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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 %
DP
176
Dearborn Partners
Illinois
$6.03M 62,315 -86 -0.1%
BS
177
Banco Santander
Spain
$5.95M 61,469 -6,180 -9%
JFL
178
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.93M 61,313 -2,733 -4%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$5.86M 60,625 +1,490 +3%
AI
180
Atom Investors
Texas
$5.85M 60,515 +60,515 New
PA
181
Pinnacle Associates
New York
$5.81M 60,092 -908 -1%
RG
182
Rathbones Group
United Kingdom
$5.77M 59,674 -2,071 -3%
SC
183
Syon Capital
California
$5.67M 58,641 -52,657 -47%
VPIM
184
Vanguard Personalized Indexing Management
California
$5.65M 58,419 +8,348 +17%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$5.55M 57,413 +1,640 +3%
NAM
186
NorthCrest Asset Manangement
Minnesota
$5.54M 57,296 +3,004 +6%
BFG
187
Bleakley Financial Group
New Jersey
$5.29M 54,731 +5,903 +12%
SW
188
Simplicity Wealth
New Jersey
$5.29M 54,714 +54,714 New
NCM
189
Narwhal Capital Management
Georgia
$5.17M 53,487 -96 -0.2%
KFS
190
Kurt F. Somerville
$5.17M 53,484 -42,365 -44%
WLPWM
191
Walled Lake Planning & Wealth Management
Illinois
$5.11M 52,786 -527 -1%
AllianceBernstein
192
AllianceBernstein
Tennessee
$5.11M 52,783 -7,347 -12%
FT
193
Fiduciary Trust
Massachusetts
$5.05M 52,234 -96 -0.2%
TD Asset Management
194
TD Asset Management
Ontario, Canada
$5.03M 51,956 -3,140 -6%
LNWWM
195
Laird Norton Wetherby Wealth Management
California
$5M 51,740 -173 -0.3%
MVIP
196
Mar Vista Investment Partners
California
$5M 51,675 – –
CIBC World Market
197
CIBC World Market
Ontario, Canada
$4.91M 50,769 -2,411 -5%
GCM
198
Garland Capital Management
Washington
$4.91M 50,745 -565 -1%
SFM
199
Sphera Funds Management
Israel
$4.84M 50,000 -10,000 -17%
CFSG
200
Community Financial Services Group
Vermont
$4.8M 49,660 +49,660 New
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