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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 %
PWA
1001
Physician Wealth Advisors
Utah
$208K 2,134 – –
AAS
1002
Annex Advisory Services
Wisconsin
$206K 2,024 -567 -22%
HGWM
1003
Horst & Graben Wealth Management
Oregon
$206K 2,018 +2,018 New
BTW
1004
Boston Trust Walden
Massachusetts
$205K 2,015 – –
PIA
1005
Perennial Investment Advisors
California
$205K 2,011 +15 +0.8%
IIC
1006
Ironwood Investment Counsel
Arizona
$204K 2,002 – –
Mitsubishi UFJ Asset Management
1007
Mitsubishi UFJ Asset Management
Japan
$203K 1,995 +105 +6%
USB
1008
Union Savings Bank
Connecticut
$203K 1,993 – –
SMH
1009
Sanders Morris Harris
Texas
$203K 2,000 +2,000 New
MMHP
1010
Murphy Middleton Hinkle & Parker
Georgia
$201K 1,975 +1,975 New
OIM
1011
Oder Investment Management
California
$201K 1,973 +1,973 New
VST
1012
Van Strum & Towne
California
$201K 1,972 +1,972 New
GB
1013
Goepper Burkhardt
South Carolina
$201K 1,970 +1,970 New
FWM
1014
Fairhaven Wealth Management
Illinois
$201K 1,969 +1,969 New
BAM
1015
Blueshift Asset Management
New Jersey
$200K 1,966 +1,966 New
EWA
1016
EverSource Wealth Advisors
Alabama
$190K 1,867 -497 -21%
HIA
1017
Harbor Investment Advisory
Maryland
$190K 1,865 +93 +5%
UCB
1018
United Community Bank
South Carolina
$177K 1,741 +1,246 +252%
FCA
1019
FinTrust Capital Advisors
South Carolina
$174K 1,704 +584 +52%
SAS
1020
Stelac Advisory Services
New York
$169K 1,660 +1,660 New
GWS
1021
Glassman Wealth Services
Virginia
$160K 1,573 +295 +23%
HWA
1022
Heritage Wealth Advisors
Virginia
$153K 1,505 -180 -11%
AT
1023
Avalon Trust
New Mexico
$153K 1,500 – –
DZ Bank
1024
DZ Bank
Germany
$152K 1,500 – –
AWM
1025
AllSquare Wealth Management
New York
$151K 1,479 – –
39 40
41
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