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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 %
EPAM
126
Euro Pacific Asset Management
Puerto Rico
$11.2M 109,423 -17,184 -14%
UCFA
127
United Capital Financial Advisors
Texas
$11.1M 108,978 -4,577 -4%
ISL
128
Ingalls & Snyder LLC
New York
$11.1M 108,961 +1,423 +1%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$11M 108,215 +6,046 +6%
BG
130
Bahl & Gaynor
Ohio
$10.6M 104,089 -2,219 -2%
CIM
131
Corda Investment Management
Texas
$10.6M 103,846 -14,781 -12%
FVWA
132
Foster Victor Wealth Advisors
South Carolina
$10.4M 107,504 -1,553 -1%
CSIC
133
Clifford Swan Investment Counsel
California
$9.89M 97,064 -724 -0.7%
USCWA
134
U.S. Capital Wealth Advisors
Texas
$9.88M 96,968 +778 +0.8%
FWIA
135
Fort Washington Investment Advisors
Ohio
$9.79M 96,098 -1,084 -1%
TBC
136
Tweedy, Browne Co
Connecticut
$9.67M 94,916 -1,140 -1%
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.58M 94,082 -262 -0.3%
AAIM
138
American Assets Investment Management
California
$9.54M 93,610 – –
FGI
139
Foresight Global Investors
New York
$9.4M 97,500 +97,500 New
TBA
140
Tower Bridge Advisors
Pennsylvania
$9.38M 92,078 -1,131 -1%
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$9.3M 91,297 +91,297 New
GF
142
Gabelli Funds
New York
$9.12M 89,500 – –
MML Investors Services
143
MML Investors Services
Massachusetts
$9.1M 89,362 +2,718 +3%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$8.93M 87,648 -4,589 -5%
ZAM
145
Zevin Asset Management
Massachusetts
$8.73M 85,684 +2,341 +3%
William Blair & Company
146
William Blair & Company
Illinois
$8.63M 84,691 -2,292 -3%
MGIA
147
Matthew Goff Investment Advisor
Texas
$8.51M 83,522 -151 -0.2%
New York State Common Retirement Fund
148
New York State Common Retirement Fund
New York
$8.5M 83,483 +24,200 +41%
MCM
149
Mengis Capital Management
Oregon
$8.32M 81,643 -50 -0.1%
LOPW
150
Live Oak Private Wealth
North Carolina
$8.28M 81,251 +130 +0.2%
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