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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 %
AAM
326
Advisors Asset Management
Colorado
$2.08M 20,582 +2,819 +16%
AFM
327
Abbot Financial Management
Massachusetts
$2.06M 20,401 -96 -0.5%
Pacer Advisors
328
Pacer Advisors
Pennsylvania
$2.03M 20,156 -313,159 -94%
NB
329
NBT Bank
New York
$2.03M 20,117 -195 -1%
MPPW
330
Mitchell & Pahl Private Wealth
Oklahoma
$2.01M 19,962 +387 +2%
TCOT
331
Trust Company of Toledo
Ohio
$2.01M 19,922 -1,694 -8%
NPT
332
Nixon Peabody Trust
Massachusetts
$2.01M 19,877 -5,147 -21%
SFA
333
Sequoia Financial Advisors
Ohio
$2M 19,783 +7,895 +66%
QCM
334
Quantinno Capital Management
New York
$1.99M 19,755 +2,587 +15%
IIM
335
Ipswich Investment Management
Massachusetts
$1.98M 19,607 -1,400 -7%
SG Americas Securities
336
SG Americas Securities
New York
$1.97M 19,526 +4,230 +28%
AMG
337
Advisors Management Group
Wisconsin
$1.96M 19,424 -688 -3%
WA
338
Wambolt & Associates
Colorado
$1.96M 19,421 +742 +4%
BTWM
339
Baker Tilly Wealth Management
Wisconsin
$1.96M 19,376 +1,298 +7%
SF
340
Synovus Financial
Georgia
$1.95M 19,325 -869 -4%
VNA
341
Valley National Advisers
Pennsylvania
$1.95M 19,267 -1,009 -5%
BL
342
Balentine LLC
Georgia
$1.94M 19,226 +68 +0.4%
FAM
343
Fred Alger Management
New York
$1.92M 19,045 – –
MYIA
344
Mount Yale Investment Advisors
Colorado
$1.92M 19,012 +5,030 +36%
PNC
345
Park National Corp
Ohio
$1.9M 18,851 -679 -3%
HL
346
HeadInvest LLC
Maine
$1.88M 18,103 -543 -3%
PFO
347
Pathstone Family Office
New Jersey
$1.87M 18,661 -861 -4%
Diamond Hill Capital Management
348
Diamond Hill Capital Management
Ohio
$1.87M 18,529 -1,420 -7%
Prudential Financial
349
Prudential Financial
New Jersey
$1.86M 18,463 +5,272 +40%
SIA
350
Schechter Investment Advisors
Michigan
$1.85M 18,303 +1,971 +12%
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