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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 %
BWP
201
Baldwin Wealth Partners
Massachusetts
$5.1M 50,507 -1,982 -4%
VPIM
202
Vanguard Personalized Indexing Management
California
$5.06M 50,071 -1,347 -3%
JFG
203
Jefferies Financial Group
New York
$4.99M 49,437 +49,437 New
BFG
204
Bleakley Financial Group
New Jersey
$4.93M 48,828 +3,863 +9%
SS
205
Simplicity Solutions
Minnesota
$4.91M 48,661 +3,696 +8%
Deutsche Bank
206
Deutsche Bank
Germany
$4.91M 48,652 -1,587 -3%
BBHC
207
Brown Brothers Harriman & Co
New York
$4.87M 48,247 -13,045 -21%
Acadian Asset Management
208
Acadian Asset Management
Massachusetts
$4.86M 48,158 +34,228 +246%
WT
209
Whittier Trust
California
$4.81M 47,662 -268 -0.6%
GCA
210
Guardian Capital Advisors
Ontario, Canada
$4.77M 44,541 +132 +0.3%
SAM
211
Smithbridge Asset Management
Pennsylvania
$4.67M 46,276 +387 +0.8%
NPA
212
Nichols & Pratt Advisers
Massachusetts
$4.64M 45,943 -5,321 -10%
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$4.61M 45,689 -1,720 -4%
AOI
214
Auto-Owners Insurance
Michigan
$4.56M 45,143 – –
AI
215
Atria Investments
North Carolina
$4.51M 44,647 -878 -2%
TCOV
216
Trust Company of Vermont
Vermont
$4.46M 44,185 -8,749 -17%
SC
217
Scotia Capital
Ontario, Canada
$4.41M 43,699 -1,067 -2%
GMA
218
Glassy Mountain Advisors
Maryland
$4.37M 43,243 +703 +2%
SG Americas Securities
219
SG Americas Securities
New York
$4.35M 43,047 +8,724 +25%
CCMINC
220
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.23M 41,849 +154 +0.4%
KeyBank National Association
221
KeyBank National Association
Ohio
$4.2M 41,645 +3,643 +10%
Jones Financial Companies
222
Jones Financial Companies
Missouri
$4.18M 41,417 +617 +2%
CAM
223
Carret Asset Management
New York
$4.18M 41,349 -442 -1%
NW
224
Naviter Wealth
Arkansas
$4.16M 41,219 +8,116 +25%
GT
225
Glenmede Trust
Pennsylvania
$4.13M 40,947 +1,994 +5%
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