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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 %
CFFP
1151
Center for Financial Planning
Michigan
$20.3K – – –
BFPW
1152
BOK Financial Private Wealth
Colorado
$20.2K – – –
FSWA
1153
Financial Synergies Wealth Advisors
Texas
$20.1K – – –
RTL
1154
Red Tortoise LLC
Georgia
$20K – – –
NA
1155
Nordwand Advisors
Pennsylvania
$19.3K -$17.7K -183 -48%
OLVIG
1156
Oliver Lagore Vanvalin Investment Group
Michigan
$19.3K -$3.19K -33 -14%
WBC
1157
West Branch Capital
Massachusetts
$19.3K – – –
TC
1158
Trust Company
Kansas
$19.3K – – –
GJWM
1159
Gilliland Jeter Wealth Management
Arkansas
$19.3K +$19.3K +200 New
CAM
1160
Close Asset Management
United Kingdom
$19K – – –
CTB
1161
Country Trust Bank
Illinois
$18.8K -$7.64K -79 -29%
EBA
1162
Eagle Bay Advisors
New York
$18.5K – – –
BHWM
1163
Beaird Harris Wealth Management
Texas
$17.9K -$11.1K -115 -38%
QPBE
1164
Quintet Private Bank (Europe)
Luxembourg
$17.4K -$2.66K -24 -13%
SIS
1165
Sound Income Strategies
Florida
$17.1K +$3.49K +36 +26%
LI
1166
LRI Investments
Florida
$16.3K +$16.3K +168 New
PA
1167
PSI Advisors
Florida
$15.8K – – –
AFS
1168
Annapolis Financial Services
Maryland
$15.6K – – –
MG
1169
MilWealth Group
Wisconsin
$14.7K -$9.48K -98 -39%
BCM
1170
Blume Capital Management
California
$14.5K -$58K -600 -80%
IWP
1171
IAG Wealth Partners
Wisconsin
$14.5K +$14.5K +150 New
Ninety One (UK)
1172
Ninety One (UK)
United Kingdom
$14.2K – – –
CMP
1173
Coston McIsaac & Partners
Maine
$14K – – –
GJIA
1174
Glass Jacobson Investment Advisors
Maryland
$13K – – –
BIA
1175
Bell Investment Advisors
California
$12.7K – – –
45 46
47
48 49