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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 %
CI
101
Cambiar Investors
Colorado
$15.8M 156,124 -82,537 -35%
OA
102
Oak Associates
Ohio
$15.4M 152,833 +4,794 +3%
BC
103
Bartlett & Co
Ohio
$15.1M 151,046 -2,000 -1%
BCWM
104
Bartlett & Co Wealth Management
Ohio
$15.1M 151,046 -2,000 -1%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$14.7M 145,435 -6,883 -5%
Charles Schwab
106
Charles Schwab
California
$14.6M 146,409 -4,237,440 -97%
EWA
107
Exencial Wealth Advisors
Oklahoma
$14.5M 144,046 -5,932 -4%
FFIC
108
First Fiduciary Investment Counsel
Ohio
$14.5M 144,004 -1,727 -1%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$14.3M 141,084 +1,220 +0.9%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$14.2M 141,119 +747 +0.5%
QCM
111
QRG Capital Management
Illinois
$14.1M 139,912 +10,371 +8%
RCYC
112
Richard C. Young & Co
Rhode Island
$13.8M 137,156 -2,967 -2%
EIA
113
Edgemoor Investment Advisors
Maryland
$13.7M 135,206 -1,833 -1%
FGI
114
Foresight Global Investors
New York
$13.3M 131,975 +34,475 +35%
WIC
115
Wilkins Investment Counsel
Massachusetts
$13.1M 130,110 -840 -0.6%
Two Sigma Investments
116
Two Sigma Investments
New York
$13.1M 129,471 +129,471 New
RMCM
117
Reynders McVeigh Capital Management
Massachusetts
$12.6M 125,105 -1,419 -1%
EI
118
Ethic Inc
New York
$12.6M 124,760 +11,780 +10%
PMG
119
ProVise Management Group
Florida
$12.6M 124,316 +4,123 +3%
NPT
120
Nixon Peabody Trust
Massachusetts
$12.2M 121,257 +101,925 +527%
Federated Hermes
121
Federated Hermes
Pennsylvania
$12.1M 120,055 -3,696 -3%
FVWA
122
Foster Victor Wealth Advisors
South Carolina
$11.9M 111,024 +3,520 +3%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$11.3M 112,153 -1,261 -1%
ISL
124
Ingalls & Snyder LLC
New York
$11.2M 111,318 +2,357 +2%
SC
125
Syon Capital
California
$11.2M 111,298 +46,816 +73%
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