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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 %
ABP
301
Arthur B. Page
$2.49M 24,647 -1,919 -7%
Two Sigma Advisers
302
Two Sigma Advisers
New York
$2.46M 24,400 -508,000 -95%
BEI
303
Benjamin Edwards Inc
Missouri
$2.4M 23,774 +3,730 +19%
MCM
304
MAI Capital Management
Ohio
$2.39M 23,677 +8,114 +52%
MCP
305
Mirador Capital Partners
California
$2.37M 23,468 -85 -0.4%
NED
306
Nancy E. Dempze
$2.32M 22,954 -517 -2%
HNB
307
Huntington National Bank
Ohio
$2.31M 22,903 -246 -1%
CA
308
Clearstead Advisors
Ohio
$2.31M 22,874 +90 +0.4%
GW
309
GW & Wade
Massachusetts
$2.3M 22,772 +12,604 +124%
AUB
310
Atlantic Union Bankshares
Virginia
$2.29M 22,711 -804 -3%
LB
311
Leo Brokerage
Texas
$2.28M 22,606 +1,891 +9%
SYBT
312
Stock Yards Bank & Trust
Kentucky
$2.28M 22,588 -748 -3%
ECM
313
EagleClaw Capital Management
Massachusetts
$2.28M 22,574 -750 -3%
FC
314
FCA Corp
Texas
$2.27M 22,526 -173 -0.8%
CIA
315
Cascade Investment Advisors
Oregon
$2.27M 22,472 -678 -3%
CFB
316
Cullen/Frost Bankers
Texas
$2.27M 22,471 -793 -3%
PAM
317
Private Asset Management
California
$2.26M 22,424 -8,525 -28%
DWP
318
Daymark Wealth Partners
Ohio
$2.26M 22,352 +519 +2%
PAM
319
Palisade Asset Management
Minnesota
$2.23M 22,082 – –
CB
320
Commerce Bank
Missouri
$2.22M 22,025 -453 -2%
GWM
321
Geneos Wealth Management
Colorado
$2.22M 21,955 +1,501 +7%
Cetera Investment Advisers
322
Cetera Investment Advisers
Illinois
$2.2M 21,785 +3,160 +17%
KBG
323
Kahn Brothers Group
New York
$2.18M 21,578 – –
LBA
324
Lowell Blake & Associates
Massachusetts
$2.16M 21,405 -1,467 -6%
Victory Capital Management
325
Victory Capital Management
Texas
$2.16M 21,390 -1,883 -8%
11 12
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