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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 %
VWM
626
Venturi Wealth Management
Texas
$573K +$350K +3,439 +158%
CAL
627
Capital Analysts LLC
Pennsylvania
$570K +$916 +9 +0.2%
CSPAM
628
Cary Street Partners Asset Management
Virginia
$570K -$14K -137 -2%
OBGC
629
O'Brien Greene & Co
Pennsylvania
$568K – – –
SMG
630
Smart Money Group
Texas
$567K +$64.2K +630 +13%
WP
631
WealthSource Partners
California
$566K -$6.21K -61 -1%
FCCM
632
First City Capital Management
Georgia
$566K – – –
FOA
633
Five Oceans Advisors
California
$565K – – –
DJSG
634
D.J. St. Germain
Massachusetts
$563K – – –
CCM
635
Coldstream Capital Management
Washington
$561K -$52.7K -517 -9%
MIA
636
MMBG Investment Advisors
Florida
$559K – – –
IC
637
IEQ Capital
California
$556K +$88K +864 +19%
PM
638
Penbrook Management
New York
$556K – – –
SIC
639
Salem Investment Counselors
North Carolina
$555K +$2.85K +28 +0.5%
MLA
640
MB, Levis & Associates
Pennsylvania
$551K – – –
TNA
641
True North Advisors
Texas
$547K -$553K -5,431 -50%
FWM
642
Forza Wealth Management
Florida
$542K +$20.4K +200 +4%
CNBT
643
Canandaigua National Bank & Trust
New York
$536K -$25.7K -252 -5%
PFGIA
644
Patriot Financial Group Insurance Agency
Massachusetts
$532K +$132K +1,291 +33%
CHAM
645
Clear Harbor Asset Management
Connecticut
$532K -$29.4K -289 -5%
GG
646
Greenwood Gearhart
Arkansas
$529K -$31.6K -310 -6%
NCM
647
Northwest Capital Management
Oregon
$525K – – –
CWM
648
Cordatus Wealth Management
Pennsylvania
$523K -$48.2K -473 -8%
ATIA
649
American Trust Investment Advisors
New Hampshire
$522K -$4.58K -45 -0.9%
DT
650
Diversified Trust
Tennessee
$522K +$52.7K +517 +11%
24 25
26
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