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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FIA
401
Foundations Investment Advisors
Arizona
$1.4M +$279K +2,767 +25%
DWT
402
Dorsey & Whitney Trust
South Dakota
$1.39M +$265K +2,624 +23%
AIA
403
AIMZ Investment Advisors
California
$1.39M -$20.2K -200 -1%
WEG
404
World Equity Group
Illinois
$1.37M -$14.4M -142,712 -91%
MIP
405
Marietta Investment Partners
Wisconsin
$1.35M +$1.35M +13,382 New
ECM
406
Evergreen Capital Management
Washington
$1.34M +$155K +1,535 +13%
TD Asset Management
407
TD Asset Management
Ontario, Canada
$1.33M -$56.1K -556 -4%
CA
408
Cetera Advisors
Colorado
$1.32M +$3.03K +30 +0.2%
PFS
409
Prospera Financial Services
Texas
$1.32M +$204K +2,018 +18%
BFO
410
Boston Family Office
Massachusetts
$1.32M -$182K -1,803 -12%
PFM
411
Privium Fund Management
Netherlands
$1.32M – – –
BEAM
412
Baker Ellis Asset Management
Washington
$1.31M -$10.1K -100 -0.8%
CPA
413
Court Place Advisors
Maryland
$1.31M -$33.3K -330 -2%
LFAS
414
Level Four Advisory Services
Texas
$1.3M +$185K +1,838 +17%
AP
415
Americana Partners
Texas
$1.3M -$193K -1,909 -13%
BCFD
416
Boit C.F. David
$1.29M – – –
Acadian Asset Management
417
Acadian Asset Management
Massachusetts
$1.29M +$1.29M +12,800 New
EI
418
Ellevest Inc
New York
$1.29M +$132K +1,312 +11%
DM
419
Delphi Management
Massachusetts
$1.28M +$1.28M +12,721 New
AL
420
Arnhold LLC
New York
$1.28M – – –
EAM
421
Eagle Asset Management
Florida
$1.27M +$336K +3,328 +36%
WOC
422
West Oak Capital
California
$1.27M – – –
CCIA
423
Campbell & Co Investment Adviser
Maryland
$1.27M +$533K +5,284 +72%
MA
424
Mutual Advisors
Nebraska
$1.26M +$326K +3,232 +35%
CIA
425
Choate Investment Advisors
Massachusetts
$1.25M +$50.9K +504 +4%
15 16
17
18 19