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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 %
CIA
1101
Cape Investment Advisory
Georgia
$36.5K 358 +44 +14%
NIC
1102
Northwest Investment Counselors
Oregon
$36.1K 354 +50 +16%
EWP
1103
Elevation Wealth Partners
California
$35.7K 350 – –
WTA
1104
Washington Trust Advisors
Massachusetts
$35.6K 349 – –
MCM
1105
Manchester Capital Management
Vermont
$34.7K 341 +33 +11%
Barclays
1106
Barclays
United Kingdom
$33K 328 -10,650 -97%
RBC
1107
Roble Belko & Company
Pennsylvania
$33K 320 – –
FMP
1108
Financial Management Professionals
Texas
$33K 322 +33 +11%
POIA
1109
Pin Oak Investment Advisors
Texas
$32K 310 +310 New
BWM
1110
Baystate Wealth Management
Massachusetts
$31.6K 310 +50 +19%
ADL
1111
Asset Dedication LLC
California
$31K 303 – –
MAWCM
1112
Mine & Arao Wealth Creation & Management
California
$30.5K 299 – –
LB
1113
Legacy Bridge
Iowa
$29.7K 292 – –
OA
1114
Operose Advisors
Wisconsin
$28.4K 279 +279 New
GEA
1115
Glen Eagle Advisors
New Jersey
$28.4K 278 -1 -0.4%
OLVIG
1116
Oliver Lagore Vanvalin Investment Group
Michigan
$28.3K 278 +98 +54%
BHWM
1117
Beaird Harris Wealth Management
Texas
$28.2K 277 -30 -10%
GA
1118
GoalVest Advisory
New York
$27.7K 272 +86 +46%
NMG
1119
New Millennium Group
Utah
$27.2K 267 -186 -41%
GFPC
1120
Global Financial Private Client
Florida
$26.2K 258 – –
PO
1121
Private Ocean
California
$26K 255 – –
BONH
1122
Bank of New Hampshire
New Hampshire
$26K 255 – –
PAG
1123
Paladin Advisory Group
Iowa
$25.7K 252 – –
ACM
1124
Antonetti Capital Management
Florida
$25.5K 250 – –
NSG
1125
Nalls Sherbakoff Group
Tennessee
$25.5K 250 – –
43 44
45
46 47