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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 %
PS
1326
Planned Solutions
California
– – -310 Closed
NMG
1327
New Millennium Group
Utah
– – -267 Closed
RFS
1328
Richardson Financial Services
Massachusetts
– – -257 Closed
TSW
1329
Thompson Siegel & Walmsley
Virginia
– – -229 Closed
TVAMP
1330
Tennessee Valley Asset Management Partners
Tennessee
– – -180 Closed
FIM
1331
FWL Investment Management
Texas
– – -152 Closed
ODG
1332
O'Dell Group
Ohio
– – -150 Closed
TFG
1333
Team Financial Group
California
– – -58 Closed
AWM
1334
Able Wealth Management
New Jersey
– – -54 Closed
TAM
1335
Tucker Asset Management
Colorado
– – -31 Closed
WIM
1336
Westside Investment Management
California
– – -26 Closed
VF
1337
VitalStone Financial
Texas
– – -26 Closed
AT
1338
Arlington Trust
Alabama
– – -20 Closed
BAM
1339
Byrne Asset Management
New Jersey
– – -20 Closed
Parallax Volatility Advisers
1340
Parallax Volatility Advisers
California
– – – –
Point72 Asset Management
1341
Point72 Asset Management
Connecticut
– – – –
IMC Chicago
1342
IMC Chicago
Illinois
– – – –
GS
1343
GTS Securities
New York
– – – –
Capital Fund Management (CFM)
1344
Capital Fund Management (CFM)
France
– – – –
C
1345
Covestor
United Kingdom
$0 3 – –
Nomura Asset Management
1346
Nomura Asset Management
Japan
– – – –
Wolverine Trading
1347
Wolverine Trading
Illinois
– – – –
Group One Trading
1348
Group One Trading
Illinois
– – – –
RAM
1349
Readystate Asset Management
Illinois
– – – –
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