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Novartis
NVS

Overview Fund Activity

1,221 hedge funds and large institutions have $15.1B invested in Novartis in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 374 increasing their positions, 448 reducing their positions, and 60 closing their positions.

Holders
1,221
Holders Change
+21
Holders Change %
+1.75%
% of All Funds
19.47%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
96
Increased
374
Reduced
448
Closed
60
Calls
$253M
Puts
$270M
Net Calls
-$16.3M
Net Calls Change
-$401M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$186M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$209M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$143M
4
MF
4
Magnetar Financial
Illinois
$81.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$269M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$18.5M
2
Primecap Management
2
Primecap Management
California
$1.49B
3
Twin Tree Management
3
Twin Tree Management
Texas
$1.55M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$20.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$711M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$1.66B 16,264,221 -142,892 -0.9%
Primecap Management
2
Primecap Management
California
$1.49B 14,595,152 -415,523 -3%
Morgan Stanley
3
Morgan Stanley
New York
$711M 6,977,833 -287,598 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$639M 6,273,886 +16,543 +0.3%
Franklin Resources
5
Franklin Resources
California
$633M 6,211,092 +27,546 +0.4%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$618M 6,066,617 -248,393 -4%
Bank of America
7
Bank of America
North Carolina
$529M 5,197,729 +202,744 +4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$478M 4,691,916 -60,036 -1%
Charles Schwab
9
Charles Schwab
California
$416M 4,383,849 -28,592 -0.6%
Goldman Sachs
10
Goldman Sachs
New York
$283M 2,774,357 -123,107 -4%
CCM
11
Cullen Capital Management
New York
$277M 2,714,809 -81,081 -3%
Renaissance Technologies
12
Renaissance Technologies
New York
$269M 2,636,845 +282,000 +12%
Principal Financial Group
13
Principal Financial Group
Iowa
$259M 2,539,265 +51,391 +2%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$258M 2,532,937 -68,329 -3%
Northern Trust
15
Northern Trust
Illinois
$221M 2,167,357 -62,739 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$209M 2,049,901 +686,847 +50%
Wells Fargo
17
Wells Fargo
California
$205M 2,009,179 -53,871 -3%
UBS Group
18
UBS Group
Switzerland
$189M 1,856,657 +58,406 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$186M 1,827,263 +1,144,307 +168%
State Street
20
State Street
Massachusetts
$179M 1,756,514 -34,349 -2%
BlackRock
21
BlackRock
New York
$176M 1,723,936 -1,071 -0.1%
SI
22
Scharf Investments
California
$145M 1,425,745 -75,341 -5%
Fisher Asset Management
23
Fisher Asset Management
Washington
$143M 1,408,212 +544,682 +63%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$124M 1,221,589 +36,269 +3%
MNG
25
Manning & Napier Group
New York
$109M 1,069,193 -16,638 -2%
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