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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 %
EC
1076
EntryPoint Capital
New York
$101K 1,000 +1,000 New
GEA
1077
Glen Eagle Advisors
New Jersey
$100K 990 +712 +256%
BL
1078
BFSG LLC
California
$97.1K 962 +962 New
FWM
1079
Focused Wealth Management
New York
$94K 931 – –
CNBTD
1080
Citizens National Bank Trust Department
Mississippi
$93.4K 925 – –
GBT
1081
Grove Bank & Trust
Florida
$90.4K 895 -4 -0.4%
BLC
1082
Brown, Lisle/Cummings
Rhode Island
$89.7K 888 – –
KWAG
1083
Kiely Wealth Advisory Group
North Carolina
$88.9K 832 +832 New
CSWM
1084
Cassady Schiller Wealth Management
Ohio
$88.5K 876 – –
CFS
1085
CGC Financial Services
Oregon
$88K 872 – –
CSB
1086
City State Bank
Iowa
$86K 855 – –
ST
1087
Smithfield Trust
Pennsylvania
$81K 817 -2,044 -71%
CFG
1088
CKW Financial Group
Hawaii
$81K 800 -400 -33%
EDRH
1089
Edmond de Rothschild Holding
Switzerland
$80.8K 800 – –
HC
1090
Hoese & Co
Minnesota
$80.8K 825 – –
CB
1091
Centennial Bank
Arkansas
$78.8K 780 +194 +33%
BCM
1092
Blume Capital Management
California
$75.7K 750 -600 -44%
HDIM
1093
Hanson & Doremus Investment Management
Vermont
$75K 740 – –
OCM
1094
Orion Capital Management
California
$74K 733 – –
MTIC
1095
Missouri Trust & Investment Company
Missouri
$73.5K 728 +244 +50%
AIMA
1096
Ables Iannone Moore & Associates
Georgia
$71.6K 709 +709 New
AA
1097
AlphaMark Advisors
Kentucky
$71K 700 – –
DAC
1098
Dividend Assets Capital
South Carolina
$71K 707 – –
W
1099
WealthCollab
Washington
$66.3K 657 +657 New
HCM
1100
Highlander Capital Management
New Jersey
$65.6K 650 – –
42 43
44
45 46