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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 %
Deutsche Bank
201
Deutsche Bank
Germany
$5.12M 50,239 -761 -1%
WT
202
Whittier Trust
California
$4.88M 47,930 +381 +0.8%
Walleye Trading
203
Walleye Trading
New York
$4.83M 47,422 +47,422 New
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$4.83M 47,409 -2,076 -4%
CWG
205
Cornerstone Wealth Group
North Carolina
$4.82M 47,292 -3,088 -6%
BBL
206
Beck Bode LLC
Massachusetts
$4.76M 46,736 +4,425 +10%
SAM
207
Smithbridge Asset Management
Pennsylvania
$4.67M 45,889 +2,002 +5%
CA
208
Clearstead Advisors
Ohio
$4.66M 45,792 +22,918 +100%
AI
209
Atria Investments
North Carolina
$4.64M 45,525 +2,060 +5%
AOI
210
Auto-Owners Insurance
Michigan
$4.6M 45,143 – –
BFG
211
Bleakley Financial Group
New Jersey
$4.58M 44,965 +307 +0.7%
SS
212
Simplicity Solutions
Minnesota
$4.58M 44,965 +342 +0.8%
YDMI
213
Y.D. More Investments
Israel
$4.46M 43,800 -6 -0%
GCA
214
Guardian Capital Advisors
Ontario, Canada
$4.41M 44,409 +180 +0.4%
SC
215
Scotia Capital
Ontario, Canada
$4.32M 44,766 +3,924 +10%
GMA
216
Glassy Mountain Advisors
Maryland
$4.32M 42,540 -792 -2%
NME
217
Notis-McConarty Edward
$4.28M 42,051 -940 -2%
PHS
218
Pekin Hardy Strauss
Illinois
$4.26M 41,844 -850 -2%
CAM
219
Carret Asset Management
New York
$4.26M 41,791 -300 -0.7%
CCMINC
220
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.25M 41,695 +816 +2%
BSW
221
Buckingham Strategic Wealth
Missouri
$4.18M 41,037 -98 -0.2%
HKIM
222
Hayek Kallen Investment Management
Alabama
$4.17M 40,921 -86 -0.2%
DRD
223
Dennis R. Delaney
$4.16M 40,808 -2,955 -7%
Jones Financial Companies
224
Jones Financial Companies
Missouri
$4.16M 40,800 -4,825 -11%
WIC
225
Woodmont Investment Counsel
Tennessee
$4.11M 40,322 -2,292 -5%
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