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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 %
CAM
1251
ClariVest Asset Management
California
$2.6K 26 +26 New
DAM
1252
Delta Asset Management
Tennessee
$2.52K 25 – –
Nisa Investment Advisors
1253
Nisa Investment Advisors
Missouri
$2.22K 22 – –
AT
1254
Arlington Trust
Alabama
$2.02K 20 -29,006 -100%
SHIM
1255
Stone House Investment Management
Pennsylvania
$2.02K 20 +20 New
BAM
1256
Byrne Asset Management
New Jersey
$1.99K 20 +20 New
HFM
1257
Hartford Financial Management
Connecticut
$1.92K 19 +3 +19%
HI
1258
Horizon Investments
North Carolina
$1.92K 19 +19 New
RS
1259
Rakuten Securities
Japan
$1.82K 18 +18 New
MAM
1260
Marquette Asset Management
Minnesota
$1.72K 17 – –
PCWA
1261
Pacific Capital Wealth Advisors
California
$1.62K 16 +16 New
CPG
1262
Custom Portfolio Group
Colorado
$1.52K 15 +15 New
AAG
1263
Armstrong Advisory Group
Massachusetts
$1.31K 13 – –
PMFA
1264
Plante Moran Financial Advisors
Michigan
$1.21K 12 – –
GIM
1265
Gold Investment Management
Alberta, Canada
$1.01K 10 +10 New
TFA
1266
Transamerica Financial Advisors
Florida
$1K 1 – –
FFL
1267
Financial Freedom LLC
Ohio
$311 3 – –
Sanders Capital
1268
Sanders Capital
Florida
– – -1,073,420 Closed
Point72 Asset Management
1269
Point72 Asset Management
Connecticut
– – -181,247 Closed
SBH
1270
Segall Bryant & Hamill
Illinois
– – -142,929 Closed
OMC
1271
Old Mission Capital
Illinois
– – -55,972 Closed
MCM
1272
Marsico Capital Management
Colorado
– – -51,111 Closed
BBL
1273
Beck Bode LLC
Massachusetts
– – -46,736 Closed
Squarepoint
1274
Squarepoint
New York
– – -35,957 Closed
State Board of Administration of Florida Retirement System
1275
State Board of Administration of Florida Retirement System
Florida
– – -35,008 Closed
49 50
51
52 53