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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 %
BCWM
101
Bartlett & Co Wealth Management
Ohio
$15.7M 155,768 -11,825 -7%
GD
102
Grandfield & Dodd
New York
$15.5M 153,757 +156 +0.1%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$15.5M 151,940 -4,203 -3%
FFIC
104
First Fiduciary Investment Counsel
Ohio
$15.2M 150,871 -3,422 -2%
SBH
105
Segall Bryant & Hamill
Illinois
$15.2M 150,206 -2,932 -2%
OA
106
Oak Associates
Ohio
$14.7M 145,734 -31,025 -18%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$14.6M 144,989 +21,757 +18%
RCYC
108
Richard C. Young & Co
Rhode Island
$14.4M 142,759 +322 +0.2%
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$14.3M 141,758 -17,959 -11%
EIA
110
Edgemoor Investment Advisors
Maryland
$14M 138,892 -1,793 -1%
TCM
111
Tekla Capital Management
Massachusetts
$13.7M 136,225 – –
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$13.6M 135,259 +1,814 +1%
GIA
113
Guyasuta Investment Advisors
Pennsylvania
$13.4M 133,189 -4,390 -3%
WIC
114
Wilkins Investment Counsel
Massachusetts
$13.4M 132,750 -1,960 -1%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$13.2M 130,550 +614 +0.5%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$13.1M 129,543 +15,196 +13%
KFS
117
Kurt F. Somerville
$13M 128,950 -15,440 -11%
RMCM
118
Reynders McVeigh Capital Management
Massachusetts
$13M 128,536 -4,515 -3%
Federated Hermes
119
Federated Hermes
Pennsylvania
$12.8M 126,686 -16,220 -11%
EPAM
120
Euro Pacific Asset Management
Puerto Rico
$12.6M 126,607 +2,467 +2%
Jane Street
121
Jane Street
New York
$12M 119,213 -132,353 -53%
CIM
122
Corda Investment Management
Texas
$12M 118,627 -26,096 -18%
Fayez Sarofim & Co
123
Fayez Sarofim & Co
Texas
$11.9M 117,500 -118,745 -50%
PMG
124
ProVise Management Group
Florida
$11.8M 116,542 +2,933 +3%
TAM
125
Tocqueville Asset Management
New York
$11.6M 114,611 -63,613 -36%
3 4
5
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