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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 %
IPW
1026
Inlet Private Wealth
Florida
$208K 2,059 -1,200 -37%
JWA
1027
JFS Wealth Advisors
Pennsylvania
$207K 2,051 -4 -0.2%
HBW
1028
Hazlett, Burt & Watson
West Virginia
$207K 2,058 – –
FMI
1029
F/M Investments
District of Columbia
$207K 2,050 – –
HCM
1030
Hutner Capital Management
Vermont
$206K 2,040 -180 -8%
Empower Advisory Group
1031
Empower Advisory Group
Colorado
$205K 2,030 -579 -22%
MPI
1032
Mairs & Power Inc
Minnesota
$204K 2,024 +2,024 New
IPW
1033
Intergy Private Wealth
Colorado
$204K 2,018 +2,018 New
MW
1034
Marcum Wealth
Ohio
$203K 2,007 -281 -12%
PIA
1035
Perennial Investment Advisors
California
$203K 2,006 -5 -0.2%
MFG
1036
Merit Financial Group
Georgia
$203K 2,006 +2,006 New
IIC
1037
Ironwood Investment Counsel
Arizona
$202K 2,002 – –
SGK
1038
Steigerwald Gordon & Koch
Virginia
$202K 1,996 +1,996 New
USB
1039
Union Savings Bank
Connecticut
$201K 1,993 – –
AAS
1040
Annex Advisory Services
Wisconsin
$201K 1,991 -33 -2%
PSP
1041
Principal Street Partners
Tennessee
$201K 1,989 +1,989 New
CWP
1042
Concord Wealth Partners
Virginia
$196K 1,942 -1,261 -39%
EWA
1043
EverSource Wealth Advisors
Alabama
$193K 1,915 +48 +3%
HIA
1044
Harbor Investment Advisory
Maryland
$185K 1,829 -36 -2%
UCB
1045
United Community Bank
South Carolina
$177K 1,751 +10 +0.6%
FCA
1046
FinTrust Capital Advisors
South Carolina
$172K 1,704 – –
GWS
1047
Glassman Wealth Services
Virginia
$167K 1,655 +82 +5%
CB
1048
Community Bank
New York
$164K 1,628 -1,000 -38%
IBOK
1049
Independence Bank of Kentucky
Kentucky
$163K 1,617 +1,417 +709%
HWA
1050
Heritage Wealth Advisors
Virginia
$152K 1,505 – –
40 41
42
43 44