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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 %
VCWA
951
Vanguard Capital Wealth Advisors
Colorado
$240K – – –
EL
952
Essex LLC
Illinois
$239K – – –
IIM
953
InTrack Investment Management
Vermont
$239K +$239K +2,350 New
SAG
954
SageView Advisory Group
California
$239K +$1.12K +11 +0.5%
CIC
955
Crawford Investment Counsel
Georgia
$239K – – –
KCFA
956
Key Client Fiduciary Advisors
New Jersey
$237K – – –
CBT
957
CoreFirst Bank & Trust
Kansas
$237K -$713 -7 -0.3%
BFC
958
Blue Fin Capital
Rhode Island
$236K -$4.38K -43 -2%
9WM
959
9258 Wealth Management
Ohio
$236K – – –
TF
960
Tompkins Financial
New York
$235K – – –
WDG
961
Wealth Dimensions Group
Ohio
$235K +$4.58K +45 +2%
CAI
962
Capital Advisors Inc
Oklahoma
$234K +$234K +2,301 New
BAM
963
Belpointe Asset Management
Nevada
$234K +$23.6K +232 +11%
GWM
964
Gitterman Wealth Management
New Jersey
$233K +$17.1K +168 +8%
MW
965
Marcum Wealth
Ohio
$233K -$3.06K -30 -1%
SG
966
StoneX Group
New York
$233K -$35.5K -349 -13%
NSB
967
Norway Savings Bank
Maine
$233K -$17.8K -175 -7%
AWM
968
Axxcess Wealth Management
California
$232K +$28.5K +280 +14%
FSA
969
Financial Security Advisor
Virginia
$230K +$230K +2,259 New
MCM
970
Mattern Capital Management
Colorado
$229K -$3.67K -36 -2%
NRC
971
New Republic Capital
North Carolina
$229K +$3.26K +32 +1%
ACP
972
Aveo Capital Partners
Colorado
$228K -$12.7K -125 -5%
HBCM
973
Heron Bay Capital Management
Michigan
$227K +$21.9K +215 +11%
HCM
974
Hutner Capital Management
Vermont
$226K -$6.11K -60 -3%
HWM
975
Horizon Wealth Management
Illinois
$226K – – –
37 38
39
40 41