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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 %
CM
151
Caption Management
Oklahoma
$8.24M 81,700 +81,700 New
MCM
152
Mengis Capital Management
Oregon
$8.24M 81,693 -175 -0.2%
LOPW
153
Live Oak Private Wealth
North Carolina
$8.19M 81,121 -365 -0.4%
OMC
154
Old Mission Capital
Illinois
$8.14M 80,686 +22,794 +39%
OCAM
155
Onex Canada Asset Management
Ontario, Canada
$8.14M 80,648 +19,020 +31%
CCM
156
Cohen Capital Management
California
$8.09M 80,148 – –
MJP
157
Michael J. Puzo
$8.07M 79,985 +224 +0.3%
FPTW
158
Franklin, Parlapiano, Turner & Welch
Texas
$7.92M 78,513 -1,900 -2%
HFRG
159
Houlihan Financial Resource Group
Virginia
$7.85M 78,450 +76,250 +3,466%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$7.75M 76,834 +5,195 +7%
TG
161
TCW Group
California
$7.69M 76,243 -17 -0%
EVM
162
Evelyn V. Moreno
$7.54M 74,759 -842 -1%
BS
163
Banco Santander
Spain
$7.5M 74,319 -9,890 -12%
ECM
164
ExodusPoint Capital Management
New York
$7.44M 73,754 -96,940 -57%
WF
165
Welch & Forbes
Massachusetts
$7.4M 73,307 -1,713 -2%
JFL
166
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.3M 72,363 -8,466 -10%
OCM
167
Osterweis Capital Management
California
– – – –
ACM
168
Altrius Capital Management
North Carolina
$7.12M 70,534 -728 -1%
TNBTD
169
Trustmark National Bank Trust Department
Mississippi
$6.99M 69,246 +4,987 +8%
CAN
170
Cetera Advisor Networks
California
$6.94M 68,805 +6,451 +10%
RWM
171
Ritholtz Wealth Management
New York
$6.92M 68,598 +7,782 +13%
CNB
172
Camden National Bank
Maine
$6.81M 67,527 -1,174 -2%
CCB
173
Country Club Bank
Missouri
$6.6M 66,452 -3,050 -4%
TCCM
174
Timber Creek Capital Management
Massachusetts
$6.6M 65,372 -161 -0.2%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$6.41M 63,511 +1,021 +2%
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