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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 %
SAG
1051
Spotlight Asset Group
Illinois
$102K 1,001 – –
FWM
1052
Focused Wealth Management
New York
$94.9K 931 -18 -2%
CNBTD
1053
Citizens National Bank Trust Department
Mississippi
$94.2K 925 – –
SS
1054
Sunbelt Securities
Texas
$91.7K 900 +22 +3%
GBT
1055
Grove Bank & Trust
Florida
$91.6K 899 -45 -5%
BLC
1056
Brown, Lisle/Cummings
Rhode Island
$90.5K 888 – –
CSWM
1057
Cassady Schiller Wealth Management
Ohio
$89.2K 876 – –
CFS
1058
CGC Financial Services
Oregon
$88.8K 872 – –
CSB
1059
City State Bank
Iowa
$87K 855 – –
HC
1060
Hoese & Co
Minnesota
$84K 825 – –
EDRH
1061
Edmond de Rothschild Holding
Switzerland
$81.5K 800 – –
CTA
1062
Colonial Trust Advisors
South Carolina
$81.5K 800 – –
HDIM
1063
Hanson & Doremus Investment Management
Vermont
$75K 740 – –
OCM
1064
Orion Capital Management
California
$74.7K 733 +733 New
DAC
1065
Dividend Assets Capital
South Carolina
$72K 707 – –
AA
1066
AlphaMark Advisors
Kentucky
$71K 700 – –
PFA
1067
Pathway Financial Advisers
Indiana
$66K 648 +648 New
HCM
1068
Highlander Capital Management
New Jersey
$66K 650 +500 +333%
MIA
1069
Milestone Investment Advisors
Wisconsin
$65.4K 642 +642 New
PWMG
1070
Prestige Wealth Management Group
New Jersey
$62.6K 615 – –
FFC
1071
First Financial Corp
Indiana
$62.5K 614 – –
CB
1072
Centennial Bank
Arkansas
$59.7K 586 +561 +2,244%
CHC
1073
City Holding Co
West Virginia
$57.3K 563 -24 -4%
BNP Paribas Financial Markets
1074
BNP Paribas Financial Markets
France
$56.6K 556 -868 -61%
PK
1075
Pflug Koory
Nebraska
$56K 550 – –
41 42
43
44 45