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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 %
MLL
926
Moody Lynn & Lieberson
Massachusetts
$254K – – –
DDPIC
927
Deroy & Devereaux Private Investment Counsel
Michigan
$252K -$20.4K -200 -7%
KCM
928
Kendall Capital Management
Maryland
$252K – – –
LFA
929
Laraway Financial Advisors
Minnesota
$251K – – –
OWM
930
OneAscent Wealth Management
Alabama
$250K +$250K +2,456 New
SSWM
931
Sheets Smith Wealth Management
North Carolina
$250K – – –
Toronto Dominion Bank
932
Toronto Dominion Bank
Ontario, Canada
$248K – – –
GFWA
933
Grey Fox Wealth Advisors
Delaware
$248K – – –
PAM
934
Paradigm Asset Management
New York
$247K -$40.7K -400 -14%
CWM
935
Cornerstone Wealth Management
Missouri
$247K +$2.65K +26 +1%
HSA
936
HBK Sorce Advisory
Pennsylvania
$246K +$2.45K +24 +1%
CAM
937
Cozad Asset Management
Illinois
$246K -$34.1K -335 -12%
HH
938
HWG Holdings
Texas
$246K +$13K +128 +6%
PCP
939
Proficio Capital Partners
Massachusetts
$246K – – –
CAM
940
Claret Asset Management
Quebec, Canada
$246K – – –
SIC
941
Shoker Investment Counsel
Ohio
$245K – – –
LKIM
942
Lawson Kroeker Investment Management
Nebraska
$244K – – –
PAM
943
Peak Asset Management
Colorado
$244K – – –
PWG
944
Portside Wealth Group
Utah
$244K +$244K +2,405 New
PWLP
945
Prio Wealth Limited Partnership
Massachusetts
$244K +$32.8K +322 +16%
WPP
946
Whalerock Point Partners
Rhode Island
$243K – – –
GLA
947
Good Life Advisors
Pennsylvania
$242K +$2.65K +26 +1%
CWM
948
Connecticut Wealth Management
Connecticut
$242K +$242K +2,371 New
RWMG
949
Redwood Wealth Management Group
New Jersey
$241K -$33.6K -330 -12%
CIC
950
Chilton Investment Company
Connecticut
$240K – – –
36 37
38
39 40