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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 %
RMC
1126
Resources Management Corp
Connecticut
$40K 400 – –
BWL
1127
Bogart Wealth LLC
Virginia
$39.8K 394 -47 -11%
AGWCA
1128
Annis Gardner Whiting Capital Advisors
Florida
$38.8K 384 – –
NA
1129
Nordwand Advisors
Pennsylvania
$38.7K 383 +383 New
CIA
1130
Cape Investment Advisory
Georgia
$38.1K 377 +19 +5%
ME
1131
McIlrath & Eck
Washington
$37.9K 375 – –
WB
1132
Webster Bank
Connecticut
$37.9K 375 – –
SC
1133
Solstein Capital
California
$37.6K 372 – –
EWP
1134
Elevation Wealth Partners
California
$35.7K 350 – –
BWM
1135
Baystate Wealth Management
Massachusetts
$35.6K 352 +42 +14%
WTA
1136
Washington Trust Advisors
Massachusetts
$35.2K 349 – –
AF
1137
Advisornet Financial
Minnesota
$35.1K 348 +288 +480%
FMP
1138
Financial Management Professionals
Texas
$33K 330 +8 +2%
Barclays
1139
Barclays
United Kingdom
$32K 319 -9 -3%
PS
1140
Planned Solutions
California
$31.3K 310 +310 New
POIA
1141
Pin Oak Investment Advisors
Texas
$31K 310 – –
BHWM
1142
Beaird Harris Wealth Management
Texas
$30.3K 300 +23 +8%
MAWCM
1143
Mine & Arao Wealth Creation & Management
California
$30.2K 299 – –
ADL
1144
Asset Dedication LLC
California
$30K 303 – –
LB
1145
Legacy Bridge
Iowa
$29.5K 292 – –
ATC
1146
Adirondack Trust Company
New York
$29.2K 289 -100 -26%
OA
1147
Operose Advisors
Wisconsin
$28.2K 279 – –
PCMC
1148
Planning Capital Management Corporation
Pennsylvania
$28.2K 279 +279 New
CTB
1149
Country Trust Bank
Illinois
$27.6K 273 +79 +41%
NMG
1150
New Millennium Group
Utah
$27K 267 – –
44 45
46
47 48