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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 %
UCFA
126
United Capital Financial Advisors
Texas
$11.5M 113,555 -10,306 -8%
FGP
127
Foyston, Gordon, & Payne
Ontario, Canada
$11.4M 113,042 +83,712 +285%
ISL
128
Ingalls & Snyder LLC
New York
$10.9M 107,538 +1,512 +1%
FVWA
129
Foster Victor Wealth Advisors
South Carolina
$10.8M 109,057 -9,846 -8%
T. Rowe Price Associates
130
T. Rowe Price Associates
Maryland
$10.8M 106,676 +9,174 +9%
BG
131
Bahl & Gaynor
Ohio
$10.7M 106,308 +3 +0%
IHAM
132
Integral Health Asset Management
New York
$10.4M 103,000 +103,000 New
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$10.3M 102,169 +10,151 +11%
EI
134
Ethic Inc
New York
$10M 99,491 -1,612 -2%
CSIC
135
Clifford Swan Investment Counsel
California
$9.87M 97,788 -304 -0.3%
FWIA
136
Fort Washington Investment Advisors
Ohio
$9.81M 97,182 -396 -0.4%
USCWA
137
U.S. Capital Wealth Advisors
Texas
$9.71M 96,190 -3,600 -4%
TBC
138
Tweedy, Browne Co
Connecticut
$9.69M 96,056 -1,772 -2%
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.52M 94,344 -499 -0.5%
AAIM
140
American Assets Investment Management
California
$9.45M 93,610 – –
TBA
141
Tower Bridge Advisors
Pennsylvania
$9.41M 93,209 -12,440 -12%
CSS
142
Cubist Systematic Strategies
Connecticut
$9.33M 92,457 +91,057 +6,504%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$9.31M 92,237 -3,071 -3%
GF
144
Gabelli Funds
New York
$9.03M 89,500 – –
William Blair & Company
145
William Blair & Company
Illinois
$8.78M 86,983 -1,781 -2%
MML Investors Services
146
MML Investors Services
Massachusetts
$8.74M 86,644 +14,076 +19%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$8.45M 83,727 +29,488 +54%
MGIA
148
Matthew Goff Investment Advisor
Texas
$8.44M 83,673 +1,508 +2%
ZAM
149
Zevin Asset Management
Massachusetts
$8.41M 83,343 +805 +1%
IHL
150
Investment House LLC
California
$8.33M 82,515 -1,720 -2%
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