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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 %
OP
1326
ORG Partners
Indiana
– – -110 Closed
NFSG
1327
Newbridge Financial Services Group
Florida
– – -94 Closed
WWP
1328
WR Wealth Planners
Missouri
– – -82 Closed
BG
1329
Bollard Group
Massachusetts
– – -79 Closed
TFA
1330
Toth Financial Advisory
Virginia
– – -54 Closed
FAM
1331
Flaharty Asset Management
Florida
– – -43 Closed
SCA
1332
Stonebridge Capital Advisors
Minnesota
– – -32 Closed
BWS
1333
Buck Wealth Strategies
Colorado
– – -30 Closed
LFA
1334
LGT Financial Advisors
Texas
– – -26 Closed
CPG
1335
Cornerstone Planning Group
New Jersey
– – -15 Closed
HWP
1336
Hibernia Wealth Partners
Louisiana
– – -4 Closed
Group One Trading
1337
Group One Trading
Illinois
– – – –
Nomura Asset Management
1338
Nomura Asset Management
Japan
– – – –
Capital Fund Management (CFM)
1339
Capital Fund Management (CFM)
France
– – – –
C
1340
Covestor
United Kingdom
$0 3 – –
Parallax Volatility Advisers
1341
Parallax Volatility Advisers
California
– – – –
Walleye Capital
1342
Walleye Capital
New York
– – – –
Wolverine Trading
1343
Wolverine Trading
Illinois
– – – –
IMC Chicago
1344
IMC Chicago
Illinois
– – – –
GS
1345
GTS Securities
New York
– – – –
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