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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 %
Natixis Advisors
26
Natixis Advisors
Massachusetts
$93.9M 930,410 +32,258 +4%
Point72 Asset Management
27
Point72 Asset Management
Connecticut
$91.5M 906,286 -905,061 -50%
Capital Research Global Investors
28
Capital Research Global Investors
California
$91.1M 903,243 +408 +0%
Fisher Asset Management
29
Fisher Asset Management
Washington
$87.1M 863,530 +19,342 +2%
EARNEST Partners
30
EARNEST Partners
Georgia
$84.8M 840,008 -10,754 -1%
Truist Financial
31
Truist Financial
North Carolina
$78.6M 778,784 -52,632 -6%
Chevy Chase Trust
32
Chevy Chase Trust
Maryland
$73.7M 730,628 +41,822 +6%
First Trust Advisors
33
First Trust Advisors
Illinois
$71.7M 710,885 -95,432 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$68.9M 682,956 +672,756 +6,596%
JWBC
35
John W. Bristol & Co
New York
$68.9M 682,530 -4,491 -0.7%
MIP
36
Mondrian Investment Partners
United Kingdom
$67.1M 664,627 -23,000 -3%
Macquarie Group
37
Macquarie Group
Australia
$66.6M 660,281 -13,046 -2%
SEI Investments
38
SEI Investments
Pennsylvania
$64.1M 635,548 -20,539 -3%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$63.1M 625,155 -93 -0%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$61.8M 612,074 -2,390 -0.4%
Aristotle Capital Management
41
Aristotle Capital Management
California
$59.2M 586,762 +15,635 +3%
RJA
42
Raymond James & Associates
Florida
$54.8M 542,617 -9,924 -2%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$51.6M 511,524 -124,655 -20%
DADC
44
D.A. Davidson & Co
Montana
$50.1M 496,508 -20,901 -4%
HPG
45
Harvest Portfolios Group
Ontario, Canada
$49.4M 489,538 -56,051 -10%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$48.7M 482,305 +62,106 +15%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$47.7M 472,414 +169,256 +56%
Corient Private Wealth
48
Corient Private Wealth
Florida
$45.8M 454,351 +50,920 +13%
Ameriprise
49
Ameriprise
Minnesota
$42.8M 423,387 +9,632 +2%
Twin Tree Management
50
Twin Tree Management
Texas
$42.6M 422,648 +169,908 +67%
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