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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 %
SWM
1076
Sugarloaf Wealth Management
Georgia
$55.2K 541 – –
CCA
1077
Column Capital Advisors
Indiana
$54.5K 535 – –
PCTC
1078
Perkins Coie Trust Company
Washington
$53.9K 529 +400 +310%
Allspring Global Investments
1079
Allspring Global Investments
North Carolina
$51.5K 506 +58 +13%
SC
1080
Stephens Consulting
Michigan
$50.9K 500 – –
PWA
1081
Provenance Wealth Advisors
Florida
$50.9K 500 +500 New
MTIC
1082
Missouri Trust & Investment Company
Missouri
$49.3K 484 – –
BCA
1083
Bray Capital Advisors
Florida
$47.6K 467 – –
NRG
1084
Nemes Rush Group
Michigan
$47.5K 466 – –
FRA
1085
Front Row Advisors
California
$45.6K 448 +29 +7%
BWL
1086
Bogart Wealth LLC
Virginia
$44.9K 441 – –
VCM
1087
Versant Capital Management
Arizona
$44.8K 440 – –
OIA
1088
Optimum Investment Advisors
Illinois
$43.8K 430 -510 -54%
TSWM
1089
Tyler-Stone Wealth Management
Ohio
$43K 420 – –
FFA
1090
Fairfield Financial Advisors
Massachusetts
$41.4K 406 – –
RMC
1091
Resources Management Corp
Connecticut
$41K 400 – –
ATC
1092
Adirondack Trust Company
New York
$39.6K 389 +159 +69%
BAAM
1093
Baker Avenue Asset Management
California
$39.4K 387 -60 -13%
BCM
1094
Bourgeon Capital Management
Connecticut
$39.3K 386 +36 +10%
AGWCA
1095
Annis Gardner Whiting Capital Advisors
Florida
$39.1K 384 +384 New
CFD
1096
Creative Financial Designs
Indiana
$38.6K 379 – –
WB
1097
Webster Bank
Connecticut
$38.2K 375 -650 -63%
ME
1098
McIlrath & Eck
Washington
$38.2K 375 +100 +36%
RFA
1099
Register Financial Advisors
Georgia
$37.9K 372 – –
SC
1100
Solstein Capital
California
$37.9K 372 – –
42 43
44
45 46