NVS icon

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 %
ISL
126
Ingalls & Snyder LLC
New York
$10.9M 112,265 +947 +0.9%
PC
127
Promethos Capital
Massachusetts
$10.8M 112,085 +112,085 New
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$10.8M 111,453 +5,491 +5%
Federated Hermes
129
Federated Hermes
Pennsylvania
$10.7M 110,202 -9,853 -8%
New York State Common Retirement Fund
130
New York State Common Retirement Fund
New York
$10.5M 108,875 +13,245 +14%
TAM
131
Tocqueville Asset Management
New York
$10.5M 108,539 +503 +0.5%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$10.3M 106,535 +84,777 +390%
WP
133
Woodline Partners
California
$10.2M 105,656 +105,656 New
BG
134
Bahl & Gaynor
Ohio
$9.96M 103,010 -808 -0.8%
EPAM
135
Euro Pacific Asset Management
Puerto Rico
$9.56M 99,366 -10,077 -9%
USCWA
136
U.S. Capital Wealth Advisors
Texas
$9.43M 97,493 -1,701 -2%
FWIA
137
Fort Washington Investment Advisors
Ohio
$9.22M 95,317 -550 -0.6%
RWM
138
Ritholtz Wealth Management
New York
$9.1M 94,041 +22,538 +32%
AAIM
139
American Assets Investment Management
California
$9.05M 93,610 – –
Osaic Holdings
140
Osaic Holdings
Arizona
$8.84M 91,336 -102,478 -53%
ZAM
141
Zevin Asset Management
Massachusetts
$8.78M 90,738 +5,464 +6%
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.69M 89,788 -3,538 -4%
HTHT
143
Hemenway Trust Hemenway Trust
New Hampshire
$8.68M 89,711 -72,114 -45%
TBC
144
Tweedy, Browne Co
Connecticut
$8.65M 89,446 -1,173 -1%
SIM
145
Seaview Investment Managers
Florida
$8.6M 88,912 +88,912 New
CSIC
146
Clifford Swan Investment Counsel
California
$8.55M 88,402 -3,860 -4%
GF
147
Gabelli Funds
New York
$8.32M 86,000 -1,000 -1%
TBA
148
Tower Bridge Advisors
Pennsylvania
$8.22M 84,968 -6,042 -7%
MGIA
149
Matthew Goff Investment Advisor
Texas
$8.18M 84,583 +1,631 +2%
MCM
150
Mengis Capital Management
Oregon
$8.11M 83,793 +1,850 +2%
4 5
6
7 8