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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 %
GIA
1051
GHP Investment Advisors
Colorado
$152K 1,501 – –
AT
1052
Avalon Trust
New Mexico
$151K 1,500 – –
DZ Bank
1053
DZ Bank
Germany
$151K 1,500 – –
AWM
1054
AllSquare Wealth Management
New York
$149K 1,479 – –
HBT
1055
Hills Bank & Trust
Iowa
$148K 1,463 – –
PSB
1056
Piscataqua Savings Bank
New Hampshire
$144K 1,429 – –
KFS
1057
Kelly Financial Services
Massachusetts
$142K 1,408 – –
JWM
1058
Janiczek Wealth Management
Colorado
$140K 1,386 +65 +5%
NSIM
1059
North Star Investment Management
Illinois
$139K 1,381 – –
MHR
1060
Matthew Hamilton Rosenberg
$134K 1,323 -2 -0.2%
HWA
1061
HHM Wealth Advisors
Tennessee
$131K 1,298 – –
MMG
1062
Monetary Management Group
Missouri
$127K 1,259 – –
AAP
1063
Arax Advisory Partners
Colorado
$127K 1,258 +14 +1%
LWANC
1064
Laurel Wealth Advisors (North Carolina)
North Carolina
$126K 1,249 – –
FP
1065
Financial Perspectives
Minnesota
$124K 1,233 – –
GWSG
1066
GPS Wealth Strategies Group
Colorado
$124K 1,232 -50 -4%
TC
1067
Tacita Capital
Ontario, Canada
$121K 1,200 – –
RIM
1068
Rockbridge Investment Management
New York
$118K 1,165 +1,165 New
FPB
1069
First PREMIER Bank
South Dakota
$110K 1,090 – –
EWM
1070
Evermay Wealth Management
Virginia
$109K 1,076 – –
DSC
1071
Duncker Streett & Co
Missouri
$107K 1,063 – –
ZB
1072
Zions Bancorporation
Utah
$107K 1,057 +10 +1%
GAMC
1073
Garner Asset Management Corp
Texas
$102K 1,015 +1,015 New
SAG
1074
Spotlight Asset Group
Illinois
$102K 1,001 – –
SS
1075
Sunbelt Securities
Texas
$101K 1,000 +100 +11%
41 42
43
44 45