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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 %
LC
451
LCNB Corp
Ohio
$1.18M -$39.2K -385 -3%
HCMT
452
Highland Capital Management (Tennessee)
Tennessee
$1.17M +$148K +1,450 +14%
MTC
453
McDaniel Terry & Co
Texas
$1.17M – – –
TCA
454
Transcend Capital Advisors
New Jersey
$1.17M -$58.4K -573 -5%
GWM
455
Greenwich Wealth Management
Connecticut
$1.17M – – –
WSFS
456
Wilmington Savings Fund Society
Delaware
$1.16M -$24.3K -239 -2%
SC
457
SouthState Corp
Florida
$1.16M -$91.7K -900 -7%
ACM
458
Ativo Capital Management
Illinois
$1.16M -$9.37K -92 -0.8%
PVI
459
Pine Valley Investments
New Jersey
$1.16M +$65.5K +643 +6%
TPCW
460
TD Private Client Wealth
New York
$1.15M +$189K +1,858 +20%
MA
461
Mutual Advisors
Nebraska
$1.15M -$122K -1,197 -10%
AWC
462
Abundance Wealth Counselors
Pennsylvania
$1.15M +$18.8K +185 +2%
VVP
463
Venture Visionary Partners
Ohio
$1.15M – – –
BP
464
Ballentine Partners
Massachusetts
$1.15M +$79.8K +783 +7%
KCM
465
Kathmere Capital Management
Pennsylvania
$1.15M +$100K +986 +10%
IB
466
Intrust Bank
Kansas
$1.14M +$34.7K +341 +3%
BCM
467
Brookstone Capital Management
Illinois
$1.13M +$14.9K +157 +1%
SGA
468
Strategic Global Advisors
California
$1.13M -$77K -756 -6%
NHT
469
New Hampshire Trust
New Hampshire
$1.13M -$21.4K -210 -2%
PFM
470
Privium Fund Management
Netherlands
$1.12M -$231K -2,270 -17%
WG
471
Welch Group
Alabama
$1.11M -$90.5K -888 -8%
KGC
472
Kennon-Green & Company
Ohio
$1.11M -$27K -265 -2%
VFA
473
Voya Financial Advisors
Connecticut
$1.1M +$40.6K +397 +4%
CWP
474
Capital Wealth Planning
Florida
$1.1M +$540K +5,301 +97%
PCM
475
Penserra Capital Management
California
$1.1M +$540K +5,301 +97%
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