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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 %
TAM
1201
Tucker Asset Management
Colorado
$3.36K 33 – –
SCA
1202
Stonebridge Capital Advisors
Minnesota
$3.26K 32 -269 -89%
JFGIW
1203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.16K 31 -55 -64%
TIM
1204
Thompson Investment Management
Wisconsin
$3.16K 31 – –
BWS
1205
Buck Wealth Strategies
Colorado
$3.08K 30 – –
SIS
1206
Sound Income Strategies
Florida
$3.06K 30 – –
IHWM
1207
Iron Horse Wealth Management
Iowa
$2.95K 29 +29 New
WIM
1208
Westside Investment Management
California
$2.65K 26 – –
LFA
1209
LGT Financial Advisors
Texas
$2.65K 26 +26 New
DAM
1210
Delta Asset Management
Tennessee
$2.55K 25 – –
Nisa Investment Advisors
1211
Nisa Investment Advisors
Missouri
$2.24K 22 – –
MAM
1212
Marquette Asset Management
Minnesota
$1.73K 17 – –
HFM
1213
Hartford Financial Management
Connecticut
$1.63K 16 +2 +14%
CPG
1214
Cornerstone Planning Group
New Jersey
$1.53K 15 – –
AAG
1215
Armstrong Advisory Group
Massachusetts
$1.33K 13 – –
PMFA
1216
Plante Moran Financial Advisors
Michigan
$1.22K 12 – –
TFA
1217
Transamerica Financial Advisors
Florida
$1K 1 -187 -99%
HWP
1218
Highline Wealth Partners
California
$611 6 – –
HWP
1219
Hibernia Wealth Partners
Louisiana
$407 4 +4 New
FFL
1220
Financial Freedom LLC
Ohio
$314 3 – –
BFPW
1221
BOK Financial Private Wealth
Colorado
$102 1 – –
SSA
1222
Schonfeld Strategic Advisors
New York
– – -211,797 Closed
Comerica Bank
1223
Comerica Bank
Texas
– – -98,783 Closed
CM
1224
Caption Management
Oklahoma
– – -81,700 Closed
ECM
1225
ExodusPoint Capital Management
New York
– – -73,754 Closed
47 48
49
50 51