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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 %
Voloridge Investment Management
151
Voloridge Investment Management
Florida
$8.02M 82,943 -197,118 -70%
Mirae Asset Global Investments
152
Mirae Asset Global Investments
South Korea
$8M 82,727 +26,632 +47%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$7.99M 82,612 -3,832 -4%
IHL
154
Investment House LLC
California
$7.94M 82,079 +1,050 +1%
William Blair & Company
155
William Blair & Company
Illinois
$7.93M 81,985 -3,266 -4%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$7.9M 81,640 +5,986 +8%
LOPW
157
Live Oak Private Wealth
North Carolina
$7.78M 80,395 -328 -0.4%
CCM
158
Cohen Capital Management
California
$7.75M 80,078 – –
UCFA
159
United Capital Financial Advisors
Texas
$7.64M 79,011 -7,587 -9%
OCM
160
Osterweis Capital Management
California
– – – –
CIM
161
Corda Investment Management
Texas
$7.45M 77,038 -4,513 -6%
ACM
162
Altrius Capital Management
North Carolina
$7.42M 76,721 +6,913 +10%
FPTW
163
Franklin, Parlapiano, Turner & Welch
Texas
$7.33M 75,788 -292 -0.4%
TG
164
TCW Group
California
$7.25M 74,969 +48 +0.1%
CAN
165
Cetera Advisor Networks
California
$7.15M 73,905 -2,281 -3%
FGAM
166
Financial Gravity Asset Management
Texas
$6.94M 70,209 +36,200 +106%
QCM
167
Quantinno Capital Management
New York
$6.7M 69,267 +7,459 +12%
WF
168
Welch & Forbes
Massachusetts
$6.68M 69,094 -950 -1%
TNBTD
169
Trustmark National Bank Trust Department
Mississippi
$6.38M 65,969 -2,025 -3%
CNB
170
Camden National Bank
Maine
$6.3M 65,092 -1,403 -2%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$6.21M 64,191 +648 +1%
CCB
172
Country Club Bank
Missouri
$6.12M 63,238 -1,238 -2%
QT
173
Quantbot Technologies
New York
$6.1M 63,099 +50,353 +395%
Squarepoint
174
Squarepoint
New York
$6.07M 62,752 +62,752 New
CAM
175
Cresset Asset Management
Illinois
$6.05M 60,279 +2,647 +5%
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