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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 %
NSB
1301
Norway Savings Bank
Maine
– – -2,148 Closed
WAP
1302
Wealthcare Advisory Partners
Pennsylvania
– – -2,145 Closed
SWM
1303
SeaCrest Wealth Management
New York
– – -2,139 Closed
MA
1304
MONECO Advisors
Connecticut
– – -2,095 Closed
MMHP
1305
Murphy Middleton Hinkle & Parker
Georgia
– – -2,072 Closed
CIC
1306
Crawford Investment Counsel
Georgia
– – -2,070 Closed
IPW
1307
Inlet Private Wealth
Florida
– – -2,059 Closed
HCM
1308
Hutner Capital Management
Vermont
– – -2,040 Closed
Empower Advisory Group
1309
Empower Advisory Group
Colorado
– – -2,030 Closed
MPI
1310
Mairs & Power Inc
Minnesota
– – -2,024 Closed
IPW
1311
Intergy Private Wealth
Colorado
– – -2,018 Closed
MW
1312
Marcum Wealth
Ohio
– – -2,007 Closed
PIA
1313
Perennial Investment Advisors
California
– – -2,006 Closed
IIC
1314
Ironwood Investment Counsel
Arizona
– – -2,002 Closed
SMH
1315
Sanders Morris Harris
Texas
– – -2,000 Closed
SGK
1316
Steigerwald Gordon & Koch
Virginia
– – -1,996 Closed
AAS
1317
Annex Advisory Services
Wisconsin
– – -1,991 Closed
GWS
1318
Glassman Wealth Services
Virginia
– – -1,655 Closed
RIM
1319
Rockbridge Investment Management
New York
– – -1,165 Closed
GAMC
1320
Garner Asset Management Corp
Texas
– – -1,015 Closed
FWM
1321
Focused Wealth Management
New York
– – -931 Closed
AIMA
1322
Ables Iannone Moore & Associates
Georgia
– – -709 Closed
DAC
1323
Dividend Assets Capital
South Carolina
– – -707 Closed
SC
1324
Stephens Consulting
Michigan
– – -500 Closed
BCM
1325
Bourgeon Capital Management
Connecticut
– – -410 Closed
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