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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 %
RPSA
376
Richard P. Slaughter Associates
Texas
$1.6M 15,826 -539 -3%
PG
377
Patten Group
Tennessee
$1.59M 15,792 – –
SW
378
SVB Wealth
Massachusetts
$1.58M 15,631 -199 -1%
SFG
379
SevenBridge Financial Group
Pennsylvania
$1.57M 15,537 -228 -1%
CT
380
Coastline Trust
Rhode Island
$1.56M 15,481 -697 -4%
NAMP
381
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.55M 15,325 – –
SSB
382
Sandy Spring Bank
Maryland
$1.54M 15,307 -1,254 -8%
SCA
383
Snowden Capital Advisors
New York
$1.54M 15,291 -1,070 -7%
RIL
384
Rothschild Investment LLC
Illinois
$1.54M 15,258 -1,003 -6%
ADMI
385
Albert D. Mason Inc
Massachusetts
$1.51M 14,981 -437 -3%
ACS
386
Archford Capital Strategies
Illinois
$1.51M 14,494 -217 -1%
CG
387
Caprock Group
Idaho
$1.5M 14,887 +2,136 +17%
AWP
388
Ascent Wealth Partners
New York
$1.49M 14,734 +867 +6%
AWM
389
Aberdeen Wealth Management
Illinois
$1.48M 14,640 – –
GC
390
Guggenheim Capital
Illinois
$1.47M 14,614 -1,337 -8%
AAS
391
Avantax Advisory Services
Texas
$1.47M 14,545 -9,044 -38%
CS
392
Comerica Securities
Michigan
$1.47M 14,531 -298 -2%
IEFM
393
IQ EQ Fund Management
Ireland
$1.46M 14,467 – –
MIM
394
Marco Investment Management
Georgia
$1.46M 14,432 -878 -6%
ONB
395
Old National Bancorp
Indiana
$1.44M 14,273 +1,321 +10%
TC
396
Telemus Capital
Michigan
$1.44M 14,241 -762 -5%
RJT
397
Raymond James Trust
Florida
$1.44M 14,225 -861 -6%
QCG
398
Quadrant Capital Group
Ohio
$1.42M 14,112 -128 -0.9%
PFS
399
Physicians Financial Services
North Carolina
$1.42M 14,083 +100 +0.7%
KPWS
400
Kestra Private Wealth Services
Texas
$1.42M 14,033 +6,182 +79%
14 15
16
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