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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 %
MWM
1276
Meridian Wealth Management
Kentucky
– – -3,549 Closed
OFG
1277
OmniStar Financial Group
North Carolina
– – -3,476 Closed
IA
1278
IFG Advisory
Georgia
– – -3,369 Closed
CCM
1279
Carlson Capital Management
Minnesota
– – -3,315 Closed
MNBTD
1280
Moody National Bank Trust Division
Texas
– – -3,239 Closed
PMAM
1281
Penn Mutual Asset Management
Pennsylvania
– – -3,120 Closed
SEIA
1282
Signature Estate & Investment Advisors
California
– – -2,960 Closed
CWP
1283
Curated Wealth Partners
California
– – -2,941 Closed
SW
1284
SteelPeak Wealth
California
– – -2,925 Closed
GA
1285
GFS Advisors
Texas
– – -2,750 Closed
BIA
1286
Benchmark Investment Advisors
Illinois
– – -2,704 Closed
AP
1287
Advisors Preferred
Maryland
– – -2,679 Closed
ES
1288
Eagle Strategies
New York
– – -2,534 Closed
OWM
1289
OneAscent Wealth Management
Alabama
– – -2,531 Closed
SPWM
1290
Straight Path Wealth Management
Michigan
– – -2,507 Closed
PWLP
1291
Prio Wealth Limited Partnership
Massachusetts
– – -2,503 Closed
MGWM
1292
Marks Group Wealth Management
Minnesota
– – -2,417 Closed
PAM
1293
Peak Asset Management
Colorado
– – -2,400 Closed
GFWA
1294
Grey Fox Wealth Advisors
Delaware
– – -2,374 Closed
DWM
1295
Drive Wealth Management
Utah
– – -2,294 Closed
GSWM
1296
Greenup Street Wealth Management
Michigan
– – -2,230 Closed
PIMG
1297
Patriot Investment Management Group
Tennessee
– – -2,199 Closed
SG
1298
StoneX Group
New York
– – -2,188 Closed
NCFG
1299
New Century Financial Group
New Jersey
– – -2,185 Closed
EWM
1300
Empirical Wealth Management
Washington
– – -2,159 Closed
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