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Novartis
NVS

Overview Fund Activity

1,180 hedge funds and large institutions have $15.2B invested in Novartis in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 353 increasing their positions, 498 reducing their positions, and 73 closing their positions.

Holders
1,180
Holders Change
-2
Holders Change %
-0.17%
% of All Funds
18.89%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
97
Increased
353
Reduced
498
Closed
73
Calls
$564M
Puts
$226M
Net Calls
+$338M
Net Calls Change
-$119M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$427M
2
Bank of America
2
Bank of America
North Carolina
$700M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$167M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$113M
5
Millennium Management
5
Millennium Management
New York
$87.1M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$608M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$16.3M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$49M
4
Primecap Management
4
Primecap Management
California
$1.51B
5
MSE
5
MUFG Securities EMEA
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$1.87B 20,312,680 -438,692 -2%
Primecap Management
2
Primecap Management
California
$1.51B 16,427,035 -767,845 -4%
Bank of America
3
Bank of America
North Carolina
$700M 7,604,681 +1,235,303 +19%
Franklin Resources
4
Franklin Resources
California
$642M 6,982,292 +279,999 +4%
Morgan Stanley
5
Morgan Stanley
New York
$609M 6,614,466 +126,270 +2%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$608M 6,607,149 -4,338,849 -40%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$568M 6,173,671 +180,186 +3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$447M 4,854,485 +78 +0%
Goldman Sachs
9
Goldman Sachs
New York
$427M 4,645,379 +2,768,876 +148%
Charles Schwab
10
Charles Schwab
California
$384M 4,462,383 -106,331 -2%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$332M 3,610,783 -322,510 -8%
CCM
12
Cullen Capital Management
New York
$318M 3,460,003 +672,290 +24%
Renaissance Technologies
13
Renaissance Technologies
New York
$280M 3,047,444 -373,526 -11%
Principal Financial Group
14
Principal Financial Group
Iowa
$251M 2,730,347 +264,310 +11%
Northern Trust
15
Northern Trust
Illinois
$233M 2,536,550 +2,810 +0.1%
Wells Fargo
16
Wells Fargo
California
$199M 2,160,711 +12,795 +0.6%
UBS Group
17
UBS Group
Switzerland
$173M 1,885,082 -199,411 -10%
State Street
18
State Street
Massachusetts
$173M 1,878,471 -9,886 -0.5%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$167M 1,811,347 +1,105,547 +157%
MNG
20
Manning & Napier Group
New York
$162M 1,759,630 +1,531 +0.1%
SI
21
Scharf Investments
California
$150M 1,625,975 +50,682 +3%
BlackRock
22
BlackRock
New York
$149M 1,618,041 +85,903 +6%
Marshall Wace
23
Marshall Wace
United Kingdom
$122M 1,326,156 +511,869 +63%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$113M 8,461,446 +7,085,365 +515%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$110M 420,199 +8,523 +2%
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