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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 %
BSAM
526
Blue Square Asset Management
New York
$859K -$129K -1,262 -13%
CAM
527
Cypress Asset Management
Texas
$858K +$30K +295 +4%
CFSG
528
Community Financial Services Group
Vermont
$856K +$856K +8,403 New
MCM
529
Mill Capital Management
North Carolina
$854K -$17.8K -175 -2%
Luther King Capital Management (LKCM)
530
Luther King Capital Management (LKCM)
Texas
$850K -$79K -776 -9%
HH
531
Hilltop Holdings
Texas
$849K -$713 -7 -0.1%
FIM
532
Freedom Investment Management
Connecticut
$846K -$163K -1,597 -16%
VA
533
Valmark Advisers
Ohio
$840K +$85.8K +842 +11%
KFC
534
Klingenstein Fields & Co
New York
$840K – – –
CA
535
Continuum Advisory
Idaho
$838K -$23.5K -231 -3%
BSB
536
Bangor Savings Bank
Maine
$832K +$25.2K +247 +3%
BDS
537
Banco de Sabadell
Florida
$832K -$30.1K -296 -3%
LOIM
538
Liberty One Investment Management
Illinois
$828K -$18.5K -182 -2%
GIA
539
Gladstone Institutional Advisory
Florida
$825K -$6.62K -65 -0.8%
MA
540
Montag & Associates
Georgia
$823K -$19.5K -191 -2%
CTC
541
Central Trust Company
Missouri
$823K -$713 -7 -0.1%
EWM
542
Elmwood Wealth Management
California
$821K -$8.66K -85 -1%
SFA
543
Semmax Financial Advisors
North Carolina
$821K +$821K +8,729 New
AWE
544
Avidian Wealth Enterprises
Texas
$818K -$51.5K -506 -6%
FSA
545
Fort Sheridan Advisors
Illinois
$816K +$65.7K +645 +9%
MIC
546
Means Investment Company
Maine
$812K -$11.4K -112 -1%
CP
547
Covenant Partners
Tennessee
$809K -$3.67K -36 -0.5%
LDB
548
Lee, Danner & Bass
Tennessee
$798K -$15.3K -150 -2%
AIA
549
Armor Investment Advisors
North Carolina
$793K +$16.8K +165 +2%
MG
550
Mather Group
Illinois
$791K +$59.1K +580 +8%
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