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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 %
CAI
1301
Capital Advisors Inc
Oklahoma
– – -2,301 Closed
BAM
1302
Belpointe Asset Management
Nevada
– – -2,296 Closed
IAIM
1303
International Assets Investment Management
Florida
– – -2,230 Closed
HBCM
1304
Heron Bay Capital Management
Michigan
– – -2,225 Closed
SB
1305
Strategic Blueprint
Georgia
– – -2,077 Closed
ST
1306
Spinnaker Trust
Maine
– – -2,059 Closed
HGWM
1307
Horst & Graben Wealth Management
Oregon
– – -2,018 Closed
OIM
1308
Oder Investment Management
California
– – -1,973 Closed
VST
1309
Van Strum & Towne
California
– – -1,972 Closed
GB
1310
Goepper Burkhardt
South Carolina
– – -1,970 Closed
FWM
1311
Fairhaven Wealth Management
Illinois
– – -1,969 Closed
BAM
1312
Blueshift Asset Management
New Jersey
– – -1,966 Closed
SAS
1313
Stelac Advisory Services
New York
– – -1,660 Closed
TJHA
1314
Thomas J. Herzfeld Advisors
Florida
– – -1,200 Closed
CA
1315
Crewe Advisors
Utah
– – -1,075 Closed
QP
1316
Quilter Plc
United Kingdom
– – -880 Closed
MIA
1317
Milestone Investment Advisors
Wisconsin
– – -642 Closed
FRA
1318
Front Row Advisors
California
– – -448 Closed
BAAM
1319
Baker Avenue Asset Management
California
– – -387 Closed
RFA
1320
Register Financial Advisors
Georgia
– – -372 Closed
NIC
1321
Northwest Investment Counselors
Oregon
– – -354 Closed
PO
1322
Private Ocean
California
– – -255 Closed
LFASL
1323
Lugano Financial Advisors SA (LFA)
Switzerland
– – -250 Closed
Legacy Financial Group (Iowa)
1324
Legacy Financial Group (Iowa)
Iowa
– – -161 Closed
NC
1325
NewSquare Capital
Pennsylvania
– – -154 Closed
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