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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 %
Morgan Stanley
1
Morgan Stanley
New York
$1.43B 14,184,506 +7,206,673 +103%
Dodge & Cox
2
Dodge & Cox
California
$1.33B 13,165,538 -3,098,683 -19%
Primecap Management
3
Primecap Management
California
$1.3B 12,905,697 -1,689,455 -12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$614M 6,078,175 -195,711 -3%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$607M 6,009,900 -56,717 -0.9%
Franklin Resources
6
Franklin Resources
California
$597M 5,914,989 -296,103 -5%
Bank of America
7
Bank of America
North Carolina
$520M 5,147,666 -50,063 -1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$479M 4,746,599 +54,683 +1%
Goldman Sachs
9
Goldman Sachs
New York
$357M 3,535,902 +761,545 +27%
Renaissance Technologies
10
Renaissance Technologies
New York
$287M 2,838,082 +201,237 +8%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$258M 2,552,713 +19,776 +0.8%
Principal Financial Group
12
Principal Financial Group
Iowa
$253M 2,508,648 -30,617 -1%
Northern Trust
13
Northern Trust
Illinois
$216M 2,140,172 -27,185 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$205M 2,032,130 -17,771 -0.9%
Wells Fargo
15
Wells Fargo
California
$202M 2,003,548 -5,631 -0.3%
BlackRock
16
BlackRock
New York
$185M 1,829,523 +105,587 +6%
State Street
17
State Street
Massachusetts
$179M 1,777,048 +20,534 +1%
UBS Group
18
UBS Group
Switzerland
$168M 1,661,492 -195,165 -11%
CCM
19
Cullen Capital Management
New York
$165M 1,629,238 -1,085,571 -40%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$154M 1,527,375 -299,888 -16%
MIP
21
Mondrian Investment Partners
United Kingdom
$149M 1,474,909 +810,282 +122%
Fisher Asset Management
22
Fisher Asset Management
Washington
$144M 1,430,609 +22,397 +2%
SI
23
Scharf Investments
California
$144M 1,423,720 -2,025 -0.1%
MF
24
Magnetar Financial
Illinois
$125M 1,239,942 +440,244 +55%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$121M 1,198,122 -23,467 -2%
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