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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 %
CCA
351
Checchi Capital Advisers
California
$1.87M +$42.1K +413 +2%
VNA
352
Valley National Advisers
Pennsylvania
$1.85M -$114K -1,118 -6%
HL
353
HeadInvest LLC
Maine
$1.84M – – –
PCM
354
Parsons Capital Management
Rhode Island
$1.84M -$4.58K -45 -0.2%
III
355
Independent Investors Inc
New York
$1.82M – – –
CWM
356
Compass Wealth Management
Connecticut
$1.82M -$35.7K -350 -2%
EFH
357
Eaton Financial Holdings
Florida
$1.8M +$1.8M +17,710 New
GT
358
Greenleaf Trust
Michigan
$1.8M +$148K +1,455 +9%
MCM
359
McKinley Capital Management
Alaska
$1.79M +$134K +1,312 +8%
TPM
360
Triasima Portfolio Management
Quebec, Canada
$1.77M +$1.77M +17,335 New
PWM
361
Perigon Wealth Management
California
$1.77M -$5.5K -54 -0.3%
BFA
362
Benedict Financial Advisors
Georgia
$1.76M -$23K -226 -1%
JIC
363
Johnson Investment Counsel
Ohio
$1.76M +$105K +1,030 +6%
SC
364
Sepio Capital
Utah
$1.75M +$95.6K +939 +6%
GIA
365
Guyasuta Investment Advisors
Pennsylvania
$1.71M -$11.9M -116,388 -87%
RGC
366
Roberts, Glore & Co
Illinois
$1.7M -$25.5K -250 -1%
KPWS
367
Kestra Private Wealth Services
Texas
$1.67M +$244K +2,398 +17%
S
368
SimplyRich
California
$1.64M – – –
LBC
369
Lowe Brockenbrough & Co
Virginia
$1.62M -$47.3K -464 -3%
RPSA
370
Richard P. Slaughter Associates
Texas
$1.62M +$11.4K +112 +0.7%
CG
371
Caprock Group
Idaho
$1.62M +$105K +1,034 +7%
AWP
372
Ascent Wealth Partners
New York
$1.61M +$110K +1,080 +7%
PG
373
Patten Group
Tennessee
$1.61M +$1.94K +19 +0.1%
GC
374
Grimes & Company
Massachusetts
$1.61M -$145K -1,426 -8%
BHPW
375
Beverly Hills Private Wealth
California
$1.6M -$1.7M -16,680 -51%
13 14
15
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