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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 %
Capital World Investors
1276
Capital World Investors
California
– – -30,941 Closed
LBC
1277
Lawrence B. Cohen
– – -25,344 Closed
STC
1278
Sarah T. Connolly
– – -24,811 Closed
MCP
1279
Mirador Capital Partners
California
– – -23,702 Closed
EFH
1280
Eaton Financial Holdings
Florida
– – -17,710 Closed
FC
1281
FORA Capital
Florida
– – -14,793 Closed
PF
1282
Phoenix Financial
Israel
– – -10,657 Closed
CHP
1283
Cable Hill Partners
Oregon
– – -10,088 Closed
IEFM
1284
IQ EQ Fund Management
Ireland
– – -9,094 Closed
Two Sigma Advisers
1285
Two Sigma Advisers
New York
– – -8,600 Closed
ISWM
1286
Independent Solutions Wealth Management
New York
– – -7,067 Closed
SFO
1287
Stokes Family Office
Louisiana
– – -6,452 Closed
HIMCH
1288
Hartford Investment Management Co (HIMCO)
Connecticut
– – -5,687 Closed
TNA
1289
True North Advisors
Texas
– – -5,368 Closed
Nomura Holdings
1290
Nomura Holdings
Japan
– – -5,000 Closed
AIM
1291
Allen Investment Management
New York
– – -5,000 Closed
FFP
1292
FourThought Financial Partners
Florida
– – -4,862 Closed
GVAG
1293
Great Valley Advisor Group
Delaware
– – -4,847 Closed
HF
1294
HRT Financial
New York
– – -4,179 Closed
FIA
1295
FNY Investment Advisers
New York
– – -4,000 Closed
SEC
1296
Seven Eight Capital
New York
– – -3,577 Closed
FPAS
1297
Focus Partners Advisor Solutions
Missouri
– – -2,779 Closed
JF
1298
Jump Financial
Illinois
– – -2,491 Closed
HH
1299
HWG Holdings
Texas
– – -2,418 Closed
CAM
1300
Claret Asset Management
Quebec, Canada
– – -2,411 Closed
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