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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 %
TI
1226
Trexquant Investment
Connecticut
– – -31,342 Closed
MFS
1227
Mirabella Financial Services
United Kingdom
– – -27,826 Closed
CCMIC
1228
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– – -18,135 Closed
CFM
1229
Capricorn Fund Managers
United Kingdom
– – -16,921 Closed
ACM
1230
Aquatic Capital Management
Illinois
– – -16,600 Closed
CCIA
1231
Campbell & Co Investment Adviser
Maryland
– – -12,588 Closed
GSWM
1232
Greenup Street Wealth Management
Michigan
– – -11,790 Closed
LP
1233
LMR Partners
United Kingdom
– – -10,000 Closed
VIA
1234
Vident Investment Advisory
Georgia
– – -9,277 Closed
1IA
1235
1620 Investment Advisors
Massachusetts
– – -8,836 Closed
Wolverine Trading
1236
Wolverine Trading
Illinois
– – -8,823 Closed
CRI
1237
Colonial River Investments
Virginia
– – -6,547 Closed
FRM
1238
Fox Run Management
Connecticut
– – -5,915 Closed
V
1239
Veritable
Delaware
– – -4,939 Closed
LG
1240
Leuthold Group
Minnesota
– – -4,824 Closed
SMF
1241
Sterling Manor Financial
New York
– – -4,780 Closed
SSG
1242
Summit Securities Group
New York
– – -4,523 Closed
AS
1243
Altshuler Shaham
Israel
– – -4,109 Closed
DTL
1244
Dynamic Technology Lab
Singapore
– – -4,100 Closed
CW
1245
CreativeOne Wealth
Kansas
– – -4,078 Closed
AWA
1246
Arete Wealth Advisors
Illinois
– – -3,334 Closed
LSA
1247
Lion Street Advisors
Texas
– – -2,884 Closed
NWM
1248
NEIRG Wealth Management
Massachusetts
– – -2,829 Closed
PI
1249
PFG Investments
New York
– – -2,789 Closed
RPCONE
1250
Retirement Planning Company of New England
Rhode Island
– – -2,695 Closed
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50
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