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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 %
GD
101
Grandfield & Dodd
New York
$15.5M 159,764 +1,733 +1%
National Bank of Canada
102
National Bank of Canada
Quebec, Canada
$14.9M 146,188 +5,104 +4%
OA
103
Oak Associates
Ohio
$14.7M 152,158 -675 -0.4%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$14.4M 148,336 +2,901 +2%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$14.4M 148,741 +46,960 +46%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$14.3M 147,770 +36,704 +33%
BCWM
107
Bartlett & Co Wealth Management
Ohio
$13.9M 139,078 -11,968 -8%
CSS
108
Cubist Systematic Strategies
Connecticut
$13.8M 142,265 +87,081 +158%
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$13.7M 141,112 +43,549 +45%
CI
110
Cambiar Investors
Colorado
$13.7M 141,718 -14,406 -9%
EWA
111
Exencial Wealth Advisors
Oklahoma
$13.6M 141,097 -2,949 -2%
FFIC
112
First Fiduciary Investment Counsel
Ohio
$13.6M 141,064 -2,940 -2%
EIA
113
Edgemoor Investment Advisors
Maryland
$13M 133,877 -1,329 -1%
EI
114
Ethic Inc
New York
$12.8M 132,747 +7,987 +6%
RCYC
115
Richard C. Young & Co
Rhode Island
$12.7M 131,600 -5,556 -4%
Marshall Wace
116
Marshall Wace
United Kingdom
$12.7M 131,247 -301,075 -70%
PMG
117
ProVise Management Group
Florida
$12.3M 127,390 +3,074 +2%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$12.3M 126,781 -14,338 -10%
NPT
119
Nixon Peabody Trust
Massachusetts
$12.1M 125,288 +4,031 +3%
FVWA
120
Foster Victor Wealth Advisors
South Carolina
$11.8M 124,888 +13,864 +12%
RMCM
121
Reynders McVeigh Capital Management
Massachusetts
$11.7M 121,220 -3,885 -3%
Charles Schwab
122
Charles Schwab
California
$11.6M 120,604 -25,805 -18%
MML Investors Services
123
MML Investors Services
Massachusetts
$11.6M 119,456 +22,714 +23%
T. Rowe Price Associates
124
T. Rowe Price Associates
Maryland
$11.2M 115,849 +3,696 +3%
TI
125
Trexquant Investment
Connecticut
$11M 114,112 +114,112 New
3 4
5
6 7