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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 %
CA
476
Cambridge Advisors
Nebraska
$1.1M – – –
PF
477
Phoenix Financial
Israel
$1.1M +$516K +5,019 +89%
AAM
478
AR Asset Management
California
$1.1M – – –
CCM
479
Chilton Capital Management
Texas
$1.09M -$5.4K -53 -0.5%
KIA
480
KCM Investment Advisors
California
$1.08M -$19.5K -191 -2%
SSI
481
Scott & Selber Inc
Texas
$1.08M -$917 -9 -0.1%
MFA
482
Mayflower Financial Advisors
Massachusetts
$1.07M +$14.5K +142 +1%
SAM
483
Silvercrest Asset Management
New York
$1.07M – – –
CSPIA
484
Cary Street Partners Investment Advisory
Virginia
$1.06M +$510K +5,010 +92%
ST
485
SAL Trading
Pennsylvania
$1.06M +$1.06M +10,400 New
FGP
486
Foyston, Gordon, & Payne
Ontario, Canada
$1.05M -$10.5M -102,752 -91%
FFWA
487
FRG Family Wealth Advisors
Washington
$1.05M – – –
CI
488
CX Institutional
Indiana
$1.04M – – –
BIAS
489
Beacon Investment Advisory Services
New Jersey
$1.04M -$6.11K -60 -0.6%
FAIM
490
Financial Advocates Investment Management
Washington
$1.03M -$27.8K -273 -3%
CHP
491
Cable Hill Partners
Oregon
$1.03M +$198K +1,947 +24%
NS
492
NBC Securities
Alabama
$1.03M +$1.03M +10,076 New
CGL
493
Clarius Group LLC
Washington
$1.02M -$18.8K -185 -2%
EFMC
494
Empire Financial Management Company
New York
$1.02M -$12.9K -127 -1%
NRS
495
Neville Rodie & Shaw
New York
$1.01M -$2.04K -20 -0.2%
NHC
496
Nicholas Hoffman & Company
Georgia
$1M -$7.13K -70 -0.7%
TC
497
Telemus Capital
Michigan
$999K -$451K -4,432 -31%
BCM
498
Becker Capital Management
Oregon
$994K – – –
DMC
499
Drexel Morgan & Co
Pennsylvania
$990K – – –
SB
500
Simmons Bank
Arkansas
$989K -$11.8K -116 -1%
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