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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 %
RCM
601
Radnor Capital Management
Pennsylvania
$649K -$30.5K -300 -4%
KIA
602
KLR Investment Advisors
Rhode Island
$645K -$341K -3,707 -35%
OC
603
Oarsman Capital
Wisconsin
$633K -$6.62K -65 -1%
1832 Asset Management
604
1832 Asset Management
Ontario, Canada
$629K -$13.9K -144 -2%
CCFCSB
605
Cape Cod Five Cents Savings Bank
Massachusetts
$628K +$304K +2,984 +94%
QPBE
606
Quintet Private Bank (Europe)
Luxembourg
$625K -$11K -108 -2%
TNB
607
Thomasville National Bank
Georgia
$622K +$6.72K +66 +1%
CB
608
Cadence Bank
Mississippi
$622K -$9.88K -97 -2%
KFSC
609
Keystone Financial Services (Colorado)
Colorado
$620K +$2.95K +29 +0.5%
SC
610
Schulhoff & Co
Ohio
$616K – – –
BFEC
611
Benjamin F. Edwards & Company
Missouri
$614K -$10.8K -106 -2%
WS
612
Wedbush Securities
California
$612K -$96.3K -946 -14%
CK
613
Cohen Klingenstein
New York
$611K – – –
JWS
614
Juncture Wealth Strategies
Arizona
$611K -$10.2K -100 -2%
AG
615
Ascent Group
Virginia
$611K -$54.3K -582 -8%
CWP
616
Cyndeo Wealth Partners
Florida
$609K -$6.11K -60 -1%
MMPW
617
Mitchell McLeod Pugh & Williams
Alabama
$606K +$30.6K +300 +5%
BMSSC
618
B. Metzler seel. Sohn & Co
Germany
$604K – – –
DA
619
Dillon & Associates
Michigan
$604K -$50.9K -499 -8%
MGIA
620
Moneta Group Investment Advisors
Missouri
$601K +$568K +5,887 +1,731%
CFO
621
CVA Family Office
Colorado
$600K – – –
RCAG
622
Rehmann Capital Advisory Group
Michigan
$600K +$288K +2,828 +92%
PAMG
623
Patton Albertson Miller Group
Tennessee
$597K -$5.09K -50 -0.8%
GI
624
Gradient Investments
Minnesota
$584K -$33.1K -325 -5%
HIMCH
625
Hartford Investment Management Co (HIMCO)
Connecticut
$579K – – –
23 24
25
26 27