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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 %
HA
501
Hamel Associates
New Jersey
$982K – – –
SN
502
Sittner & Nelson
Oregon
$969K -$20.4K -200 -2%
MAM
503
Mystic Asset Management
Rhode Island
$966K – – –
NP
504
Nilsine Partners
Colorado
$965K +$4.38K +43 +0.5%
NWM
505
Northcape Wealth Management
New York
$953K -$50.5K -496 -5%
KIC
506
Kensington Investment Counsel
California
$952K -$97.5K -957 -9%
HIC
507
Holderness Investments Company
North Carolina
$945K -$2.55K -25 -0.3%
LFA
508
Legacy Financial Advisors
Kentucky
$937K +$139K +1,364 +17%
PA
509
Parallel Advisors
California
$928K +$30.4K +298 +3%
IEFM
510
IQ EQ Fund Management
Ireland
$926K -$547K -5,373 -37%
MWM
511
Mission Wealth Management
California
$923K +$105K +1,028 +13%
ABC
512
Associated Banc-Corp
Wisconsin
$921K -$24.4K -240 -3%
JFA
513
JNBA Financial Advisors
Minnesota
$921K -$29.3K -288 -3%
LNC
514
Lincoln National Corp
Pennsylvania
$915K +$20K +196 +2%
Simplex Trading
515
Simplex Trading
Illinois
$914K +$914K +8,975 New
KWM
516
Kingsview Wealth Management
Oregon
$912K +$80.2K +787 +10%
BMC
517
Beaton Management Company
Massachusetts
$904K – – –
FLPIM
518
F.L. Putnam Investment Management
Massachusetts
$900K +$52.3K +513 +6%
DCM
519
DGS Capital Management
New Jersey
$889K +$45.3K +445 +5%
QP
520
Quilter Plc
United Kingdom
$878K – – –
Two Sigma Advisers
521
Two Sigma Advisers
New York
$876K -$1.61M -15,800 -65%
JDR
522
Jay D. Rosenbaum
$871K +$30.6K +300 +4%
SWA
523
Stratos Wealth Advisors
Ohio
$862K +$36.7K +360 +4%
BFM
524
Boston Financial Management
Massachusetts
$862K +$34.8K +342 +4%
DWM
525
Dakota Wealth Management
Florida
$859K +$143K +1,404 +20%
19 20
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