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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 %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$11.2M 111,066 +2,851 +3%
EPAM
127
Euro Pacific Asset Management
Puerto Rico
$11.1M 109,443 +20 +0%
TAM
128
Tocqueville Asset Management
New York
$10.9M 108,036 -7,215 -6%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$10.7M 105,962 +14,665 +16%
BG
130
Bahl & Gaynor
Ohio
$10.5M 103,818 -271 -0.3%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$10.3M 101,781 -24,750 -20%
USCWA
132
U.S. Capital Wealth Advisors
Texas
$10M 99,194 +2,226 +2%
Pathstone Holdings
133
Pathstone Holdings
New Jersey
$9.85M 97,563 +97,563 New
MML Investors Services
134
MML Investors Services
Massachusetts
$9.77M 96,742 +7,380 +8%
FWIA
135
Fort Washington Investment Advisors
Ohio
$9.68M 95,867 -231 -0.2%
KFS
136
Kurt F. Somerville
$9.68M 95,849 -28,508 -23%
New York State Common Retirement Fund
137
New York State Common Retirement Fund
New York
$9.66M 95,630 +12,147 +15%
AAIM
138
American Assets Investment Management
California
$9.45M 93,610 – –
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.42M 93,326 -756 -0.8%
CSIC
140
Clifford Swan Investment Counsel
California
$9.32M 92,262 -4,802 -5%
TBA
141
Tower Bridge Advisors
Pennsylvania
$9.19M 91,010 -1,068 -1%
TBC
142
Tweedy, Browne Co
Connecticut
$9.15M 90,619 -4,297 -5%
GF
143
Gabelli Funds
New York
$8.78M 87,000 -2,500 -3%
UCFA
144
United Capital Financial Advisors
Texas
$8.74M 86,598 -22,380 -21%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$8.73M 86,444 -1,204 -1%
ZAM
146
Zevin Asset Management
Massachusetts
$8.61M 85,274 -410 -0.5%
William Blair & Company
147
William Blair & Company
Illinois
$8.61M 85,251 +560 +0.7%
MGIA
148
Matthew Goff Investment Advisor
Texas
$8.38M 82,952 -570 -0.7%
MCM
149
Mengis Capital Management
Oregon
$8.27M 81,943 +300 +0.4%
CIM
150
Corda Investment Management
Texas
$8.23M 81,551 -22,295 -21%
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