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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 %
SSG
1251
Summit Securities Group
New York
– – -50,851 Closed
JFG
1252
Jefferies Financial Group
New York
– – -49,437 Closed
YDMI
1253
Y.D. More Investments
Israel
– – -30,070 Closed
Simplex Trading
1254
Simplex Trading
Illinois
– – -24,703 Closed
SGI
1255
Summit Global Investments
Utah
– – -23,873 Closed
KIA
1256
KLR Investment Advisors
Rhode Island
– – -17,537 Closed
AS
1257
Altshuler Shaham
Israel
– – -16,074 Closed
BCFD
1258
Boit C.F. David
– – -12,800 Closed
SIS
1259
Susquehanna International Securities
Ireland
– – -11,462 Closed
SIGI
1260
Susquehanna International Group (Ireland)
Ireland
– – -11,010 Closed
Amundi
1261
Amundi
France
– – -9,602 Closed
PHK
1262
Point72 Hong Kong
Hong Kong
– – -8,607 Closed
MSS
1263
Mitchell Sinkler & Starr
Pennsylvania
– – -7,728 Closed
ST
1264
SAL Trading
Pennsylvania
– – -7,000 Closed
AF
1265
Apexium Financial
Texas
– – -6,952 Closed
Twin Tree Management
1266
Twin Tree Management
Texas
– – -6,821 Closed
SWM
1267
Scissortail Wealth Management
Oklahoma
– – -6,806 Closed
Victory Capital Management
1268
Victory Capital Management
Texas
– – -6,260 Closed
AWA
1269
Arete Wealth Advisors
Illinois
– – -5,931 Closed
GBWM
1270
Granite Bay Wealth Management
New Hampshire
– – -5,715 Closed
PCA
1271
Pallas Capital Advisors
Massachusetts
– – -5,596 Closed
XT
1272
XTX Topco
Cayman Islands
– – -4,519 Closed
JDR
1273
Jay D. Rosenbaum
– – -4,180 Closed
FLAM
1274
First Light Asset Management
Minnesota
– – -4,123 Closed
CFMC
1275
Curbstone Financial Management Corp
New Hampshire
– – -4,094 Closed
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51
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