Novartis

NVS

Market cap $248B

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.

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

1,267

Holders Change

+46

Holders Change %

+3.77%

% of All Funds

18.58%

Holding in Top 10

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

Calls

$229M

Puts

$215M

Net Calls

+$14M

Net Calls Change

+$30.3M

Top Buyers

1	1 Morgan Stanley New York	$1.43B
2	MIP 2 Mondrian Investment Partners London, United Kingdom	$149M
3	3 Goldman Sachs New York	$357M
4	4 Alyeska Investment Group Chicago, Illinois	$76.3M
5	MF 5 Magnetar Financial Evanston, Illinois	$125M

Top Sellers

1	1 Charles Schwab San Francisco, California	$14.6M
2	2 Dodge & Cox San Francisco, California	$1.33B
3	3 Primecap Management Pasadena, California	$1.3B
4	CCM 4 Cullen Capital Management New York	$165M
5	5 Sanders Capital West Palm Beach, Florida	$0

#	Name	Market Value	Shares	Shares Change	Shares Change %
1001	GSWM 1001 Greenup Street Wealth Management Ann Arbor, Michigan	$225K	2,230	+2,230	New
1002	MWM 1002 Mosley Wealth Management Anaheim, California	$224K	2,216	+2,216	New
1003	MCM 1003 Mattern Capital Management Lakewood, Colorado	$223K	2,211	-39	-2%
1004	WPW 1004 Waldron Private Wealth Bridgeville, Pennsylvania	$223K	2,210	+132	+6%
1005	SMA 1005 Sage Mountain Advisors Atlanta, Georgia	$223K	2,205	+1	+0%
1006	PIMG 1006 Patriot Investment Management Group Knoxville, Tennessee	$222K	2,199	-495	-18%
1007	HFRG 1007 Houlihan Financial Resource Group Ashburn, Virginia	$222K	2,200	–	–
1008	SG 1008 StoneX Group New York	$221K	2,188	-97	-4%
1009	WDG 1009 Wealth Dimensions Group Cincinnati, Ohio	$221K	2,187	-120	-5%
1010	NCFG 1010 New Century Financial Group Princeton, New Jersey	$221K	2,185	+2,185	New
1011	DFG 1011 Delta Financial Group Basking Ridge, New Jersey	$219K	2,170	-3	-0.1%
1012	EWM 1012 Empirical Wealth Management Seattle, Washington	$218K	2,159	-640	-23%
1013	CIAS 1013 CFS Investment Advisory Services Totowa, New Jersey	$217K	2,154	+88	+4%
1014	NSB 1014 Norway Savings Bank Portland, Maine	$217K	2,148	-135	-6%
1015	WAP 1015 Wealthcare Advisory Partners West Chester, Pennsylvania	$217K	2,145	+2,145	New
1016	TWP 1016 Tyche Wealth Partners Plano, Texas	$216K	2,137	+2,137	New
1017	SMH 1017 Sanders Morris Harris Houston, Texas	$214K	2,000	–	–
1018	DCBT 1018 Dakota Community Bank & Trust Hebron, North Dakota	$213K	2,114	+45	+2%
1019	BIA 1019 Barry Investment Advisors New Bedford, Massachusetts	$212K	2,103	+6	+0.3%
1020	BTW 1020 Boston Trust Walden Boston, Massachusetts	$212K	2,099	+84	+4%
1021	MA 1021 MONECO Advisors Fairfield, Connecticut	$211K	2,095	-44	-2%
1022	NP 1022 NorthRock Partners Minneapolis, Minnesota	$210K	2,084	+2,084	New
1023	MMHP 1023 Murphy Middleton Hinkle & Parker Thomasville, Georgia	$209K	2,072	+97	+5%
1024	CIC 1024 Crawford Investment Counsel Atlanta, Georgia	$209K	2,070	-275	-12%
1025	ERWM 1025 Elk River Wealth Management Denver, Colorado	$208K	2,060	–	–

Novartis NVS Market cap $248B

Top Buyers

Top Sellers

Novartis

NVS

Market cap $248B