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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)
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 %
VAM
826
Verity Asset Management
North Carolina
$324K +$105K +1,030 +48%
EH
827
Equitable Holdings
New York
$323K +$17.5K +172 +6%
QT
828
Quantbot Technologies
New York
$321K +$70.6K +693 +28%
QCIG
829
Quad-Cities Investment Group
Iowa
$320K – – –
KMWM
830
Keudell/Morrison Wealth Management
Oregon
$320K -$3.97K -39 -1%
EFSCE
831
Enterprise Financial Services Corp (EFSC)
Missouri
$319K +$3.57K +35 +1%
PMA
832
Prudent Man Advisors
Illinois
$319K -$11.3K -111 -3%
CT
833
Colonial Trust
South Carolina
$319K -$6.11K -60 -2%
PCA
834
Peddock Capital Advisors
Massachusetts
$318K – – –
LCM
835
LCM Capital Management
Illinois
$314K +$13K +128 +4%
SEIA
836
Signature Estate & Investment Advisors
California
$313K +$6.72K +66 +2%
PFBT
837
Parkside Financial Bank & Trust
Missouri
$312K – – –
BC
838
Belmont Capital
California
$311K +$284K +2,785 +1,020%
PWP
839
Pursue Wealth Partners
California
$311K – – –
AF
840
Allworth Financial
California
$310K -$18.1K -178 -6%
SL
841
Sentry LLC
Tennessee
$310K – – –
CPRC
842
Consolidated Portfolio Review Corp
New York
$310K +$310K +3,042 New
PP
843
Pacifica Partners
Canada
$309K – – –
CHA
844
Carmichael Hill & Associates
Maryland
$308K – – –
V
845
ViaWealth
Kansas
$307K – – –
SFS
846
Stiles Financial Services
Minnesota
$306K – – –
WAM
847
Weatherly Asset Management
California
$306K – – –
HWMG
848
Hurlow Wealth Management Group
Indiana
$302K – – –
ATPW
849
Ashton Thomas Private Wealth
Arizona
$302K +$39.3K +386 +15%
RC
850
Roundview Capital
New Jersey
$301K – – –
32 33
34
35 36