NVS icon

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 %
FBC
251
Fairfield, Bush & Co
Connecticut
$3.4M 33,336 -7,500 -18%
WA
252
WealthTrust Axiom
Pennsylvania
$3.38M 33,190 – –
DC
253
Davenport & Co
Virginia
$3.37M 33,128 -4,080 -11%
NW
254
Naviter Wealth
Arkansas
$3.37M 33,103 +2,469 +8%
CTA
255
Chesley Taft & Associates
Illinois
$3.36M 32,962 +125 +0.4%
BPA
256
Beacon Pointe Advisors
California
$3.29M 32,325 +21,231 +191%
MOS
257
MGO One Seven
Ohio
$3.25M 31,912 -1,005 -3%
API
258
Advisor Partners II
California
$3.25M 31,895 +5,552 +21%
OPS
259
Orion Portfolio Solutions
Nebraska
$3.25M 31,869 -59 -0.2%
BCI
260
Brinker Capital Investments
Pennsylvania
$3.25M 31,869 -59 -0.2%
Envestnet Portfolio Solutions
261
Envestnet Portfolio Solutions
Illinois
$3.23M 31,697 +31,697 New
CSS
262
Cubist Systematic Strategies
Connecticut
$3.19M 31,357 -61,100 -66%
HTC
263
Haverford Trust Company
Pennsylvania
$3.18M 31,230 -89 -0.3%
Capital World Investors
264
Capital World Investors
California
$3.17M 30,941 +909 +3%
OC
265
Oppenheimer & Co
New York
$3.1M 30,459 +45 +0.1%
PAS
266
Park Avenue Securities
New York
$3.06M 30,083 +1,442 +5%
Boston Partners
267
Boston Partners
Massachusetts
$3.05M 29,940 +2,250 +8%
ANTB
268
AMG National Trust Bank
Colorado
$3.05M 29,922 -301 -1%
KAS
269
Kestra Advisory Services
Texas
$3.02M 29,654 -32,828 -53%
MC
270
Moors & Cabot
Massachusetts
$2.98M 29,292 +250 +0.9%
FPCG
271
Fort Pitt Capital Group
Pennsylvania
$2.98M 29,276 +1,291 +5%
AP
272
Arlington Partners
Alabama
$2.96M 29,026 +29,026 New
AT
273
Arlington Trust
Alabama
$2.96M 29,026 +29,026 New
BCB
274
Brian C. Broderick
$2.96M 29,015 +1,425 +5%
AW
275
Apricus Wealth
South Carolina
$2.94M 30,259 +763 +3%
9 10
11
12 13