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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 %
CWM
351
Compass Wealth Management
Connecticut
$1.84M 18,200 -150 -0.8%
CCMIC
352
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.83M 18,135 -4,370 -19%
PCM
353
Parsons Capital Management
Rhode Island
$1.82M 18,069 +189 +1%
CCA
354
Checchi Capital Advisers
California
$1.81M 17,985 +683 +4%
III
355
Independent Investors Inc
New York
$1.81M 17,900 – –
DAS
356
Dynamic Advisor Solutions
Arizona
$1.78M 17,664 +3,182 +22%
BFA
357
Benedict Financial Advisors
Georgia
$1.77M 17,526 -71 -0.4%
SCM
358
Stonebridge Capital Management
California
$1.76M 17,475 -1,250 -7%
PWM
359
Perigon Wealth Management
California
$1.75M 17,383 +13,692 +371%
GC
360
Grimes & Company
Massachusetts
$1.74M 17,211 -121,877 -88%
RGC
361
Roberts, Glore & Co
Illinois
$1.71M 16,926 -36 -0.2%
CFM
362
Capricorn Fund Managers
United Kingdom
$1.71M 16,921 +16,921 New
FTDI
363
First Trust Direct Indexing
Massachusetts
$1.68M 16,645 +1,717 +12%
ACM
364
Aquatic Capital Management
Illinois
$1.68M 16,600 -30,200 -65%
LBC
365
Lowe Brockenbrough & Co
Virginia
$1.66M 16,409 -414 -2%
Bessemer Group
366
Bessemer Group
New Jersey
$1.65M 16,383 +808 +5%
JIC
367
Johnson Investment Counsel
Ohio
$1.64M 16,253 +37 +0.2%
SC
368
Sepio Capital
Utah
$1.64M 16,241 -649 -4%
MCM
369
McKinley Capital Management
Alaska
$1.64M 16,216 -268 -2%
GT
370
Greenleaf Trust
Michigan
$1.64M 16,209 +532 +3%
VT
371
Vise Technologies
New York
$1.62M 16,102 +1,627 +11%
S
372
SimplyRich
California
$1.62M 16,077 – –
CB
373
CNB Bank
Pennsylvania
$1.62M 16,020 -688 -4%
Kayne Anderson Rudnick Investment Management
374
Kayne Anderson Rudnick Investment Management
California
$1.61M 15,959 +469 +3%
FNBT
375
FineMark National Bank & Trust
Florida
$1.6M 15,859 -70 -0.4%
13 14
15
16 17