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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 %
KFI
851
Key Financial Inc
Pennsylvania
$301K – – –
HPC
852
HM Payson & Co
Maine
$301K +$53.5K +525 +22%
LA
853
Latitude Advisors
Florida
$301K – – –
DWM
854
Dorchester Wealth Management
Quebec, Canada
$300K – – –
SEP
855
Southland Equity Partners
Missouri
$300K +$9.98K +98 +3%
PTP
856
Platform Technology Partners
New York
$300K – – –
FPWM
857
FSB Premier Wealth Management
Iowa
$300K +$41.8K +410 +16%
CWP
858
Curated Wealth Partners
California
$300K -$125K -1,227 -29%
CIA
859
Compass Ion Advisors
Pennsylvania
$299K +$299K +2,937 New
AIP
860
Almanack Investment Partners
Pennsylvania
$295K – – –
OL
861
Optas LLC
Texas
$295K +$24.1K +237 +9%
ECG
862
Edge Capital Group
Georgia
$293K -$18.3K -180 -6%
AGC
863
Aspen Grove Capital
Colorado
$293K +$20.7K +203 +8%
HNWAG
864
High Net Worth Advisory Group
Florida
$292K – – –
ACM
865
Allred Capital Management
Texas
$292K – – –
GTAM
866
Global Trust Asset Management
Florida
$292K -$4.79K -47 -2%
ST
867
Smithfield Trust
Pennsylvania
$292K -$46.3K -454 -14%
GLA
868
Great Lakes Advisors
Illinois
$291K +$21.8K +214 +8%
LWM
869
Liberty Wealth Management
California
$290K +$4.29K +42 +2%
GWANC
870
Guardian Wealth Advisors (North Carolina)
North Carolina
$289K +$51.1K +502 +21%
FTA
871
Financial & Tax Architects
Missouri
$289K -$8.35K -82 -3%
AIA
872
Angeles Investment Advisors
California
$288K -$69.9K -686 -20%
BGC
873
Beutel, Goodman & Co
Ontario, Canada
$288K +$22.9K +225 +9%
JC
874
Jacobs & Co
California
$287K – – –
LRIA
875
Leonard Rickey Investment Advisors
Washington
$286K +$33.8K +332 +13%
33 34
35
36 37