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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 %
SCM
876
Shelton Capital Management
Colorado
$285K – – –
RFO
877
RiverGlades Family Offices
Florida
$285K – – –
EWM
878
Empirical Wealth Management
Washington
$285K +$285K +2,799 New
SWM
879
SeaCrest Wealth Management
New York
$284K +$32K +314 +13%
FPAS
880
Focus Partners Advisor Solutions
Missouri
$283K +$36.8K +361 +15%
BFA
881
Buttonwood Financial Advisors
Maryland
$283K +$283K +2,775 New
BP
882
BBR Partners
New York
$282K – – –
BA
883
Bristlecone Advisors
Washington
$281K – – –
GA
884
GFS Advisors
Texas
$280K – – –
MGWM
885
Marks Group Wealth Management
Minnesota
$278K +$60.4K +593 +28%
NG
886
Northstar Group
New York
$278K -$10.2K -100 -4%
PFSC
887
Peoples Financial Services Corp
Pennsylvania
$278K -$204 -2 -0.1%
KA
888
Klingman & Associates
New York
$277K +$277K +2,715 New
PTC
889
Philadelphia Trust Company
Pennsylvania
$276K – – –
P
890
Palladiem
Pennsylvania
$276K +$18.8K +185 +7%
NERM
891
New England Research & Management
Illinois
$275K +$275K +2,695 New
SW
892
StrongBox Wealth
Missouri
$275K -$25K -245 -8%
KFA
893
Kapstone Financial Advisors
Ohio
$275K – – –
PIMG
894
Patriot Investment Management Group
Tennessee
$274K -$3.06K -30 -1%
SAA
895
Southeast Asset Advisors
Georgia
$273K +$273K +2,684 New
HCP
896
Hexagon Capital Partners
Arkansas
$273K +$15.7K +154 +6%
OWA
897
Opal Wealth Advisors
New York
$271K -$13.1K -129 -5%
WP
898
WealthSpring Partners
California
$271K – – –
CW
899
Connectus Wealth
Ohio
$270K +$270K +2,646 New
CC
900
Chicago Capital
Illinois
$269K – – –
34 35
36
37 38