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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 %
TC
276
TownSquare Capital
Utah
$2.85M 28,225 +14,852 +111%
PGFC
277
Peapack-Gladstone Financial Corp
New Jersey
$2.84M 28,190 -23 -0.1%
MFFIA
278
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.84M 28,140 – –
SWK
279
Stephen W. Kidder
$2.83M 28,085 +90 +0.3%
BRWA
280
B. Riley Wealth Advisors
Florida
$2.83M 28,024 +1,833 +7%
FPCG
281
Fort Pitt Capital Group
Pennsylvania
$2.82M 27,985 +2,960 +12%
MFS
282
Mirabella Financial Services
United Kingdom
$2.81M 27,826 -33,132 -54%
LJHT
283
Laurie J. Hall Trustee
$2.8M 27,707 +5 +0%
Boston Partners
284
Boston Partners
Massachusetts
$2.79M 27,690 – –
BFG
285
Beacon Financial Group
Texas
$2.79M 28,093 -1,241 -4%
BCB
286
Brian C. Broderick
$2.78M 27,590 -360 -1%
VOYA Investment Management
287
VOYA Investment Management
Georgia
$2.77M 27,435 +17,600 +179%
AWM
288
AE Wealth Management
Kansas
$2.75M 27,295 -751 -3%
IWC
289
Integrated Wealth Concepts
Massachusetts
$2.75M 27,226 +900 +3%
FHB
290
First Hawaiian Bank
Hawaii
$2.73M 27,081 -6,762 -20%
TCM
291
Telos Capital Management
California
$2.68M 26,574 -762 -3%
API
292
Advisor Partners II
California
$2.66M 26,343 +619 +2%
SAM
293
Synergy Asset Management
Washington
$2.62M 25,944 +25,944 New
AWS
294
Atria Wealth Solutions
New York
$2.56M 25,362 +255 +1%
FFM
295
Forum Financial Management
Illinois
$2.54M 25,215 +1,374 +6%
BF
296
BOK Financial
Oklahoma
$2.54M 25,152 -2,145 -8%
STC
297
Sarah T. Connolly
$2.54M 25,141 -52 -0.2%
WTC
298
WhitTier Trust Company
Nevada
$2.53M 25,056 -244 -1%
LBC
299
Lawrence B. Cohen
$2.52M 25,014 -118 -0.5%
TAM
300
Tealwood Asset Management
Minnesota
$2.51M 24,856 -355 -1%
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