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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 %
BBHC
176
Brown Brothers Harriman & Co
New York
$6.24M 61,292 -1,346 -2%
PA
177
Pinnacle Associates
New York
$6.24M 61,220 -1,285 -2%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$6.21M 61,006 -305 -0.5%
SFM
179
Sphera Funds Management
Israel
$6.11M 60,000 – –
QCM
180
Quantinno Capital Management
New York
$5.84M 57,349 +37,594 +190%
OMC
181
Old Mission Capital
Illinois
$5.7M 55,972 -24,714 -31%
CAM
182
Cresset Asset Management
Illinois
$5.68M 55,762 +2,687 +5%
Mirae Asset Global Investments
183
Mirae Asset Global Investments
South Korea
$5.65M 58,505 – –
GCM
184
Garland Capital Management
Washington
$5.57M 54,710 -75 -0.1%
NCM
185
Narwhal Capital Management
Georgia
$5.51M 54,076 -819 -1%
NAM
186
NorthCrest Asset Manangement
Minnesota
$5.49M 53,868 -368 -0.7%
WLPWM
187
Walled Lake Planning & Wealth Management
Illinois
$5.47M 53,749 +450 +0.8%
FT
188
Fiduciary Trust
Massachusetts
$5.4M 53,028 -545 -1%
TCOV
189
Trust Company of Vermont
Vermont
$5.39M 52,934 -6,172 -10%
BWP
190
Baldwin Wealth Partners
Massachusetts
$5.35M 52,489 +333 +0.6%
AllianceBernstein
191
AllianceBernstein
Tennessee
$5.34M 52,427 +20,220 +63%
PSC
192
Prentiss Smith & Co
Vermont
$5.3M 52,032 -460 -0.9%
TCCM
193
Timber Creek Capital Management
Massachusetts
$5.27M 51,715 -13,657 -21%
MVIP
194
Mar Vista Investment Partners
California
$5.26M 51,675 – –
First Manhattan
195
First Manhattan
New York
$5.24M 51,480 -753 -1%
VPIM
196
Vanguard Personalized Indexing Management
California
$5.24M 51,418 +3,348 +7%
NPA
197
Nichols & Pratt Advisers
Massachusetts
$5.22M 51,264 -9,965 -16%
MCM
198
Marsico Capital Management
Colorado
$5.21M 51,111 +51,111 New
PAI
199
Pittenger & Anderson Inc
Nebraska
$5.2M 51,070 +250 +0.5%
LNWWM
200
Laird Norton Wetherby Wealth Management
California
$5.18M 50,820 +1,850 +4%
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