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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 %
CCMI
1201
Creative Capital Management Investments
California
$11.3K 112 – –
CAM
1202
Creekmur Asset Management
Illinois
$10.7K 106 +106 New
WPA
1203
West Paces Advisors
Georgia
$10.1K 100 – –
FCAS
1204
First Command Advisory Services
Texas
$10.1K 100 – –
SFCL
1205
Strengthening Families & Communities LLC
Massachusetts
$10.1K 100 – –
PPWM
1206
PFG Private Wealth Management
Florida
$10.1K 100 – –
SIC
1207
SJS Investment Consulting
Ohio
$10.1K 100 +100 New
FMTCOCP
1208
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K 101 – –
HCM
1209
Horrell Capital Management
Arkansas
$10K 100 – –
IPW
1210
Impact Partnership Wealth
Georgia
$10K 99 – –
FCT
1211
First Community Trust
Iowa
$9.9K 98 -15 -13%
LFG
1212
Larson Financial Group
Missouri
$9.39K 93 +93 New
AFG
1213
Albion Financial Group
Utah
$9.19K 91 – –
HGA
1214
Hobbs Group Advisors
South Carolina
$9.09K 90 +90 New
FWM
1215
FSA Wealth Management
Massachusetts
$9K 90 +90 New
AIC
1216
Archer Investment Corporation
Indiana
$8.99K 89 – –
SIS
1217
Strategic Investment Solutions
Illinois
$8.08K 80 -4,960 -98%
IGWM
1218
ICA Group Wealth Management
Colorado
$7.98K 79 +79 New
GA
1219
GoalVest Advisory
New York
$7.78K 77 -195 -72%
CP
1220
Castleview Partners
Texas
$7.78K 77 – –
ITIM
1221
Indiana Trust & Investment Management
Indiana
$7.57K 75 – –
SGC
1222
Slocum, Gordon & Co
Rhode Island
$7.37K 73 +73 New
MWM
1223
Mascoma Wealth Management
New Hampshire
$6.77K 67 – –
RWPA
1224
Richard W. Paul & Associates
Michigan
$6.56K 65 – –
CPA
1225
Clear Point Advisors
New York
$6.46K 64 +64 New
47 48
49
50 51