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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 %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$24.8M 245,557 +7,914 +3%
MIM
77
Martin Investment Management
Florida
$24.1M 238,509 -57,940 -20%
Adage Capital Partners
78
Adage Capital Partners
Massachusetts
$24.1M 238,408 +106,424 +81%
NW
79
NewEdge Wealth
Pennsylvania
$24M 238,248 +111,719 +88%
GHA
80
GW Henssler & Associates
Georgia
$23.9M 237,178 -188,711 -44%
Cerity Partners
81
Cerity Partners
New York
$23M 227,973 +3,446 +2%
CCM
82
Causeway Capital Management
California
$22.8M 225,548 -20,159 -8%
SSA
83
Schonfeld Strategic Advisors
New York
$21.4M 211,797 +105,520 +99%
US Bancorp
84
US Bancorp
Minnesota
$21M 208,145 +3,527 +2%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$20.8M 205,784 +205,784 New
M&T Bank
86
M&T Bank
New York
$20.2M 200,499 -1,923 -0.9%
AssetMark Inc
87
AssetMark Inc
California
$20.1M 198,769 +10,975 +6%
GGI
88
Godsey & Gibb Inc
Virginia
$19.9M 197,154 -6,504 -3%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$19.8M 196,827 +3,918 +2%
DLA
90
Douglas Lane & Associates
New York
$19.7M 194,937 -13,067 -6%
BCAM
91
Boston Common Asset Management
Massachusetts
$19.5M 193,168 -1,020 -0.5%
HTHT
92
Hemenway Trust Hemenway Trust
New Hampshire
$19.4M 191,807 +4,810 +3%
VanEck Associates
93
VanEck Associates
New York
$19.3M 190,857 -23,920 -11%
Mariner
94
Mariner
Kansas
$18.8M 186,053 -5,052 -3%
BIP
95
Brandes Investment Partners
California
$18.7M 185,226 -4,425 -2%
JGUA
96
John G. Ullman & Associates
New York
$18.7M 184,935 -3,110 -2%
Citigroup
97
Citigroup
New York
$18.6M 183,976 -111,575 -38%
Osaic Holdings
98
Osaic Holdings
Arizona
$15.8M 156,433 +17,477 +13%
EWA
99
Exencial Wealth Advisors
Oklahoma
$15.7M 155,852 -12,683 -8%
BC
100
Bartlett & Co
Ohio
$15.7M 155,768 -11,825 -7%
2 3
4
5 6