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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 %
HBT
1026
Hills Bank & Trust
Iowa
$149K +$3.36K +33 +2%
GIA
1027
GHP Investment Advisors
Colorado
$146K – – –
PSB
1028
Piscataqua Savings Bank
New Hampshire
$146K – – –
KFS
1029
Kelly Financial Services
Massachusetts
$143K – – –
NSIM
1030
North Star Investment Management
Illinois
$141K – – –
BCM
1031
Blume Capital Management
California
$138K +$35.7K +350 +35%
MHR
1032
Matthew Hamilton Rosenberg
$135K +$6.11K +60 +5%
JWM
1033
Janiczek Wealth Management
Colorado
$135K +$11.7K +115 +10%
HWA
1034
HHM Wealth Advisors
Tennessee
$132K -$1.22K -12 -0.9%
GWSG
1035
GPS Wealth Strategies Group
Colorado
$131K – – –
ANBT
1036
American National Bank & Trust
Texas
$128K – – –
MMG
1037
Monetary Management Group
Missouri
$128K – – –
LWANC
1038
Laurel Wealth Advisors (North Carolina)
North Carolina
$127K – – –
AAP
1039
Arax Advisory Partners
Colorado
$127K +$1.73K +17 +1%
FP
1040
Financial Perspectives
Minnesota
$126K – – –
TRCT
1041
Tower Research Capital (TRC)
New York
$125K +$118K +1,154 +1,499%
TC
1042
Tacita Capital
Ontario, Canada
$122K – – –
FFA
1043
Farther Finance Advisors
California
$122K +$67.4K +662 +124%
CFG
1044
CKW Financial Group
Hawaii
$122K – – –
TJHA
1045
Thomas J. Herzfeld Advisors
Florida
$116K – – –
FPB
1046
First PREMIER Bank
South Dakota
$111K -$10.2K -100 -8%
EWM
1047
Evermay Wealth Management
Virginia
$110K – – –
CA
1048
Crewe Advisors
Utah
$110K – – –
DSC
1049
Duncker Streett & Co
Missouri
$108K – – –
ZB
1050
Zions Bancorporation
Utah
$107K -$8.96K -88 -8%
40 41
42
43 44