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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 %
AFG
1176
Albion Financial Group
Utah
$9.27K 91 – –
AIC
1177
Archer Investment Corporation
Indiana
$9.07K 89 – –
VF
1178
VitalStone Financial
Texas
$9K 97 +97 New
TFM
1179
TFC Financial Management
Massachusetts
$8.46K 83 +20 +32%
WWP
1180
WR Wealth Planners
Missouri
$8.35K 82 -8 -9%
BG
1181
Bollard Group
Massachusetts
$8K 79 – –
CP
1182
Castleview Partners
Texas
$7.84K 77 – –
ITIM
1183
Indiana Trust & Investment Management
Indiana
$7.64K 75 +75 New
MWM
1184
Mascoma Wealth Management
New Hampshire
$6.83K 67 – –
RWPA
1185
Richard W. Paul & Associates
Michigan
$6.62K 65 – –
LFA
1186
Legend Financial Advisors
Pennsylvania
$6.21K 61 – –
AF
1187
Advisornet Financial
Minnesota
$6.11K 60 -438 -88%
MCM
1188
MV Capital Management
Maryland
$6.11K 60 +60 New
TFG
1189
Team Financial Group
California
$5.91K 58 +58 New
JGIA
1190
Jackson Grant Investment Advisers
Connecticut
$5.7K 56 – –
HWM
1191
HighMark Wealth Management
Minnesota
$5.6K 55 -4 -7%
TFA
1192
Toth Financial Advisory
Virginia
$5.5K 54 +54 New
GJIA
1193
Glass Jacobson Investment Advisors
Maryland
$5.2K 51 – –
RCM
1194
Raleigh Capital Management
North Carolina
$5.09K 50 – –
FAM
1195
Flaharty Asset Management
Florida
$4.38K 43 +43 New
PWMG
1196
Provence Wealth Management Group
California
$4.18K 41 +41 New
FGAM
1197
Financial Gravity Asset Management
Texas
$4.11K 44 -57 -56%
SIM
1198
Studio Investment Management
Illinois
$4.07K 40 +40 New
SFG
1199
Steward Financial Group
Texas
$4K 49 +49 New
AWM
1200
Abound Wealth Management
Tennessee
$3.87K 38 – –
46 47
48
49 50