Novartis

NVS

Market cap $244B

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.

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

1,200

Holders Change

+20

Holders Change %

+1.69%

% of All Funds

18.93%

Holding in Top 10

Holding in Top 10 Change

-1

Holding in Top 10 Change %

-7.14%

% of All Funds

0.21%

New

Increased

341

Reduced

476

Closed

Calls

$677M

Puts

$292M

Net Calls

+$384M

Net Calls Change

+$46.3M

Top Buyers

1	1 Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$68.9M
2	2 Morgan Stanley New York	$733M
3	CCMG 3 Clark Capital Management Group Philadelphia, Pennsylvania	$39.7M
4	MF 4 Magnetar Financial Evanston, Illinois	$33.3M
5	5 D.E. Shaw & Co New York	$26.9M

Top Sellers

1	1 Envestnet Asset Management Chicago, Illinois	$138M
2	2 Dodge & Cox San Francisco, California	$1.66B
3	3 Bank of America Charlotte, North Carolina	$504M
4	4 Goldman Sachs New York	$292M
5	5 Primecap Management Pasadena, California	$1.51B

#	Name	Market Value	Shares	Shares Change	Shares Change %
1101	GFPC 1101 Global Financial Private Client Sarasota, Florida	$25.5K	258	–	–
1102	PAG 1102 Paladin Advisory Group Clive, Iowa	$25.4K	252	–	–
1103	ACM 1103 Antonetti Capital Management Naples, Florida	$25.2K	250	–	–
1104	LFASL 1104 Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$25.2K	250	+250	New
1105	SVCP 1105 Silicon Valley Capital Partners San Jose, California	$25.2K	250	+250	New
1106	OP 1106 ORG Partners Roanoke, Indiana	$24.6K	249	+249	New
1107	1107 Credit Agricole Montrouge Cedex, France	$24.5K	243	–	–
1108	BWAM 1108 Boyd Watterson Asset Management Cleveland, Ohio	$24.4K	242	–	–
1109	ATC 1109 Adirondack Trust Company Saratoga Springs, New York	$24.1K	230	-326	-59%
1110	NSG 1110 Nalls Sherbakoff Group Knoxville, Tennessee	$24.1K	250	–	–
1111	WAM 1111 WFA Asset Management Whitefish Bay, Wisconsin	$23.5K	233	–	–
1112	HCM 1112 Hollencrest Capital Management Newport Beach, California	$23.4K	232	–	–
1113	RG 1113 Retirement Group San Diego, California	$23.4K	232	+19	+9%
1114	MFA 1114 McClarren Financial Advisors State College, Pennsylvania	$23K	234	–	–
1115	TSW 1115 Thompson Siegel & Walmsley Richmond, Virginia	$23K	229	–	–
1116	GKIM 1116 GW&K Investment Management Boston, Massachusetts	$21K	207	+207	New
1117	FSWA 1117 Financial Synergies Wealth Advisors Houston, Texas	$21K	208	-96	-32%
1118	RTL 1118 Red Tortoise LLC Atlanta, Georgia	$20.9K	207	–	–
1119	TC 1119 Trust Company Manhattan, Kansas	$20.2K	200	–	–
1120	TF 1120 TimeScale Financial Danvers, Massachusetts	$20.2K	200	–	–
1121	IBOK 1121 Independence Bank of Kentucky Owensboro, Kentucky	$20.2K	200	–	–
1122	WBC 1122 West Branch Capital Amherst, Massachusetts	$20.2K	200	–	–
1123	CAM 1123 Close Asset Management London, United Kingdom	$20K	200	–	–
1124	CTB 1124 Country Trust Bank Bloomington, Illinois	$19.6K	194	–	–
1125	TFA 1125 Transamerica Financial Advisors St. Petersburg, Florida	$19K	188	–	–

Novartis NVS Market cap $244B

Top Buyers

Top Sellers

Novartis

NVS

Market cap $244B