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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
176
Dearborn Partners
Illinois
$6.39M 63,308 +225 +0.4%
BBHC
177
Brown Brothers Harriman & Co
New York
$6.32M 62,638 -1,100 -2%
PA
178
Pinnacle Associates
New York
$6.31M 62,505 -1,266 -2%
KAS
179
Kestra Advisory Services
Texas
$6.31M 62,482 +30,130 +93%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$6.19M 61,311 -5,025 -8%
NPA
181
Nichols & Pratt Advisers
Massachusetts
$6.18M 61,229 -56,952 -48%
RG
182
Rathbones Group
United Kingdom
$6.12M 60,604 -1,138 -2%
SFM
183
Sphera Funds Management
Israel
$6.05M 60,000 – –
New York State Common Retirement Fund
184
New York State Common Retirement Fund
New York
$5.98M 59,283 -15,928 -21%
Millennium Management
185
Millennium Management
New York
$5.97M 59,154 -888,068 -94%
TCOV
186
Trust Company of Vermont
Vermont
$5.96M 59,106 -2,679 -4%
Mirae Asset Global Investments
187
Mirae Asset Global Investments
South Korea
$5.9M 58,505 +30,301 +107%
NCM
188
Narwhal Capital Management
Georgia
$5.54M 54,895 -278 -0.5%
GCM
189
Garland Capital Management
Washington
$5.53M 54,785 +900 +2%
NAM
190
NorthCrest Asset Manangement
Minnesota
$5.47M 54,236 -97 -0.2%
FT
191
Fiduciary Trust
Massachusetts
$5.41M 53,573 -1,751 -3%
WLPWM
192
Walled Lake Planning & Wealth Management
Illinois
$5.38M 53,299 +218 +0.4%
CAM
193
Cresset Asset Management
Illinois
$5.36M 53,075 +32,816 +162%
PSC
194
Prentiss Smith & Co
Vermont
$5.3M 52,492 -157 -0.3%
First Manhattan
195
First Manhattan
New York
$5.27M 52,233 -146,649 -74%
BWP
196
Baldwin Wealth Partners
Massachusetts
$5.26M 52,156 -579 -1%
MVIP
197
Mar Vista Investment Partners
California
$5.22M 51,675 +14 +0%
Deutsche Bank
198
Deutsche Bank
Germany
$5.15M 51,000 +45,066 +759%
PAI
199
Pittenger & Anderson Inc
Nebraska
$5.13M 50,820 – –
CWG
200
Cornerstone Wealth Group
North Carolina
$5.08M 50,380 -1,130 -2%
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