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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 %
BC
101
Bartlett & Co
Ohio
$15.6M 153,046 -2,722 -2%
EWA
102
Exencial Wealth Advisors
Oklahoma
$15.3M 149,978 -5,874 -4%
OA
103
Oak Associates
Ohio
$15.1M 148,039 +2,305 +2%
FFIC
104
First Fiduciary Investment Counsel
Ohio
$14.8M 145,731 -5,140 -3%
SBH
105
Segall Bryant & Hamill
Illinois
$14.6M 142,929 -7,277 -5%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$14.3M 140,372 +10,829 +8%
RCYC
107
Richard C. Young & Co
Rhode Island
$14.3M 140,123 -2,636 -2%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$14.1M 139,864 +4,605 +3%
EIA
109
Edgemoor Investment Advisors
Maryland
$14M 137,039 -1,853 -1%
WIC
110
Wilkins Investment Counsel
Massachusetts
$13.3M 130,950 -1,800 -1%
QCM
111
QRG Capital Management
Illinois
$13.2M 129,541 +129,541 New
JPMPWA
112
J.P. Morgan Private Wealth Advisors
California
$13.1M 128,413 -13,345 -9%
BFM
113
Boothbay Fund Management
New York
$13M 127,580 +78,017 +157%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$12.9M 126,531 -70,296 -36%
RMCM
115
Reynders McVeigh Capital Management
Massachusetts
$12.9M 126,524 -2,012 -2%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$12.7M 124,923 -142,019 -53%
KFS
117
Kurt F. Somerville
$12.7M 124,357 -4,593 -4%
Federated Hermes
118
Federated Hermes
Pennsylvania
$12.6M 123,751 -2,935 -2%
PMG
119
ProVise Management Group
Florida
$12.2M 120,193 +3,651 +3%
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$12M 117,795 -87,989 -43%
BIP
121
Brandes Investment Partners
California
$11.8M 116,047 -69,179 -37%
TAM
122
Tocqueville Asset Management
New York
$11.7M 115,251 +640 +0.6%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$11.6M 113,414 +6,738 +6%
EI
124
Ethic Inc
New York
$11.5M 112,980 +13,489 +14%
CIBC World Market
125
CIBC World Market
Ontario, Canada
$11.2M 116,280 -14,270 -11%
3 4
5
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