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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 %
SMA
976
Sage Mountain Advisors
Georgia
$224K – – –
GBWM
977
Granite Bay Wealth Management
New Hampshire
$224K +$224K +2,205 New
IAIM
978
International Assets Investment Management
Florida
$224K +$15.8K +158 +8%
GFG
979
Goldstone Financial Group
Illinois
$222K -$17.2K -169 -7%
DFG
980
Delta Financial Group
New Jersey
$221K +$14.7K +145 +7%
CBTWT
981
Community Bank & Trust (Waco, Texas)
Texas
$220K +$17.2K +227 +8%
MA
982
MONECO Advisors
Connecticut
$218K +$204 +2 +0.1%
PJSIMP
983
P.J. Schmidt Investment Management (PJS)
Wisconsin
$218K – – –
QIM
984
Quantitative Investment Management
Virginia
$216K +$216K +2,124 New
HFRG
985
Houlihan Financial Resource Group
Virginia
$214K -$7.42M -76,250 -97%
RMDI
986
R.M. Davis Inc
Maine
$214K +$214K +2,099 New
BIA
987
Barry Investment Advisors
Massachusetts
$214K +$204 +2 +0.1%
Koshinski Asset Management
988
Koshinski Asset Management
Illinois
$214K – – –
AA
989
Addison Advisors
Vermont
$212K +$24.7K +242 +13%
WPW
990
Waldron Private Wealth
Pennsylvania
$212K +$212K +2,078 New
SB
991
Strategic Blueprint
Georgia
$212K -$9.98K -98 -5%
DCBT
992
Dakota Community Bank & Trust
North Dakota
$211K -$2.45K -24 -1%
CIAS
993
CFS Investment Advisory Services
New Jersey
$210K +$210K +2,066 New
AF
994
Apexium Financial
Texas
$210K – – –
ERWM
995
Elk River Wealth Management
Colorado
$210K – – –
ST
996
Spinnaker Trust
Maine
$210K – – –
M
997
MOTCO
Texas
$210K +$143K +1,405 +215%
JWA
998
JFS Wealth Advisors
Pennsylvania
$209K +$81K +795 +63%
HBW
999
Hazlett, Burt & Watson
West Virginia
$209K +$1.93K +19 +0.9%
FMI
1000
F/M Investments
District of Columbia
$209K – – –
38 39
40
41 42