NVS icon

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 %
AllianceBernstein
176
AllianceBernstein
Tennessee
$6.07M 60,130 +7,703 +15%
SFM
177
Sphera Funds Management
Israel
$6.06M 60,000 – –
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$5.97M 59,135 -1,871 -3%
CAM
179
Cresset Asset Management
Illinois
$5.82M 57,632 +1,870 +3%
Mirae Asset Global Investments
180
Mirae Asset Global Investments
South Korea
$5.66M 56,095 -2,410 -4%
Arrowstreet Capital
181
Arrowstreet Capital
Massachusetts
$5.65M 55,903 +20,279 +57%
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$5.63M 55,773 -7,807 -12%
OCAM
183
Onex Canada Asset Management
Ontario, Canada
$5.63M 55,733 -24,415 -30%
CSS
184
Cubist Systematic Strategies
Connecticut
$5.57M 55,184 +23,827 +76%
TD Asset Management
185
TD Asset Management
Ontario, Canada
$5.56M 55,096 +41,815 +315%
D.E. Shaw & Co
186
D.E. Shaw & Co
New York
$5.53M 54,817 -70,106 -56%
NAM
187
NorthCrest Asset Manangement
Minnesota
$5.48M 54,292 +424 +0.8%
NCM
188
Narwhal Capital Management
Georgia
$5.41M 53,583 -493 -0.9%
WLPWM
189
Walled Lake Planning & Wealth Management
Illinois
$5.38M 53,313 -436 -0.8%
CIBC World Market
190
CIBC World Market
Ontario, Canada
$5.37M 53,180 -63,100 -54%
FT
191
Fiduciary Trust
Massachusetts
$5.28M 52,330 -698 -1%
TCCM
192
Timber Creek Capital Management
Massachusetts
$5.25M 51,982 +267 +0.5%
LNWWM
193
Laird Norton Wetherby Wealth Management
California
$5.24M 51,913 +1,093 +2%
MVIP
194
Mar Vista Investment Partners
California
$5.22M 51,675 – –
Fayez Sarofim & Co
195
Fayez Sarofim & Co
Texas
$5.2M 51,475 -12,865 -20%
GCM
196
Garland Capital Management
Washington
$5.18M 51,310 -3,400 -6%
PAI
197
Pittenger & Anderson Inc
Nebraska
$5.16M 51,070 – –
First Manhattan
198
First Manhattan
New York
$5.14M 50,892 -588 -1%
SSG
199
Summit Securities Group
New York
$5.13M 50,851 +50,851 New
PSC
200
Prentiss Smith & Co
Vermont
$5.1M 50,556 -1,476 -3%
6 7
8
9 10