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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 %
NC
1151
NewSquare Capital
Pennsylvania
$15.7K 154 +138 +863%
HGERS
1152
Householder Group Estate & Retirement Specialist
Arizona
$15.6K 153 +153 New
MCA
1153
Maryland Capital Advisors
Maryland
$15.3K 150 – –
CMP
1154
Coston McIsaac & Partners
Maine
$15K 150 – –
BCMLT
1155
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.3K 142 – –
PGAM
1156
Princeton Global Asset Management
New Jersey
$14.1K 138 – –
TFGT
1157
TS Financial Group (TSFG)
Illinois
$14K 136 – –
FDCC
1158
Foster Dykema Cabot & Co
Massachusetts
$14K 133 +133 New
BIA
1159
Bell Investment Advisors
California
$13.7K 134 +23 +21%
CA
1160
Centerpoint Advisors
Massachusetts
$13K 125 +125 New
CAS
1161
Coppell Advisory Solutions
Texas
$13K 143 +119 +496%
QC
1162
Quent Capital
New York
$12.8K 126 – –
PCFFS
1163
Pacific Center for Financial Services
California
$12.5K 123 – –
MA
1164
MCF Advisors
Kentucky
$11.7K 115 – –
FCT
1165
First Community Trust
Iowa
$11.5K 113 – –
CCMI
1166
Creative Capital Management Investments
California
$11.4K 112 +112 New
OP
1167
ORG Partners
Indiana
$11.2K 110 -139 -56%
WPA
1168
West Paces Advisors
Georgia
$10.2K 100 – –
PPWM
1169
PFG Private Wealth Management
Florida
$10.2K 100 – –
FCAS
1170
First Command Advisory Services
Texas
$10.2K 100 +100 New
IPW
1171
Impact Partnership Wealth
Georgia
$10.1K 99 +50 +102%
SFCL
1172
Strengthening Families & Communities LLC
Massachusetts
$10K 100 – –
HCM
1173
Horrell Capital Management
Arkansas
$10K 100 – –
FMTCOCP
1174
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K 101 – –
NFSG
1175
Newbridge Financial Services Group
Florida
$9.55K 94 – –
45 46
47
48 49