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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 %
Dodge & Cox
1
Dodge & Cox
California
$1.66B 16,407,113 -3,905,567 -19%
Primecap Management
2
Primecap Management
California
$1.51B 15,010,675 -1,416,360 -9%
Morgan Stanley
3
Morgan Stanley
New York
$733M 7,265,431 +650,965 +10%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$637M 6,315,010 -292,139 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$631M 6,257,343 +83,672 +1%
Franklin Resources
6
Franklin Resources
California
$624M 6,183,546 -798,746 -11%
Bank of America
7
Bank of America
North Carolina
$504M 4,994,985 -2,609,696 -34%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$480M 4,751,952 -102,533 -2%
Charles Schwab
9
Charles Schwab
California
$417M 4,412,441 -49,942 -1%
Goldman Sachs
10
Goldman Sachs
New York
$292M 2,897,464 -1,747,915 -38%
CCM
11
Cullen Capital Management
New York
$282M 2,795,890 -664,113 -19%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$262M 2,601,266 -1,009,517 -28%
Principal Financial Group
13
Principal Financial Group
Iowa
$251M 2,487,874 -242,473 -9%
Renaissance Technologies
14
Renaissance Technologies
New York
$238M 2,354,845 -692,599 -23%
Northern Trust
15
Northern Trust
Illinois
$225M 2,230,096 -306,454 -12%
Wells Fargo
16
Wells Fargo
California
$208M 2,063,050 -97,661 -5%
UBS Group
17
UBS Group
Switzerland
$181M 1,798,251 -86,831 -5%
State Street
18
State Street
Massachusetts
$181M 1,790,863 -87,608 -5%
BlackRock
19
BlackRock
New York
$174M 1,725,007 +106,966 +7%
SI
20
Scharf Investments
California
$151M 1,501,086 -124,889 -8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$138M 1,363,054 -7,098,392 -84%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$120M 1,185,320 +76,113 +7%
MNG
23
Manning & Napier Group
New York
$110M 1,085,831 -673,799 -38%
Sanders Capital
24
Sanders Capital
Florida
$108M 1,072,710 -57,820 -5%
Marshall Wace
25
Marshall Wace
United Kingdom
$105M 1,042,312 -283,844 -21%
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