Novartis

NVS

Market cap $245B

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.

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

1,267

Holders Change

+46

Holders Change %

+3.77%

% of All Funds

18.58%

Holding in Top 10

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

Calls

$229M

Puts

$215M

Net Calls

+$14M

Net Calls Change

+$30.3M

Top Buyers

1	1 Morgan Stanley New York	$1.43B
2	MIP 2 Mondrian Investment Partners London, United Kingdom	$149M
3	3 Goldman Sachs New York	$357M
4	4 Alyeska Investment Group Chicago, Illinois	$76.3M
5	MF 5 Magnetar Financial Evanston, Illinois	$125M

Top Sellers

1	1 Charles Schwab San Francisco, California	$14.6M
2	2 Dodge & Cox San Francisco, California	$1.33B
3	3 Primecap Management Pasadena, California	$1.3B
4	CCM 4 Cullen Capital Management New York	$165M
5	5 Sanders Capital West Palm Beach, Florida	$0

#	Name	Market Value	Shares	Shares Change	Shares Change %
1176	CAM 1176 Close Asset Management London, United Kingdom	$20K	200	–	–
1177	HGERS 1177 Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$19K	198	+45	+29%
1178	FSWA 1178 Financial Synergies Wealth Advisors Houston, Texas	$18.9K	208	–	–
1179	EBA 1179 Eagle Bay Advisors New York	$18.6K	184	–	–
1180	QPBE 1180 Quintet Private Bank (Europe) Luxembourg	$18.3K	181	-5,951	-97%
1181	TVAMP 1181 Tennessee Valley Asset Management Partners Knoxville, Tennessee	$18.2K	180	+180	New
1182	CWC 1182 Carolinas Wealth Consulting Charlotte, North Carolina	$17.8K	176	–	–
1183	PA 1183 PSI Advisors Tampa, Florida	$16.5K	163	–	–
1184	AFS 1184 Annapolis Financial Services Annapolis, Maryland	$16.3K	161	–	–
1185	CT 1185 Clearstead Trust Portland, Maine	$15.7K	155	+155	New
1186	FIM 1186 FWL Investment Management Dallas, Texas	$15.3K	152	+152	New
1187	MCA 1187 Maryland Capital Advisors Chester, Maryland	$15.1K	150	–	–
1188	ODG 1188 O'Dell Group Cincinnati, Ohio	$15.1K	150	+150	New
1189	CMP 1189 Coston McIsaac & Partners Bar Harbor, Maine	$15K	150	–	–
1190	1190 Ninety One (UK) London, United Kingdom	$14.8K	147	+147	New
1191	BCMLT 1191 Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$14.5K	142	–	–
1192	SIS 1192 Sound Income Strategies Ft Lauderdale, Florida	$14.3K	141	+111	+370%
1193	PGAM 1193 Princeton Global Asset Management Princeton, New Jersey	$13.9K	138	–	–
1194	GJIA 1194 Glass Jacobson Investment Advisors Owings Mills, Maryland	$13.5K	134	+83	+163%
1195	BIA 1195 Bell Investment Advisors Oakland, California	$13.2K	131	-3	-2%
1196	CA 1196 Centerpoint Advisors Needham, Massachusetts	$13K	125	–	–
1197	QC 1197 Quent Capital New York	$12.7K	126	–	–
1198	CJ 1198 Caitlin John Brighton, Michigan	$12.5K	123	+123	New
1199	PCFFS 1199 Pacific Center for Financial Services San Ramon, California	$12.4K	123	–	–
1200	MA 1200 MCF Advisors Covington, Kentucky	$11.6K	115	–	–

Novartis NVS Market cap $245B

Top Buyers

Top Sellers

Novartis

NVS

Market cap $245B