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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 %
FA
376
FDx Advisors
Illinois
$1.6M -$1.42M -13,946 -47%
PA
377
Procyon Advisors
Connecticut
$1.6M +$948K +9,308 +146%
RIL
378
Rothschild Investment LLC
Illinois
$1.59M +$35.4K +347 +2%
SW
379
SVB Wealth
Massachusetts
$1.59M -$4.28K -42 -0.3%
CB
380
CNB Bank
Pennsylvania
$1.58M -$52.1K -511 -3%
VT
381
Vise Technologies
New York
$1.58M -$61K -599 -4%
CT
382
Coastline Trust
Rhode Island
$1.58M – – –
SFG
383
SevenBridge Financial Group
Pennsylvania
$1.57M -$8.96K -88 -0.6%
NAMP
384
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.56M – – –
Twin Tree Management
385
Twin Tree Management
Texas
$1.55M -$41.5M -407,452 -96%
FNBT
386
FineMark National Bank & Trust
Florida
$1.54M -$72.3K -710 -4%
SSB
387
Sandy Spring Bank
Maryland
$1.53M -$29.8K -293 -2%
FC
388
FORA Capital
Florida
$1.51M -$1.68M -16,506 -53%
QCG
389
Quadrant Capital Group
Ohio
$1.5M +$64.6K +634 +4%
AA
390
Altman Advisors
Illinois
$1.5M +$1.5M +14,717 New
Bessemer Group
391
Bessemer Group
New Jersey
$1.5M -$171K -1,675 -10%
EI
392
Ellevest Inc
New York
$1.49M +$192K +1,886 +15%
CIA
393
Choate Investment Advisors
Massachusetts
$1.49M +$226K +2,217 +18%
PIM
394
Penobscot Investment Management
Massachusetts
$1.48M +$1.11M +10,943 +302%
AWM
395
Aberdeen Wealth Management
Illinois
$1.48M -$10.2K -100 -0.7%
VAS
396
Vestmark Advisory Solutions
Massachusetts
$1.48M -$3.25M -31,950 -69%
HJIM
397
Henry James International Management
New York
$1.47M +$881K +8,650 +150%
SCM
398
Stonebridge Capital Management
California
$1.46M -$316K -3,100 -18%
GC
399
Guggenheim Capital
Illinois
$1.45M -$34.6K -340 -2%
ACS
400
Archford Capital Strategies
Illinois
$1.44M -$34K -334 -2%
14 15
16
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