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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 %
KGC
451
Kennon-Green & Company
Ohio
$1.13M -$17.4K -172 -2%
BCM
452
Brookstone Capital Management
Illinois
$1.12M -$512K -5,409 -31%
BPA
453
Beacon Pointe Advisors
California
$1.12M +$207K +2,053 +23%
AWC
454
Abundance Wealth Counselors
Pennsylvania
$1.12M +$1.61K +16 +0.1%
BCM
455
BTC Capital Management
Iowa
$1.12M -$14.4K -143 -1%
Barclays
456
Barclays
United Kingdom
$1.11M +$1.05M +10,446 +1,964%
IB
457
Intrust Bank
Kansas
$1.09M +$32.4K +321 +3%
TNA
458
True North Advisors
Texas
$1.09M -$533K -5,283 -33%
KIA
459
KCM Investment Advisors
California
$1.09M -$61.7K -611 -5%
CA
460
Cambridge Advisors
Nebraska
$1.09M -$93.3K -925 -8%
AAM
461
AR Asset Management
California
$1.09M – – –
CCM
462
Chilton Capital Management
Texas
$1.08M -$3.23K -32 -0.3%
KIA
463
KLR Investment Advisors
Rhode Island
$1.08M +$345K +3,419 +47%
PVI
464
Pine Valley Investments
New Jersey
$1.08M +$1.08M +10,713 New
SSI
465
Scott & Selber Inc
Texas
$1.07M -$2.62K -26 -0.2%
SAM
466
Silvercrest Asset Management
New York
$1.06M -$52.1K -516 -5%
BP
467
Ballentine Partners
Massachusetts
$1.06M +$242K +2,403 +30%
MFA
468
Mayflower Financial Advisors
Massachusetts
$1.05M -$8.78K -87 -0.8%
FAIM
469
Financial Advocates Investment Management
Washington
$1.05M -$1.51K -15 -0.1%
TCOO
470
Trust Company of Oklahoma
Oklahoma
$1.04M -$8.58K -85 -0.8%
KIC
471
Kensington Investment Counsel
California
$1.04M +$71.3K +707 +7%
FFWA
472
FRG Family Wealth Advisors
Washington
$1.04M – – –
KCM
473
Kathmere Capital Management
Pennsylvania
$1.04M +$76.2K +755 +8%
CI
474
CX Institutional
Indiana
$1.03M -$9.39K -93 -0.9%
BIAS
475
Beacon Investment Advisory Services
New Jersey
$1.03M +$62.9K +623 +6%
17 18
19
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