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Novartis
NVS

Overview Fund Activity

1,221 hedge funds and large institutions have $15.1B invested in Novartis in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 374 increasing their positions, 448 reducing their positions, and 60 closing their positions.

Holders
1,221
Holders Change
+21
Holders Change %
+1.75%
% of All Funds
19.47%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
96
Increased
374
Reduced
448
Closed
60
Calls
$253M
Puts
$270M
Net Calls
-$16.3M
Net Calls Change
-$401M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$186M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$209M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$143M
4
MF
4
Magnetar Financial
Illinois
$81.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$269M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$18.5M
2
Primecap Management
2
Primecap Management
California
$1.49B
3
Twin Tree Management
3
Twin Tree Management
Texas
$1.55M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$20.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$711M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
226
Glenmede Trust
Pennsylvania
$3.97M 38,953 +780 +2%
PAG
227
Private Advisor Group
New Jersey
$3.97M 38,945 +754 +2%
BIC
228
Beach Investment Counsel
Pennsylvania
$3.93M 38,625 +345 +0.9%
KeyBank National Association
229
KeyBank National Association
Ohio
$3.87M 38,002 +256 +0.7%
YCM
230
Yousif Capital Management
Michigan
$3.83M 37,648 -700 -2%
PP
231
Patten & Patten
Tennessee
$3.82M 37,460 +560 +2%
ACM
232
Advisors Capital Management
New Jersey
$3.8M 37,276 +1,734 +5%
BFS
233
Bradley Foster & Sargent
Connecticut
$3.78M 37,429 – –
ASN
234
Advisory Services Network
Georgia
$3.69M 36,240 -4,266 -11%
Squarepoint
235
Squarepoint
New York
$3.66M 35,957 -8,107 -18%
Millennium Management
236
Millennium Management
New York
$3.64M 35,748 -23,406 -40%
Arrowstreet Capital
237
Arrowstreet Capital
Massachusetts
$3.63M 35,624 +35,624 New
SGI
238
Summit Global Investments
Utah
$3.63M 35,599 +3,960 +13%
FIA
239
Foundations Investment Advisors
Arizona
$3.62M 35,523 +21,667 +156%
PCA
240
Providence Capital Advisors
North Carolina
$3.61M 35,407 +193 +0.5%
SPIA
241
Steward Partners Investment Advisory
New York
$3.58M 35,185 +1,221 +4%
PA
242
Perennial Advisors
New York
$3.57M 35,079 +471 +1%
State Board of Administration of Florida Retirement System
243
State Board of Administration of Florida Retirement System
Florida
$3.57M 35,008 +35,008 New
ATC
244
Argent Trust Co
Tennessee
$3.54M 34,769 -152 -0.4%
S
245
SignatureFD
Georgia
$3.51M 34,467 +3,443 +11%
SG Americas Securities
246
SG Americas Securities
New York
$3.5M 34,323 +14,797 +76%
RhumbLine Advisers
247
RhumbLine Advisers
Massachusetts
$3.48M 34,183 +4,897 +17%
SAM
248
Synergy Asset Management
Washington
$3.48M 34,182 +8,238 +32%
WWA
249
WCG Wealth Advisors
Nevada
$3.48M 33,823 +3,807 +13%
LCM
250
Logan Capital Management
Pennsylvania
$3.45M 33,879 -4,423 -12%
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