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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 %
HWM
1226
HighMark Wealth Management
Minnesota
$3.48K 36 – –
PIS
1227
POM Investment Strategies
North Carolina
$3.48K 36 – –
TIM
1228
Thompson Investment Management
Wisconsin
$3K 31 – –
FIM
1229
Fernwood Investment Management
Massachusetts
$2.9K 30 +30 New
IHWM
1230
Iron Horse Wealth Management
Iowa
$2.81K 29 – –
ACA
1231
American Capital Advisory
Idaho
$2.67K 29 +29 New
HWP
1232
Highline Wealth Partners
California
$2.52K 26 – –
TIM
1233
Tortoise Investment Management
New York
$2.52K 26 +26 New
CAM
1234
ClariVest Asset Management
California
$2.49K 26 – –
DAM
1235
Delta Asset Management
Tennessee
$2.42K 25 – –
TCM
1236
TruNorth Capital Management
Michigan
$2.32K 24 +24 New
Nisa Investment Advisors
1237
Nisa Investment Advisors
Missouri
$2.13K 22 – –
SHIM
1238
Stone House Investment Management
Pennsylvania
$1.94K 20 – –
HFM
1239
Hartford Financial Management
Connecticut
$1.84K 19 – –
GFL
1240
Granite FO LLC
New Hampshire
$1.68K 14 +14 New
MAM
1241
Marquette Asset Management
Minnesota
$1.65K 17 – –
CPG
1242
Custom Portfolio Group
Colorado
$1.51K 15 – –
VCM
1243
Versant Capital Management
Arizona
$1.45K 15 -425 -97%
AAG
1244
Armstrong Advisory Group
Massachusetts
$1.31K 13 – –
TFA
1245
Transamerica Financial Advisors
Florida
$1K 1 – –
GIM
1246
Gold Investment Management
Alberta, Canada
$967 10 – –
FFL
1247
Financial Freedom LLC
Ohio
$298 3 – –
CCMG
1248
Clark Capital Management Group
Pennsylvania
– – -421,986 Closed
Holocene Advisors
1249
Holocene Advisors
New York
– – -79,063 Closed
D.E. Shaw & Co
1250
D.E. Shaw & Co
New York
– – -54,817 Closed
48 49
50
51 52