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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$702M
2
Dodge & Cox
2
Dodge & Cox
California
$1.2B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$1.97M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$91.5M
5
Primecap Management
5
Primecap Management
California
$1.2B
Name Market Value Shares Shares
Change 		Shares
Change %
QC
1176
Quent Capital
New York
$12.2K 126 – –
CA
1177
Centerpoint Advisors
Massachusetts
$12K 125 – –
FMTCOCP
1178
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K 123 +22 +22%
PCFFS
1179
Pacific Center for Financial Services
California
$11.9K 123 – –
CJ
1180
Caitlin John
Michigan
$11.6K 120 -3 -2%
MA
1181
MCF Advisors
Kentucky
$11.3K 115 – –
CCMI
1182
Creative Capital Management Investments
California
$10.8K 112 – –
CAM
1183
Creekmur Asset Management
Illinois
$10.3K 106 – –
HCM
1184
Horrell Capital Management
Arkansas
$10K 100 – –
FCAS
1185
First Command Advisory Services
Texas
$9.77K 101 +1 +1%
RS
1186
Rakuten Securities
Japan
$9.77K 101 +83 +461%
SIC
1187
SJS Investment Consulting
Ohio
$9.67K 100 – –
PPWM
1188
PFG Private Wealth Management
Florida
$9.67K 100 – –
WPA
1189
West Paces Advisors
Georgia
$9.67K 100 – –
IPW
1190
Impact Partnership Wealth
Georgia
$9.58K 99 – –
FCT
1191
First Community Trust
Iowa
$9.48K 98 – –
LFG
1192
Larson Financial Group
Missouri
$9K 93 – –
AFG
1193
Albion Financial Group
Utah
$8.8K 91 – –
FWM
1194
FSA Wealth Management
Massachusetts
$8.71K 90 – –
AIC
1195
Archer Investment Corporation
Indiana
$8.61K 89 – –
IGWM
1196
ICA Group Wealth Management
Colorado
$7.64K 79 – –
CP
1197
Castleview Partners
Texas
$7.45K 77 – –
GA
1198
GoalVest Advisory
New York
$7.45K 77 – –
ITIM
1199
Indiana Trust & Investment Management
Indiana
$7.26K 75 – –
SGC
1200
Slocum, Gordon & Co
Rhode Island
$7.06K 73 – –
46 47
48
49 50