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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 %
WFMPM
51
Woodley Farra Manion Portfolio Management
Indiana
$41.6M 411,795 +99,616 +32%
TH
52
TCTC Holdings
Texas
$40.4M 400,126 – –
CCMG
53
Clark Capital Management Group
Pennsylvania
$39.7M 393,666 +393,666 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$39.1M 387,037 -24,038 -6%
MIS
55
Morningstar Investment Services
Illinois
$37.8M 381,455 -11,658 -3%
NA
56
NewEdge Advisors
Louisiana
$36.7M 363,721 -4,427 -1%
American Century Companies
57
American Century Companies
Missouri
$35.7M 354,273 +29,152 +9%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$34.4M 340,927 +9,060 +3%
MF
59
Magnetar Financial
Illinois
$33.3M 329,712 +329,712 New
MAP
60
Managed Asset Portfolios
Michigan
$33M 327,366 -44,872 -12%
Invesco
61
Invesco
Georgia
$32.9M 325,741 -72,152 -18%
LPL Financial
62
LPL Financial
California
$32.8M 325,532 +26,185 +9%
Brown Advisory
63
Brown Advisory
Maryland
$32.2M 318,731 -23,368 -7%
SC
64
Saturna Capital
Washington
$31.5M 311,666 +1,400 +0.5%
CT
65
Cambridge Trust
Massachusetts
$31.1M 307,921 -2,593 -0.8%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$31M 307,159 -4,032 -1%
Creative Planning
67
Creative Planning
Kansas
$30.4M 301,255 +14,742 +5%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$28M 277,896 +4,928 +2%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$28M 278,204 -22,493 -7%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$26.9M 266,942 +264,142 +9,434%
HighTower Advisors
71
HighTower Advisors
Illinois
$26.5M 263,165 +11,116 +4%
FCI
72
Financial Counselors Inc
Kansas
$26.4M 261,642 -1,762 -0.7%
OAM
73
Oppenheimer Asset Management
New York
$26.1M 258,806 -43,782 -14%
CI
74
Cambiar Investors
Colorado
$25.8M 255,953 -51,753 -17%
Stifel Financial
75
Stifel Financial
Missouri
$24.8M 246,213 -20,346 -8%
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