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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.

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 Market Value Shares Shares
Change 		Shares
Change %
GHA
76
GW Henssler & Associates
Georgia
$24.1M 236,835 -343 -0.1%
US Bancorp
77
US Bancorp
Minnesota
$23.9M 235,091 +26,946 +13%
MIM
78
Martin Investment Management
Florida
$23.3M 229,184 -9,325 -4%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$23.3M 229,134 -16,423 -7%
VanEck Associates
80
VanEck Associates
New York
$22.4M 220,109 +29,252 +15%
Voloridge Investment Management
81
Voloridge Investment Management
Florida
$20.8M 204,305 -307,219 -60%
AssetMark Inc
82
AssetMark Inc
California
$20.7M 203,293 +4,524 +2%
IHAM
83
Integral Health Asset Management
New York
$20.4M 200,000 +97,000 +94%
GGI
84
Godsey & Gibb Inc
Virginia
$19.8M 194,083 -3,071 -2%
HTHT
85
Hemenway Trust Hemenway Trust
New Hampshire
$19.6M 192,012 +205 +0.1%
Mariner
86
Mariner
Kansas
$19.3M 189,747 +3,694 +2%
Cerity Partners
87
Cerity Partners
New York
$19.3M 189,406 -38,567 -17%
BCAM
88
Boston Common Asset Management
Massachusetts
$19.1M 187,472 -5,696 -3%
M&T Bank
89
M&T Bank
New York
$19.1M 187,275 -13,224 -7%
CCM
90
Causeway Capital Management
California
$19M 187,019 -38,529 -17%
Citigroup
91
Citigroup
New York
$18.8M 184,701 +725 +0.4%
JGUA
92
John G. Ullman & Associates
New York
$18.6M 182,690 -2,245 -1%
DLA
93
Douglas Lane & Associates
New York
$18.5M 181,328 -13,609 -7%
Point72 Asset Management
94
Point72 Asset Management
Connecticut
$18.5M 181,247 -725,039 -80%
Optiver Holding
95
Optiver Holding
Netherlands
$18.3M 179,787 +179,787 New
Jane Street
96
Jane Street
New York
$18M 176,780 +57,567 +48%
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$16.5M 161,871 +16,882 +12%
GD
98
Grandfield & Dodd
New York
$15.8M 155,026 +1,269 +0.8%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$15.7M 152,318 +378 +0.2%
BCWM
100
Bartlett & Co Wealth Management
Ohio
$15.6M 153,046 -2,722 -2%
2 3
4
5 6