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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 %
Fayez Sarofim & Co
201
Fayez Sarofim & Co
Texas
$4.78M 49,400 -2,075 -4%
PSC
202
Prentiss Smith & Co
Vermont
$4.77M 49,340 -1,216 -2%
TCOV
203
Trust Company of Vermont
Vermont
$4.77M 49,267 +5,082 +12%
FIA
204
Foundations Investment Advisors
Arizona
$4.76M 49,234 +10,930 +29%
NW
205
Naviter Wealth
Arkansas
$4.75M 47,358 +6,139 +15%
BWP
206
Baldwin Wealth Partners
Massachusetts
$4.75M 49,074 -1,433 -3%
First Manhattan
207
First Manhattan
New York
$4.74M 48,993 -1,899 -4%
Deutsche Bank
208
Deutsche Bank
Germany
$4.7M 48,542 -110 -0.2%
AI
209
Atria Investments
North Carolina
$4.69M 48,481 +3,834 +9%
TCCM
210
Timber Creek Capital Management
Massachusetts
$4.68M 48,364 -3,618 -7%
PAI
211
Pittenger & Anderson Inc
Nebraska
$4.67M 48,270 -2,800 -5%
BBHC
212
Brown Brothers Harriman & Co
New York
$4.65M 48,097 -150 -0.3%
WT
213
Whittier Trust
California
$4.63M 47,825 +163 +0.3%
CCMINC
214
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.58M 45,719 +3,870 +9%
DS
215
DRW Securities
Illinois
$4.48M 46,333 +37,369 +417%
SAM
216
Smithbridge Asset Management
Pennsylvania
$4.44M 45,879 -397 -0.9%
GMA
217
Glassy Mountain Advisors
Maryland
$4.42M 45,692 +2,449 +6%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$4.41M 45,618 -71 -0.2%
AOI
219
Auto-Owners Insurance
Michigan
$4.37M 45,143 – –
BPA
220
Beacon Pointe Advisors
California
$4.33M 44,714 +8,085 +22%
SPIA
221
Steward Partners Investment Advisory
New York
$4.31M 44,594 +7,240 +19%
OCAM
222
Onex Canada Asset Management
Ontario, Canada
$4.23M 43,733 -12,000 -22%
Jones Financial Companies
223
Jones Financial Companies
Missouri
$4.22M 43,641 +2,224 +5%
NPA
224
Nichols & Pratt Advisers
Massachusetts
$4.19M 43,296 -2,647 -6%
GCA
225
Guardian Capital Advisors
Ontario, Canada
$4.09M 43,898 -643 -1%
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