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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 %
Primecap Management
1
Primecap Management
California
$1.2B 12,417,755 -487,942 -4%
Dodge & Cox
2
Dodge & Cox
California
$1.2B 12,353,985 -811,553 -6%
Morgan Stanley
3
Morgan Stanley
New York
$702M 7,258,381 -6,926,125 -49%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$582M 6,018,082 -60,093 -1%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$572M 5,917,972 -91,928 -2%
Franklin Resources
6
Franklin Resources
California
$551M 5,699,789 -215,200 -4%
Bank of America
7
Bank of America
North Carolina
$473M 4,888,193 -259,473 -5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$444M 4,589,350 -157,249 -3%
Goldman Sachs
9
Goldman Sachs
New York
$296M 3,059,361 -476,541 -13%
Renaissance Technologies
10
Renaissance Technologies
New York
$284M 2,940,582 +102,500 +4%
CCM
11
Cullen Capital Management
New York
$283M 2,924,424 +1,295,186 +79%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$248M 2,568,728 +16,015 +0.6%
Principal Financial Group
13
Principal Financial Group
Iowa
$244M 2,523,334 +14,686 +0.6%
Northern Trust
14
Northern Trust
Illinois
$208M 2,150,896 +10,724 +0.5%
MIP
15
Mondrian Investment Partners
United Kingdom
$200M 2,065,739 +590,830 +40%
Wells Fargo
16
Wells Fargo
California
$194M 2,010,126 +6,578 +0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$189M 1,953,052 -79,078 -4%
MF
18
Magnetar Financial
Illinois
$184M 1,906,046 +666,104 +54%
BlackRock
19
BlackRock
New York
$180M 1,858,800 +29,277 +2%
State Street
20
State Street
Massachusetts
$175M 1,737,954 -39,094 -2%
UBS Group
21
UBS Group
Switzerland
$150M 1,546,738 -114,754 -7%
Fisher Asset Management
22
Fisher Asset Management
Washington
$140M 1,447,875 +17,266 +1%
SI
23
Scharf Investments
California
$132M 1,364,854 -58,866 -4%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$117M 1,211,945 +13,823 +1%
MNG
25
Manning & Napier Group
New York
$101M 1,042,426 -14,742 -1%
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