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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 %
ISWM
576
Independent Solutions Wealth Management
New York
$720K +$379K +3,725 +111%
GL
577
Graypoint LLC
New York
$716K -$26K -255 -4%
GWA
578
GGM Wealth Advisors
Maryland
$716K – – –
HI
579
Harbour Investments
Wisconsin
$714K -$18.9K -186 -3%
ARG
580
Advisory Resource Group
Oklahoma
$708K +$21.6K +212 +3%
RWP
581
RWA Wealth Partners
Massachusetts
$708K – – –
DWA
582
Douglass Winthrop Advisors
New York
$707K – – –
BWP
583
BSW Wealth Partners
Colorado
$704K -$12.3K -121 -2%
SI
584
Stephens Inc
Arkansas
$704K -$40K -393 -5%
VFA
585
Valeo Financial Advisors
Indiana
$697K -$53.5K -525 -7%
JCM
586
Jacobi Capital Management
Pennsylvania
$695K – – –
OFG
587
OmniStar Financial Group
North Carolina
$681K -$12.3K -120 -2%
JWCA
588
J.W. Cole Advisors
Florida
$679K +$8.86K +87 +1%
BTWM
589
Baker Tilly Wealth Management
Wisconsin
$677K -$1.3M -12,732 -66%
SWS
590
SYSTM Wealth Solutions
Illinois
$676K -$332K -3,262 -33%
EFS
591
Essex Financial Services
Connecticut
$670K -$17.8K -175 -3%
IP
592
Ignite Planners
California
$666K +$666K +6,929 New
NAM
593
NTV Asset Management
West Virginia
$659K -$2.24K -22 -0.3%
SFO
594
Stokes Family Office
Louisiana
$657K +$149K +1,464 +29%
RFC
595
Regions Financial Corp
Alabama
$657K +$78.9K +775 +14%
BCP
596
Berkeley Capital Partners
Georgia
$656K -$26.4K -259 -4%
MAA
597
Mraz Amerine & Associates
California
$655K – – –
Lazard Asset Management
598
Lazard Asset Management
New York
$653K -$81.3K -800 -11%
EGA
599
E&G Advisors
Texas
$652K – – –
JWM
600
Jeppson Wealth Management
California
$650K -$10.2K -100 -2%
22 23
24
25 26