NVS icon

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)
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 Holding Trade Value Shares
Change 		Shares
Change %
AFCM
801
Applied Finance Capital Management
Puerto Rico
$342K +$23.4K +230 +7%
PSFG
802
Prairie Sky Financial Group
Illinois
$341K – – –
BIA
803
Benchmark Investment Advisors
Illinois
$341K -$3.06K -30 -0.9%
KCM
804
Kanawha Capital Management
Virginia
$340K – – –
FNB
805
Farmers National Bank
Kentucky
$340K -$79.6K -781 -19%
WCF
806
West Coast Financial
California
$339K – – –
ICG
807
InterOcean Capital Group
Tennessee
$338K +$407 +4 +0.1%
AA
808
Argent Advisors
Louisiana
$336K – – –
GT
809
Glenview Trust
Kentucky
$334K -$12.2K -120 -4%
MAM
810
Mastrapasqua Asset Management
Tennessee
$334K +$10.2K +100 +3%
CCM
811
Crew Capital Management
Ohio
$333K +$102 +1 +0%
IPW
812
Inlet Private Wealth
Florida
$332K -$5.09K -50 -2%
AWM
813
Angeles Wealth Management
California
$331K +$37.2K +365 +13%
FLI
814
Family Legacy Inc
South Carolina
$331K – – –
RCM
815
RNC Capital Management
California
$331K -$28.4K -279 -8%
SSWM
816
Smith Salley Wealth Management
North Carolina
$330K -$306 -3 -0.1%
BHWM
817
Bar Harbor Wealth Management
New Hampshire
$327K – – –
HI
818
Hendershot Investments
Virginia
$327K – – –
WA1
819
Wimmer Associates 1
California
$326K +$4.07K +40 +1%
CWP
820
Concord Wealth Partners
Virginia
$326K -$1.32K -13 -0.4%
WANY
821
Wealthspire Advisors (New York)
New York
$326K +$78K +766 +31%
WHC
822
Wulff, Hansen & Co
California
$325K +$25.5K +250 +8%
RWA
823
Ropes Wealth Advisors
Massachusetts
$325K -$18.2K -179 -5%
DOA
824
D'Orazio & Associates
Virginia
$324K -$24.9K -244 -7%
RFG
825
RFP Financial Group
Georgia
$324K – – –
31 32
33
34 35