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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 %
GFPC
1151
Global Financial Private Client
Florida
$26.1K 258 – –
RFS
1152
Richardson Financial Services
Massachusetts
$25.9K 257 +257 New
FFA
1153
Frazier Financial Advisors
Ohio
$25.7K 255 +255 New
BONH
1154
Bank of New Hampshire
New Hampshire
$25.7K 255 – –
RG
1155
Retirement Group
California
$25.6K 254 +22 +9%
PAG
1156
Paladin Advisory Group
Iowa
$25.4K 252 – –
SVCP
1157
Silicon Valley Capital Partners
California
$25.2K 250 – –
MG
1158
MilWealth Group
Wisconsin
$25.2K 250 – –
NSG
1159
Nalls Sherbakoff Group
Tennessee
$25.2K 250 – –
Credit Agricole
1160
Credit Agricole
France
$24.5K 243 – –
BWAM
1161
Boyd Watterson Asset Management
Ohio
$24.4K 242 – –
MFA
1162
McClarren Financial Advisors
Pennsylvania
$24K 235 +1 +0.4%
WAM
1163
WFA Asset Management
Wisconsin
$23.5K 233 – –
OLVIG
1164
Oliver Lagore Vanvalin Investment Group
Michigan
$23.5K 233 -45 -16%
HCM
1165
Hollencrest Capital Management
California
$23.4K 232 – –
TSW
1166
Thompson Siegel & Walmsley
Virginia
$23K 229 – –
WIA
1167
Wetzel Investment Advisors
Indiana
$22K 220 +220 New
CWM
1168
Cedar Wealth Management
California
$21.9K 217 – –
CFFP
1169
Center for Financial Planning
Michigan
$21.2K 210 – –
CAS
1170
Coppell Advisory Solutions
Texas
$21.1K 209 +66 +46%
GKIM
1171
GW&K Investment Management
Massachusetts
$21K 207 – –
RTL
1172
Red Tortoise LLC
Georgia
$20.9K 207 – –
BFPW
1173
BOK Financial Private Wealth
Colorado
$20.3K 201 +200 +20,000%
WBC
1174
West Branch Capital
Massachusetts
$20.2K 200 – –
TC
1175
Trust Company
Kansas
$20.2K 200 – –
45 46
47
48 49