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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 %
VWA
1251
V Wealth Advisors
Kansas
– – -2,662 Closed
TTWM
1252
TCV Trust & Wealth Management
Virginia
– – -2,650 Closed
PAS
1253
Professional Advisory Services
Florida
– – -2,630 Closed
SIG
1254
Stonegate Investment Group
Alabama
– – -2,441 Closed
AWM
1255
Alterna Wealth Management
Texas
– – -2,409 Closed
CC
1256
Courier Capital
New York
– – -2,347 Closed
SXL
1257
Summit X LLC
Missouri
– – -2,344 Closed
LNB
1258
Ledyard National Bank
– – -2,198 Closed
FFG
1259
Fortem Financial Group
California
– – -2,175 Closed
CBFP
1260
Cedar Brook Financial Partners
Ohio
– – -2,158 Closed
CG
1261
Clarus Group
Texas
– – -2,114 Closed
TFCP
1262
Twin Focus Capital Partners
Massachusetts
– – -2,110 Closed
RIA
1263
Realta Investment Advisors
Delaware
– – -2,077 Closed
DI
1264
DFPG Investments
Utah
– – -2,070 Closed
SGK
1265
Steigerwald Gordon & Koch
Virginia
– – -1,992 Closed
Citadel Advisors
1266
Citadel Advisors
Florida
– – -1,661 Closed
RI
1267
Ridgewood Investments
New Jersey
– – -1,375 Closed
WP
1268
WealthPLAN Partners
Nebraska
– – -1,099 Closed
TFP
1269
Tilia Fiduciary Partners
North Carolina
– – -869 Closed
WAM
1270
Worth Asset Management
Texas
– – -672 Closed
VC
1271
Vestor Capital
Illinois
– – -558 Closed
WIM
1272
WealthPlan Investment Management
Nebraska
– – -180 Closed
ODG
1273
O'Dell Group
Ohio
– – -150 Closed
HS
1274
Horan Securities
United States
– – -125 Closed
IGWM
1275
ICA Group Wealth Management
Colorado
– – -108 Closed
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