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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 %
IHL
151
Investment House LLC
California
$8.18M 81,029 +100 +0.1%
LOPW
152
Live Oak Private Wealth
North Carolina
$8.15M 80,723 -528 -0.6%
CCM
153
Cohen Capital Management
California
$8.09M 80,078 -70 -0.1%
OCM
154
Osterweis Capital Management
California
– – – –
Holocene Advisors
155
Holocene Advisors
New York
$7.98M 79,063 -164,546 -68%
Connor, Clark & Lunn Investment Management (CC&L)
156
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.8M 77,213 -227,937 -75%
CAN
157
Cetera Advisor Networks
California
$7.69M 76,186 +790 +1%
FPTW
158
Franklin, Parlapiano, Turner & Welch
Texas
$7.68M 76,080 -834 -1%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$7.64M 75,654 +2,246 +3%
TG
160
TCW Group
California
$7.56M 74,921 +1,413 +2%
RWM
161
Ritholtz Wealth Management
New York
$7.22M 71,503 +3,821 +6%
WF
162
Welch & Forbes
Massachusetts
$7.07M 70,044 -643 -0.9%
ACM
163
Altrius Capital Management
North Carolina
$7.05M 69,808 -220 -0.3%
TNBTD
164
Trustmark National Bank Trust Department
Mississippi
$6.87M 67,994 -1,292 -2%
BS
165
Banco Santander
Spain
$6.83M 67,649 -4,200 -6%
CNB
166
Camden National Bank
Maine
$6.71M 66,495 -541 -0.8%
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.64M 65,723 -1,365 -2%
MJP
168
Michael J. Puzo
$6.51M 64,512 -11,348 -15%
JFL
169
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.47M 64,046 -2,993 -4%
CCB
170
Country Club Bank
Missouri
$6.45M 64,476 -1,212 -2%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$6.42M 63,543 -1,745 -3%
DP
172
Dearborn Partners
Illinois
$6.3M 62,401 -848 -1%
QCM
173
Quantinno Capital Management
New York
$6.24M 61,808 +4,459 +8%
RG
174
Rathbones Group
United Kingdom
$6.23M 61,745 -3,057 -5%
PA
175
Pinnacle Associates
New York
$6.16M 61,000 -220 -0.4%
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