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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 %
MWM
1201
Mascoma Wealth Management
New Hampshire
$6.48K 67 – –
LF
1202
LifeSteps Financial
California
$6.48K 67 +67 New
RWPA
1203
Richard W. Paul & Associates
Michigan
$6.29K 65 – –
CPA
1204
Clear Point Advisors
New York
$6.19K 64 – –
TFM
1205
TFC Financial Management
Massachusetts
$6.09K 63 – –
PCWA
1206
Pacific Capital Wealth Advisors
California
$6.09K 63 +47 +294%
MSG
1207
Main Street Group
Virginia
$5.94K 62 – –
LFA
1208
Legend Financial Advisors
Pennsylvania
$5.9K 61 – –
MCM
1209
MV Capital Management
Maryland
$5.8K 60 – –
VAG
1210
VisionPoint Advisory Group
Texas
$5.71K 59 – –
MCA
1211
Maryland Capital Advisors
Maryland
$5.51K 57 -93 -62%
JGIA
1212
Jackson Grant Investment Advisers
Connecticut
$5.42K 56 – –
FFO
1213
Fortitude Family Office
Arizona
$5.13K 53 – –
FF
1214
Friedenthal Financial
New Jersey
$5.03K 52 – –
TFGT
1215
TS Financial Group (TSFG)
Illinois
$5K 50 +15 +43%
RCM
1216
Raleigh Capital Management
North Carolina
$4.84K 50 – –
RWA
1217
Redmont Wealth Advisors
Illinois
$4.64K 48 +48 New
SRCM
1218
Signature Resources Capital Management
California
$4.54K 45 – –
CPG
1219
Cornerstone Planning Group
New Jersey
$4.38K 45 +45 New
CCA
1220
Criterion Capital Advisors
Tennessee
$4.35K 45 – –
AWM
1221
Abound Wealth Management
Tennessee
$4.16K 43 +5 +13%
SIM
1222
Studio Investment Management
Illinois
$3.87K 40 – –
HI
1223
Horizon Investments
North Carolina
$3.87K 40 +21 +111%
PMFA
1224
Plante Moran Financial Advisors
Michigan
$3.77K 39 +27 +225%
PGAM
1225
Princeton Global Asset Management
New Jersey
$3.68K 38 -100 -72%
47 48
49
50 51