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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 %
TFM
1226
TFC Financial Management
Massachusetts
$6.36K 63 -20 -24%
MSG
1227
Main Street Group
Virginia
$6.26K 62 +62 New
LFA
1228
Legend Financial Advisors
Pennsylvania
$6.16K 61 – –
MCM
1229
MV Capital Management
Maryland
$6.06K 60 – –
VAG
1230
VisionPoint Advisory Group
Texas
$5.96K 59 +59 New
TFG
1231
Team Financial Group
California
$5.86K 58 – –
JGIA
1232
Jackson Grant Investment Advisers
Connecticut
$5.65K 56 – –
AWM
1233
Able Wealth Management
New Jersey
$5.45K 54 +54 New
FFO
1234
Fortitude Family Office
Arizona
$5.35K 53 +53 New
FF
1235
Friedenthal Financial
New Jersey
$5.25K 52 +52 New
RCM
1236
Raleigh Capital Management
North Carolina
$5.05K 50 – –
CCA
1237
Criterion Capital Advisors
Tennessee
$4.54K 45 +45 New
SRCM
1238
Signature Resources Capital Management
California
$4.54K 45 +45 New
PWMG
1239
Provence Wealth Management Group
California
$4.14K 41 – –
SIM
1240
Studio Investment Management
Illinois
$4.04K 40 – –
TFGT
1241
TS Financial Group (TSFG)
Illinois
$4K 35 -101 -74%
AWM
1242
Abound Wealth Management
Tennessee
$3.84K 38 – –
HWM
1243
HighMark Wealth Management
Minnesota
$3.64K 36 -19 -35%
PIS
1244
POM Investment Strategies
North Carolina
$3.64K 36 +36 New
TAM
1245
Tucker Asset Management
Colorado
$3.13K 31 -2 -6%
TIM
1246
Thompson Investment Management
Wisconsin
$3.13K 31 – –
VF
1247
VitalStone Financial
Texas
$3K 26 -71 -73%
IHWM
1248
Iron Horse Wealth Management
Iowa
$2.93K 29 – –
WIM
1249
Westside Investment Management
California
$2.63K 26 – –
HWP
1250
Highline Wealth Partners
California
$2.63K 26 +20 +333%
48 49
50
51 52