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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 %
RJT
401
Raymond James Trust
Florida
$1.44M -$7.03K -69 -0.5%
PFS
402
Physicians Financial Services
North Carolina
$1.43M – – –
DWT
403
Dorsey & Whitney Trust
South Dakota
$1.43M +$26.9K +264 +2%
Kayne Anderson Rudnick Investment Management
404
Kayne Anderson Rudnick Investment Management
California
$1.43M -$194K -1,901 -12%
Acadian Asset Management
405
Acadian Asset Management
Massachusetts
$1.42M +$115K +1,130 +9%
SCA
406
Snowden Capital Advisors
New York
$1.42M -$140K -1,372 -9%
CS
407
Comerica Securities
Michigan
$1.42M -$64.4K -632 -4%
ONB
408
Old National Bancorp
Indiana
$1.4M -$54.2K -532 -4%
AIA
409
AIMZ Investment Advisors
California
$1.4M – – –
WEG
410
World Equity Group
Illinois
$1.38M -$2.04K -20 -0.1%
PFS
411
Prospera Financial Services
Texas
$1.38M +$46.7K +458 +4%
CA
412
Cetera Advisors
Colorado
$1.38M +$41.9K +411 +3%
ADMI
413
Albert D. Mason Inc
Massachusetts
$1.38M -$151K -1,480 -10%
MIP
414
Marietta Investment Partners
Wisconsin
$1.37M +$9.17K +90 +0.7%
ECM
415
Evergreen Capital Management
Washington
$1.37M +$22.5K +221 +2%
MIM
416
Marco Investment Management
Georgia
$1.37M -$102K -1,000 -7%
DM
417
Delphi Management
Massachusetts
$1.36M +$64.8K +636 +5%
TD Asset Management
418
TD Asset Management
Ontario, Canada
$1.35M +$6.83K +67 +0.5%
BMCM
419
Bryn Mawr Capital Management
Pennsylvania
$1.35M +$1.35M +13,272 New
SWP
420
Stratos Wealth Partners
Ohio
$1.34M +$92.6K +909 +7%
BFO
421
Boston Family Office
Massachusetts
$1.33M – – –
CPA
422
Court Place Advisors
Maryland
$1.32M – – –
AAS
423
Avantax Advisory Services
Texas
$1.32M -$160K -1,566 -11%
BEAM
424
Baker Ellis Asset Management
Washington
$1.3M -$25.5K -250 -2%
BCFD
425
Boit C.F. David
$1.3M – – –
15 16
17
18 19