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Novartis
NVS

Overview Fund Activity

1,200 hedge funds and large institutions have $14.9B invested in Novartis in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 341 increasing their positions, 476 reducing their positions, and 68 closing their positions.

Holders
1,200
Holders Change
+20
Holders Change %
+1.69%
% of All Funds
18.93%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
98
Increased
341
Reduced
476
Closed
68
Calls
$677M
Puts
$292M
Net Calls
+$384M
Net Calls Change
+$46.3M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$68.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$733M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$39.7M
4
MF
4
Magnetar Financial
Illinois
$33.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$26.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$138M
2
Dodge & Cox
2
Dodge & Cox
California
$1.66B
3
Bank of America
3
Bank of America
North Carolina
$504M
4
Goldman Sachs
4
Goldman Sachs
New York
$292M
5
Primecap Management
5
Primecap Management
California
$1.51B
Name Market Value Shares Shares
Change 		Shares
Change %
CCMINC
226
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.13M 40,879 -564 -1%
SC
227
Scotia Capital
Ontario, Canada
$4.12M 40,842 -1,671 -4%
FBC
228
Fairfield, Bush & Co
Connecticut
$4.12M 40,836 -375 -0.9%
ASN
229
Advisory Services Network
Georgia
$4.09M 40,506 +4,472 +12%
PAG
230
Private Advisor Group
New Jersey
$3.91M 38,191 -531 -1%
YCM
231
Yousif Capital Management
Michigan
$3.87M 38,348 -2,136 -5%
LCM
232
Logan Capital Management
Pennsylvania
$3.87M 38,302 -1,056 -3%
BIC
233
Beach Investment Counsel
Pennsylvania
$3.86M 38,280 -1,415 -4%
KeyBank National Association
234
KeyBank National Association
Ohio
$3.81M 37,746 -3,682 -9%
BFS
235
Bradley Foster & Sargent
Connecticut
$3.78M 37,429 -250 -0.7%
DC
236
Davenport & Co
Virginia
$3.75M 37,208 -3,407 -8%
PP
237
Patten & Patten
Tennessee
$3.72M 36,900 +457 +1%
ACM
238
Advisors Capital Management
New Jersey
$3.59M 35,542 +1,127 +3%
PCA
239
Providence Capital Advisors
North Carolina
$3.55M 35,214 +518 +1%
CCA
240
Catalyst Capital Advisors
New York
$3.54M 35,089 -4,500 -11%
ATC
241
Argent Trust Co
Tennessee
$3.52M 34,921 -840 -2%
GT
242
Glenmede Trust
Pennsylvania
$3.51M 38,173 – –
PA
243
Perennial Advisors
New York
$3.49M 34,608 -740 -2%
AAM
244
Azzad Asset Management
Virginia
$3.46M 34,322 +162 +0.5%
SPIA
245
Steward Partners Investment Advisory
New York
$3.43M 33,964 +6,620 +24%
WA
246
WealthTrust Axiom
Pennsylvania
$3.35M 33,190 -10 -0%
MOS
247
MGO One Seven
Ohio
$3.32M 32,917 -1,301 -4%
CTA
248
Chesley Taft & Associates
Illinois
$3.31M 32,837 -500 -1%
BHPW
249
Beverly Hills Private Wealth
California
$3.3M 32,422 +15,978 +97%
CGH
250
Crossmark Global Holdings
Texas
$3.26M 31,285 +1,207 +4%
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