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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 %
IHL
151
Investment House LLC
California
$8.24M 80,929 -1,586 -2%
OCAM
152
Onex Canada Asset Management
Ontario, Canada
$8.16M 80,148 -500 -0.6%
CCM
153
Cohen Capital Management
California
$8.16M 80,148 – –
EVM
154
Evelyn V. Moreno
$8M 78,516 +3,757 +5%
FPTW
155
Franklin, Parlapiano, Turner & Welch
Texas
$7.83M 76,914 -1,599 -2%
MJP
156
Michael J. Puzo
$7.73M 75,860 -4,125 -5%
CAN
157
Cetera Advisor Networks
California
$7.68M 75,396 +6,591 +10%
TG
158
TCW Group
California
$7.49M 73,508 -2,735 -4%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$7.48M 73,408 -3,426 -4%
OCM
160
Osterweis Capital Management
California
– – – –
WF
161
Welch & Forbes
Massachusetts
$7.2M 70,687 -2,620 -4%
ACM
162
Altrius Capital Management
North Carolina
$7.13M 70,028 -506 -0.7%
TNBTD
163
Trustmark National Bank Trust Department
Mississippi
$7.06M 69,286 +40 +0.1%
BS
164
Banco Santander
Spain
$6.93M 71,849 -2,470 -3%
RWM
165
Ritholtz Wealth Management
New York
$6.89M 67,682 -916 -1%
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.83M 67,088 +58,603 +691%
JFL
167
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.83M 67,039 -5,324 -7%
CNB
168
Camden National Bank
Maine
$6.83M 67,036 -491 -0.7%
CCB
169
Country Club Bank
Missouri
$6.72M 65,688 -764 -1%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$6.65M 65,288 +1,777 +3%
RG
171
Rathbones Group
United Kingdom
$6.6M 64,802 +4,198 +7%
SC
172
Syon Capital
California
$6.57M 64,482 +64,482 New
Fayez Sarofim & Co
173
Fayez Sarofim & Co
Texas
$6.55M 64,340 -53,160 -45%
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$6.48M 63,580 -20,147 -24%
DP
175
Dearborn Partners
Illinois
$6.44M 63,249 -59 -0.1%
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