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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 %
AL
426
Arnhold LLC
New York
$1.29M – – –
Susquehanna International Group
427
Susquehanna International Group
Pennsylvania
$1.28M +$931K +9,139 +263%
WOC
428
West Oak Capital
California
$1.28M – – –
AAS
429
Ameritas Advisory Services
Nebraska
$1.28M +$923K +9,227 +257%
IA
430
IAM Advisory
Pennsylvania
$1.28M +$1.28M +12,565 New
SIA
431
Schechter Investment Advisors
Michigan
$1.26M -$599K -5,885 -32%
AP
432
Americana Partners
Texas
$1.26M -$42.7K -423 -3%
WJWM
433
Williams Jones Wealth Management
New York
$1.25M +$5.2K +51 +0.4%
EAM
434
Eagle Asset Management
Florida
$1.25M -$36.7K -360 -3%
EWA
435
EP Wealth Advisors
California
$1.25M -$1.63M -16,000 -57%
HKAM
436
Horizon Kinetics Asset Management
New York
$1.24M – – –
XF
437
XML Financial
Maryland
$1.24M +$14K +137 +1%
Lido Advisors
438
Lido Advisors
California
$1.23M +$32.9K +323 +3%
LFAS
439
Level Four Advisory Services
Texas
$1.23M -$84.1K -826 -6%
CNFG
440
Creegan & Nassoura Financial Group
New Hampshire
$1.22M – – –
FHA
441
First Horizon Advisors
Tennessee
$1.22M -$1.02K -10 -0.1%
SIGI
442
Susquehanna International Group (Ireland)
Ireland
$1.2M +$1.2M +11,828 New
QI
443
Qtron Investments
Massachusetts
$1.2M – – –
AC
444
Abbrea Capital
California
$1.2M – – –
VA
445
Vident Advisory
Georgia
$1.2M +$1.2M +11,739 New
AWM
446
Avior Wealth Management
Nebraska
$1.19M – – –
UB
447
UMB Bank
Missouri
$1.19M -$57K -560 -5%
CIC
448
Carnegie Investment Counsel
Ohio
$1.18M -$33.1K -325 -3%
TCOO
449
Trust Company of Oklahoma
Oklahoma
$1.18M +$128K +1,253 +12%
BCM
450
BTC Capital Management
Iowa
$1.18M +$47.1K +462 +4%
16 17
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