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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 %
AllianceBernstein
251
AllianceBernstein
Tennessee
$3.25M 32,207 +6,328 +24%
OPS
252
Orion Portfolio Solutions
Nebraska
$3.22M 31,928 +3,088 +11%
BCI
253
Brinker Capital Investments
Pennsylvania
$3.22M 31,928 +3,088 +11%
SGI
254
Summit Global Investments
Utah
$3.19M 31,639 +1,186 +4%
Russell Investments Group
255
Russell Investments Group
United Kingdom
$3.17M 31,373 -17,893 -36%
TI
256
Trexquant Investment
Connecticut
$3.16M 31,342 +6,931 +28%
HTC
257
Haverford Trust Company
Pennsylvania
$3.16M 31,319 -2,397 -7%
FC
258
FORA Capital
Florida
$3.16M 31,299 +1,259 +4%
S
259
SignatureFD
Georgia
$3.13M 31,024 +2,341 +8%
NW
260
Naviter Wealth
Arkansas
$3.09M 30,634 +4,001 +15%
HFS
261
Hantz Financial Services
Michigan
$3.08M 30,564 +1,218 +4%
OC
262
Oppenheimer & Co
New York
$3.07M 30,414 -646 -2%
ANTB
263
AMG National Trust Bank
Colorado
$3.05M 30,223 -1,576 -5%
WWA
264
WCG Wealth Advisors
Nevada
$3.03M 30,016 +3,489 +13%
EHC
265
Everett Harris & Co
California
$3.02M 29,919 -1,400 -4%
FA
266
FDx Advisors
Illinois
$2.99M 29,664 -28,123 -49%
Capital World Investors
267
Capital World Investors
California
$2.98M 30,032 +278 +0.9%
RhumbLine Advisers
268
RhumbLine Advisers
Massachusetts
$2.96M 29,286 +29,286 New
MC
269
Moors & Cabot
Massachusetts
$2.93M 29,042 -1,005 -3%
NGA
270
Naples Global Advisors
Florida
$2.93M 29,024 -375 -1%
CAM
271
Cubic Asset Management
Massachusetts
$2.92M 28,948 -1,810 -6%
AW
272
Apricus Wealth
South Carolina
$2.92M 29,496 -45 -0.2%
AT
273
Arvest Trust
Oklahoma
$2.89M 27,574 -1,665 -6%
PAS
274
Park Avenue Securities
New York
$2.89M 28,641 +5,016 +21%
NIM
275
Northeast Investment Management
Massachusetts
$2.88M 28,574 +54 +0.2%
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