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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 %
SC
426
SouthState Corp
Florida
$1.24M -$200K -1,984 -14%
SWP
427
Stratos Wealth Partners
Ohio
$1.24M -$65.4K -648 -5%
WJWM
428
Williams Jones Wealth Management
New York
$1.24M +$11.7K +116 +1%
UB
429
UMB Bank
Missouri
$1.23M -$10.9K -108 -0.9%
HKAM
430
Horizon Kinetics Asset Management
New York
$1.23M – – –
TCA
431
Transcend Capital Advisors
New Jersey
$1.22M +$17.1K +169 +1%
CNFG
432
Creegan & Nassoura Financial Group
New Hampshire
$1.21M -$65.6K -650 -5%
XF
433
XML Financial
Maryland
$1.21M -$58K -575 -5%
FHA
434
First Horizon Advisors
Tennessee
$1.21M +$10.4K +103 +0.9%
CIC
435
Carnegie Investment Counsel
Ohio
$1.21M -$2.83K -28 -0.2%
LC
436
LCNB Corp
Ohio
$1.21M +$37.6K +373 +3%
SGA
437
Strategic Global Advisors
California
$1.2M -$23.6K -234 -2%
WG
438
Welch Group
Alabama
$1.19M – – –
GSWM
439
Greenup Street Wealth Management
Michigan
$1.19M +$1.19M +11,790 New
Lido Advisors
440
Lido Advisors
California
$1.19M +$451K +4,469 +61%
QI
441
Qtron Investments
Massachusetts
$1.19M +$651K +6,454 +122%
AC
442
Abbrea Capital
California
$1.19M – – –
AWM
443
Avior Wealth Management
Nebraska
$1.18M – – –
EGM
444
Engineers Gate Manager
New York
$1.18M +$1.18M +11,656 New
WSFS
445
Wilmington Savings Fund Society
Delaware
$1.18M -$33.7K -334 -3%
MTC
446
McDaniel Terry & Co
Texas
$1.16M -$1.21K -12 -0.1%
ACM
447
Ativo Capital Management
Illinois
$1.16M -$66.9K -663 -5%
GWM
448
Greenwich Wealth Management
Connecticut
$1.16M – – –
VVP
449
Venture Visionary Partners
Ohio
$1.14M -$73.6K -729 -6%
NHT
450
New Hampshire Trust
New Hampshire
$1.14M -$7.47K -74 -0.7%
16 17
18
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