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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.

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)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$186M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$209M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$143M
4
MF
4
Magnetar Financial
Illinois
$81.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$269M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$18.5M
2
Primecap Management
2
Primecap Management
California
$1.49B
3
Twin Tree Management
3
Twin Tree Management
Texas
$1.55M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$20.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$711M
Name Market Value Shares Shares
Change 		Shares
Change %
Marshall Wace
26
Marshall Wace
United Kingdom
$108M 1,057,042 +14,730 +1%
Sanders Capital
27
Sanders Capital
Florida
$104M 1,073,420 +710 +0.1%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$94.5M 927,857 -2,553 -0.3%
Capital Research Global Investors
29
Capital Research Global Investors
California
$92M 903,617 +374 +0%
Truist Financial
30
Truist Financial
North Carolina
$88M 863,859 +85,075 +11%
EARNEST Partners
31
EARNEST Partners
Georgia
$83.1M 815,838 -24,170 -3%
MF
32
Magnetar Financial
Illinois
$81.5M 799,698 +469,986 +143%
Chevy Chase Trust
33
Chevy Chase Trust
Maryland
$74.7M 732,895 +2,267 +0.3%
JWBC
34
John W. Bristol & Co
New York
$68.8M 675,409 -7,121 -1%
First Trust Advisors
35
First Trust Advisors
Illinois
$68.3M 670,804 -40,081 -6%
MIP
36
Mondrian Investment Partners
United Kingdom
$67.7M 664,627 – –
Macquarie Group
37
Macquarie Group
Australia
$66.1M 648,453 -11,828 -2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$63.3M 621,319 -3,836 -0.6%
SEI Investments
39
SEI Investments
Pennsylvania
$61.8M 606,317 -29,231 -5%
Aristotle Capital Management
40
Aristotle Capital Management
California
$60M 589,356 +2,594 +0.4%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$59.8M 586,727 -25,347 -4%
RJA
42
Raymond James & Associates
Florida
$52.8M 518,382 -24,235 -4%
HPG
43
Harvest Portfolios Group
Ontario, Canada
$52.7M 517,617 +28,079 +6%
DADC
44
D.A. Davidson & Co
Montana
$50.6M 497,177 +669 +0.1%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$49.4M 485,044 +2,739 +0.6%
Corient Private Wealth
46
Corient Private Wealth
Florida
$46.6M 457,985 +3,634 +0.8%
Creative Planning
47
Creative Planning
Kansas
$45.6M 447,582 +146,327 +49%
WFMPM
48
Woodley Farra Manion Portfolio Management
Indiana
$41.5M 406,966 -4,829 -1%
CCMG
49
Clark Capital Management Group
Pennsylvania
$41.4M 406,807 +13,141 +3%
TH
50
TCTC Holdings
Texas
$40.6M 398,826 -1,300 -0.3%
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