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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.

New
Increased
Maintained
Reduced
Closed
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)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$117M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$55.5M
4
MF
Magnetar Financial
Illinois
+$47.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$28.7M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$73.9M
2
Primecap Management
Primecap Management
California
-$42.3M
3
Twin Tree Management
Twin Tree Management
Texas
-$41.5M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$31.3M
5
Morgan Stanley
Morgan Stanley
New York
-$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
326
BOK Financial
Oklahoma
$2.19M -$163K -1,742 -7%
AUB
327
Atlantic Union Bankshares
Virginia
$2.19M -$124K -1,214 -5%
Victory Capital Management
328
Victory Capital Management
Texas
$2.18M – – –
WA
329
Wambolt & Associates
Colorado
$2.16M +$193K +1,899 +10%
MPPW
330
Mitchell & Pahl Private Wealth
Oklahoma
$2.16M +$129K +1,269 +6%
SFA
331
Sequoia Financial Advisors
Ohio
$2.13M +$110K +1,082 +5%
LBA
332
Lowell Blake & Associates
Massachusetts
$2.12M -$63.2K -620 -3%
AAM
333
Advisors Asset Management
Colorado
$2.08M -$14.1K -138 -0.7%
GW
334
GW & Wade
Massachusetts
$2.08M -$238K -2,340 -10%
IIM
335
Ipswich Investment Management
Massachusetts
$2.06M +$63.2K +620 +3%
Diamond Hill Capital Management
336
Diamond Hill Capital Management
Ohio
$2.05M +$163K +1,600 +9%
AAM
337
Azzad Asset Management
Virginia
$2.02M -$1.47M -14,453 -42%
AFM
338
Abbot Financial Management
Massachusetts
$1.98M -$93.9K -922 -5%
SF
339
Synovus Financial
Georgia
$1.97M +$4.69K +46 +0.2%
OPA
340
Old Port Advisors
Maine
$1.97M +$1.97M +19,337 New
NPT
341
Nixon Peabody Trust
Massachusetts
$1.97M -$55.5K -545 -3%
TCOT
342
Trust Company of Toledo
Ohio
$1.96M -$66.3K -651 -3%
Pacer Advisors
343
Pacer Advisors
Pennsylvania
$1.94M -$113K -1,114 -6%
PAM
344
Private Asset Management
California
$1.92M -$367K -3,599 -16%
FAM
345
Fred Alger Management
New York
$1.91M -$29.2K -287 -2%
JPWM
346
Jamison Private Wealth Management
Georgia
$1.9M +$1.9M +18,634 New
FTDI
347
First Trust Direct Indexing
Massachusetts
$1.89M +$198K +1,941 +12%
AMG
348
Advisors Management Group
Wisconsin
$1.88M -$94.8K -931 -5%
DAS
349
Dynamic Advisor Solutions
Arizona
$1.88M +$79.4K +780 +4%
PNC
350
Park National Corp
Ohio
$1.88M -$45K -442 -2%
12 13
14
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