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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.

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)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$186M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$209M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$143M
4
MF
4
Magnetar Financial
Illinois
$81.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$269M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$18.5M
2
Primecap Management
2
Primecap Management
California
$1.49B
3
Twin Tree Management
3
Twin Tree Management
Texas
$1.55M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$20.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$711M
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
51
American Century Companies
Missouri
$39.1M 383,904 +29,631 +8%
Ameriprise
52
Ameriprise
Minnesota
$38.4M 377,049 -46,338 -11%
MIS
53
Morningstar Investment Services
Illinois
$38.4M 375,246 -6,209 -2%
NA
54
NewEdge Advisors
Louisiana
$37.9M 372,429 +8,708 +2%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$36.7M 359,899 -27,138 -7%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$35.4M 347,427 +6,500 +2%
LPL Financial
57
LPL Financial
California
$33.6M 330,042 +4,510 +1%
SC
58
Saturna Capital
Washington
$33.6M 329,461 +17,795 +6%
Adage Capital Partners
59
Adage Capital Partners
Massachusetts
$31.8M 311,972 +73,564 +31%
Connor, Clark & Lunn Investment Management (CC&L)
60
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$31.1M 305,150 -167,264 -35%
CT
61
Cambridge Trust
Massachusetts
$30.9M 303,171 -4,750 -2%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$30.1M 295,439 -11,720 -4%
Invesco
63
Invesco
Georgia
$30M 294,943 -30,798 -9%
Brown Advisory
64
Brown Advisory
Maryland
$29.3M 287,291 -31,440 -10%
HighTower Advisors
65
HighTower Advisors
Illinois
$28.8M 282,600 +19,435 +7%
NW
66
NewEdge Wealth
Pennsylvania
$28.7M 281,795 +43,547 +18%
MAP
67
Managed Asset Portfolios
Michigan
$27.9M 274,204 -53,162 -16%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$27.2M 266,901 -10,995 -4%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$26.8M 262,613 -15,591 -6%
FCI
70
Financial Counselors Inc
Kansas
$26.7M 262,125 +483 +0.2%
Stifel Financial
71
Stifel Financial
Missouri
$25.6M 251,681 +5,468 +2%
Osaic Holdings
72
Osaic Holdings
Arizona
$25.2M 247,469 +91,036 +58%
OAM
73
Oppenheimer Asset Management
New York
$24.9M 244,215 -14,591 -6%
Holocene Advisors
74
Holocene Advisors
New York
$24.8M 243,609 +243,609 New
CI
75
Cambiar Investors
Colorado
$24.3M 238,661 -17,292 -7%
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