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Novartis
NVS

Overview Fund Activity

1,247 hedge funds and large institutions have $13.6B invested in Novartis in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 424 increasing their positions, 471 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
-20
Holders Change %
-1.58%
% of All Funds
18.08%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
88
Increased
424
Reduced
471
Closed
92
Calls
$143M
Puts
$148M
Net Calls
-$5.16M
Net Calls Change
-$19.2M

Top Buyers

1
CCM
Cullen Capital Management
New York
$283M
2
Citigroup
Citigroup
New York
$88.6M
3
MF
Magnetar Financial
Illinois
$184M
4
MIP
Mondrian Investment Partners
United Kingdom
$200M
5
GAM
Groupama Asset Management
France
$38.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$702M
2
Dodge & Cox
Dodge & Cox
California
$1.2B
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.97M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$91.5M
5
Primecap Management
Primecap Management
California
$1.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
1126
Pin Oak Investment Advisors
Texas
$30K – – –
MAWCM
1127
Mine & Arao Wealth Creation & Management
California
$28.9K – – –
LB
1128
Legacy Bridge
Iowa
$28.2K – – –
ATC
1129
Adirondack Trust Company
New York
$28K – – –
OA
1130
Operose Advisors
Wisconsin
$27K – – –
CT
1131
Clearstead Trust
Maine
$26K +$11K +114 +74%
GKIM
1132
GW&K Investment Management
Massachusetts
$26K +$5.84K +60 +29%
PCMC
1133
Planning Capital Management Corporation
Pennsylvania
$24.9K -$2.13K -22 -8%
GFPC
1134
Global Financial Private Client
Florida
$24.7K – – –
FFA
1135
Frazier Financial Advisors
Ohio
$24.7K – – –
BONH
1136
Bank of New Hampshire
New Hampshire
$24.7K – – –
PO
1137
Private Ocean
California
$24.7K +$24.7K +255 New
SVCP
1138
Silicon Valley Capital Partners
California
$24.2K – – –
PAG
1139
Paladin Advisory Group
Iowa
$24.2K – – –
RMC
1140
Resources Management Corp
Connecticut
$24K -$14.4K -150 -38%
SFCL
1141
Strengthening Families & Communities LLC
Massachusetts
$24K +$14.3K +148 +148%
BWAM
1142
Boyd Watterson Asset Management
Ohio
$23.4K – – –
MFA
1143
McClarren Financial Advisors
Pennsylvania
$23K – – –
WAM
1144
WFA Asset Management
Wisconsin
$22.5K – – –
Credit Agricole
1145
Credit Agricole
France
$22.5K – – –
HCM
1146
Hollencrest Capital Management
California
$22.4K – – –
CWM
1147
Cedar Wealth Management
California
$21K – – –
WWP
1148
WR Wealth Planners
Missouri
$20.9K +$20.9K +216 New
CWC
1149
Carolinas Wealth Consulting
North Carolina
$20.7K +$3.67K +38 +22%
WIA
1150
Wetzel Investment Advisors
Indiana
$20.4K – – –
44 45
46
47 48