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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 %
PFA
1101
Pathway Financial Advisers
Indiana
$65.4K 648 – –
PWMG
1102
Prestige Wealth Management Group
New Jersey
$62.1K 615 – –
FFC
1103
First Financial Corp
Indiana
$62K 614 – –
BWM
1104
BKM Wealth Management
Wisconsin
$57K 565 +565 New
CHC
1105
City Holding Co
West Virginia
$56.8K 563 – –
PWA
1106
Provenance Wealth Advisors
Florida
$56K 555 +55 +11%
PK
1107
Pflug Koory
Nebraska
$55.5K 550 – –
FFA
1108
Fairfield Financial Advisors
Massachusetts
$54.7K 542 +136 +33%
SWM
1109
Sugarloaf Wealth Management
Georgia
$54.7K 541 – –
OIA
1110
Optimum Investment Advisors
Illinois
$53.5K 530 +100 +23%
PCTC
1111
Perkins Coie Trust Company
Washington
$53.4K 529 – –
CTA
1112
Colonial Trust Advisors
South Carolina
$50.5K 500 -300 -38%
SC
1113
Stephens Consulting
Michigan
$50.5K 500 – –
BCA
1114
Bray Capital Advisors
Florida
$47.2K 467 – –
NRG
1115
Nemes Rush Group
Michigan
$47.1K 466 – –
RBC
1116
Roble Belko & Company
Pennsylvania
$47K 470 +150 +47%
JFGIW
1117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46.3K 459 +428 +1,381%
CFD
1118
Creative Financial Designs
Indiana
$45.6K 451 +72 +19%
DF
1119
Dunhill Financial
United Kingdom
$45.6K 498 +498 New
VCM
1120
Versant Capital Management
Arizona
$44.4K 440 – –
Allspring Global Investments
1121
Allspring Global Investments
North Carolina
$42.5K 421 -85 -17%
TSWM
1122
Tyler-Stone Wealth Management
Ohio
$42.4K 420 – –
MCM
1123
Manchester Capital Management
Vermont
$42K 416 +75 +22%
FUBT
1124
First United Bank & Trust
Maryland
$41.8K 414 +414 New
BCM
1125
Bourgeon Capital Management
Connecticut
$41.4K 410 +24 +6%
43 44
45
46 47