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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 %
DP
1201
DDD Partners
Washington
– – -199,946 Closed
Arrowstreet Capital
1202
Arrowstreet Capital
Massachusetts
– – -176,652 Closed
Two Sigma Investments
1203
Two Sigma Investments
New York
– – -137,347 Closed
Optiver Holding
1204
Optiver Holding
Netherlands
– – -92,697 Closed
SEC
1205
Seven Eight Capital
New York
– – -57,388 Closed
CGA
1206
Compound Global Advisors
Washington
– – -49,475 Closed
ERSOT
1207
Employees Retirement System of Texas
Texas
– – -28,874 Closed
CS
1208
Candriam SCA
Luxembourg
– – -27,767 Closed
ICM
1209
ISZO Capital Management
New York
– – -22,000 Closed
IA
1210
IFG Advisory
Georgia
– – -18,404 Closed
BCM
1211
Bayesian Capital Management
New York
– – -16,793 Closed
CCG
1212
Cloverfields Capital Group
Minnesota
– – -13,629 Closed
MCC
1213
Money Concepts Capital
Florida
– – -11,304 Closed
CFO
1214
Callan Family Office
Pennsylvania
– – -9,605 Closed
SIA
1215
SkyView Investment Advisors
New Jersey
– – -9,241 Closed
AI
1216
Ariel Investments
Illinois
– – -8,750 Closed
KFP
1217
KB Financial Partners
New Jersey
– – -8,475 Closed
AIM
1218
AHL Investment Management
Florida
– – -7,812 Closed
MHS
1219
M Holdings Securities
Oregon
– – -5,705 Closed
FHC
1220
First Heartland Consultants
Missouri
– – -4,566 Closed
RMDI
1221
R.M. Davis Inc
Maine
– – -3,559 Closed
PAM
1222
Panagora Asset Management
Massachusetts
– – -3,420 Closed
FAM
1223
Formidable Asset Management
Ohio
– – -3,396 Closed
EGA
1224
Eagle Global Advisors
Texas
– – -3,340 Closed
BIP
1225
Blueprint Investment Partners
North Carolina
– – -3,142 Closed
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