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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 %
BFM
201
Boothbay Fund Management
New York
$5M 49,563 +49,563 New
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$4.99M 49,485 +2,203 +5%
LNWWM
203
Laird Norton Wetherby Wealth Management
California
$4.94M 48,970 +4,062 +9%
LIP
204
Liontrust Investment Partners
United Kingdom
$4.92M 48,742 -169,222 -78%
VPIM
205
Vanguard Personalized Indexing Management
California
$4.85M 48,070 +5,672 +13%
WT
206
Whittier Trust
California
$4.8M 47,549 -786 -2%
VAS
207
Vestmark Advisory Solutions
Massachusetts
$4.69M 46,450 -3,331 -7%
Jones Financial Companies
208
Jones Financial Companies
Missouri
$4.6M 45,625 -2,319 -5%
AOI
209
Auto-Owners Insurance
Michigan
$4.56M 45,143 – –
BFG
210
Bleakley Financial Group
New Jersey
$4.51M 44,658 -8,438 -16%
SS
211
Simplicity Solutions
Minnesota
$4.5M 44,623 -12,361 -22%
Squarepoint
212
Squarepoint
New York
$4.45M 44,064 +26,862 +156%
SAM
213
Smithbridge Asset Management
Pennsylvania
$4.43M 43,887 +1,890 +5%
YDMI
214
Y.D. More Investments
Israel
$4.42M 43,806 – –
DRD
215
Dennis R. Delaney
$4.42M 43,763 +11,092 +34%
AI
216
Atria Investments
North Carolina
$4.38M 43,465 -2,756 -6%
GMA
217
Glassy Mountain Advisors
Maryland
$4.37M 43,332 +43,332 New
NME
218
Notis-McConarty Edward
$4.34M 42,991 -250 -0.6%
GCA
219
Guardian Capital Advisors
Ontario, Canada
$4.32M 44,229 -1,624 -4%
PHS
220
Pekin Hardy Strauss
Illinois
$4.31M 42,694 -1,008 -2%
WIC
221
Woodmont Investment Counsel
Tennessee
$4.3M 42,614 -354 -0.8%
BBL
222
Beck Bode LLC
Massachusetts
$4.25M 42,311 +42,311 New
CAM
223
Carret Asset Management
New York
$4.25M 42,091 -962 -2%
BSW
224
Buckingham Strategic Wealth
Missouri
$4.15M 41,135 +29,404 +251%
HKIM
225
Hayek Kallen Investment Management
Alabama
$4.14M 41,007 +1,819 +5%
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