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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 %
SVCP
1126
Silicon Valley Capital Partners
California
$25.5K 250 – –
MG
1127
MilWealth Group
Wisconsin
$25.5K 250 +250 New
BWAM
1128
Boyd Watterson Asset Management
Ohio
$24.7K 242 – –
LFASL
1129
Lugano Financial Advisors SA (LFA)
Switzerland
$24.1K 250 – –
WAM
1130
WFA Asset Management
Wisconsin
$23.7K 233 – –
RG
1131
Retirement Group
California
$23.6K 232 – –
HCM
1132
Hollencrest Capital Management
California
$23.6K 232 – –
Credit Agricole
1133
Credit Agricole
France
$23.4K 243 – –
MFA
1134
McClarren Financial Advisors
Pennsylvania
$23K 234 – –
TSW
1135
Thompson Siegel & Walmsley
Virginia
$23K 229 – –
CWM
1136
Cedar Wealth Management
California
$22.1K 217 -400 -65%
CFFP
1137
Center for Financial Planning
Michigan
$21.4K 210 +110 +110%
FSWA
1138
Financial Synergies Wealth Advisors
Texas
$21.2K 208 – –
RTL
1139
Red Tortoise LLC
Georgia
$21.1K 207 – –
GKIM
1140
GW&K Investment Management
Massachusetts
$21K 207 – –
IBOK
1141
Independence Bank of Kentucky
Kentucky
$20.4K 200 – –
WBC
1142
West Branch Capital
Massachusetts
$20.4K 200 – –
TC
1143
Trust Company
Kansas
$20.4K 200 – –
CAM
1144
Close Asset Management
United Kingdom
$20K 200 – –
CTB
1145
Country Trust Bank
Illinois
$19.8K 194 – –
EBA
1146
Eagle Bay Advisors
New York
$18.7K 184 – –
PA
1147
PSI Advisors
Florida
$16.6K 163 +42 +35%
CWC
1148
Carolinas Wealth Consulting
North Carolina
$16.5K 176 -235 -57%
AFS
1149
Annapolis Financial Services
Maryland
$16.4K 161 – –
Legacy Financial Group (Iowa)
1150
Legacy Financial Group (Iowa)
Iowa
$16.4K 161 +161 New
44 45
46
47 48