advisors
Pennsylvania
$237K -$2.63K -26 -1%
PP
984
Pacifica Partners
Canada
$237K -$74.7K -770 -24%
IWM
985
IHT Wealth Management
Illinois
$235K -$22.6K -224 -9%
KCFA
986
Key Client Fiduciary Advisors
New Jersey
$235K – – –
CBT
987
CoreFirst Bank & Trust
Kansas
$235K – – –
BFC
988
Blue Fin Capital
Rhode Island
$234K – – –
9WM
989
9258 Wealth Management
Ohio
$234K -$707 -7 -0.3%
TF
990
Tompkins Financial
New York
$233K – – –
CIC
991
Chilton Investment Company
Connecticut
$232K -$6.16K -61 -3%
HWM
992
Horizon Wealth Management
Illinois
$232K +$7.98K +79 +4%
DWM
993
Drive Wealth Management
Utah
$232K -$124K -1,229 -35%
PWA
994
Physician Wealth Advisors
Utah
$231K – – –
AA
995
Addison Advisors
Vermont
$231K +$21.1K +209 +10%
OFS
996
OneAscent Financial Services
Alabama
$229K +$229K +2,263 New
FSA
997
Financial Security Advisor
Virginia
$228K – – –
GFG
998
Goldstone Financial Group
Illinois
$228K +$7.98K +79 +4%
SWM
999
SeaCrest Wealth Management
New York
$227K -$69.4K -653 -23%
GF
1000
Gimbal Financial
Indiana
$226K +$226K +2,243 New
38 39
40
41 42