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 %
CB
901
Community Bank
New York
$268K – – –
MFG
902
Magnus Financial Group
New York
$267K – – –
Empower Advisory Group
903
Empower Advisory Group
Colorado
$266K +$62.3K +612 +31%
MWA
904
Meridian Wealth Advisors
Texas
$265K -$1.53K -15 -0.6%
WAAG
905
Wealth Alliance Advisory Group
Kansas
$265K – – –
KP
906
Keel Point
Alabama
$262K -$11.2K -110 -4%
WA
907
Waverly Advisors
Alabama
$261K +$261K +2,566 New
GWM
908
GSB Wealth Management
Connecticut
$261K -$184K -1,810 -41%
IWM
909
IHT Wealth Management
Illinois
$260K -$26.5K -260 -9%
Russell Investments Group
910
Russell Investments Group
United Kingdom
$260K -$2.94M -28,818 -92%
MSAM
911
Moloney Securities Asset Management
Missouri
$260K -$53.8K -528 -17%
ESB
912
Essex Savings Bank
Connecticut
$260K – – –
NCM
913
Northside Capital Management
Oregon
$259K – – –
MIM
914
Merrion Investment Management
New Jersey
$258K -$88.1K -865 -25%
ES
915
Eagle Strategies
New York
$258K – – –
PWP
916
Private Wealth Partners
California
$258K – – –
AP
917
Appleton Partners
Massachusetts
$258K -$51.6K -506 -17%
FFS
918
Founders Financial Securities
Maryland
$258K – – –
MSFS
919
Main Street Financial Solutions
Pennsylvania
$256K +$22.4K +220 +10%
IF
920
Intrua Financial
Texas
$256K – – –
AIIMS
921
Analyst IMS Investment Management Services
Israel
$256K – – –
SPWM
922
Straight Path Wealth Management
Michigan
$255K – – –
BTI
923
Blue Trust Inc
Georgia
$255K +$78K +773 +44%
AWA
924
Arkadios Wealth Advisors
Georgia
$254K +$44.8K +440 +21%
JF
925
Jump Financial
Illinois
$254K -$122K -1,193 -32%
35 36
37
38 39