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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 %
VFA
476
Voya Financial Advisors
Connecticut
$1.03M -$47.3K -476 -4%
CGL
477
Clarius Group LLC
Washington
$1.03M +$47.7K +473 +5%
EFMC
478
Empire Financial Management Company
New York
$1.02M -$37.6K -373 -4%
HCMT
479
Highland Capital Management (Tennessee)
Tennessee
$1.02M -$20.2K -200 -2%
LP
480
LMR Partners
United Kingdom
$1.01M +$1.01M +10,000 New
NRS
481
Neville Rodie & Shaw
New York
$1M – – –
NHC
482
Nicholas Hoffman & Company
Georgia
$1M +$27.9K +276 +3%
FIM
483
Freedom Investment Management
Connecticut
$1,000K -$132K -1,313 -12%
SWS
484
SYSTM Wealth Solutions
Illinois
$999K -$12.1K -120 -1%
NWM
485
Northcape Wealth Management
New York
$994K -$12.8K -127 -1%
SB
486
Simmons Bank
Arkansas
$992K -$12.1K -120 -1%
BCM
487
Becker Capital Management
Oregon
$984K -$5.05K -50 -0.5%
DMC
488
Drexel Morgan & Co
Pennsylvania
$981K – – –
SN
489
Sittner & Nelson
Oregon
$980K -$396K -3,923 -29%
BSAM
490
Blue Square Asset Management
New York
$978K +$190K +1,878 +24%
HA
491
Hamel Associates
New Jersey
$973K – – –
MAM
492
Mystic Asset Management
Rhode Island
$957K -$1.01K -10 -0.1%
TPCW
493
TD Private Client Wealth
New York
$953K +$5.45K +54 +0.6%
NP
494
Nilsine Partners
Colorado
$952K +$5.85K +58 +0.6%
JFA
495
JNBA Financial Advisors
Minnesota
$941K -$51.1K -506 -5%
HIC
496
Holderness Investments Company
North Carolina
$939K +$31.3K +310 +3%
ABC
497
Associated Banc-Corp
Wisconsin
$937K -$7.87K -78 -0.8%
VIA
498
Vident Investment Advisory
Georgia
$936K +$151K +1,494 +19%
Luther King Capital Management (LKCM)
499
Luther King Capital Management (LKCM)
Texas
$921K -$147K -1,457 -14%
BMC
500
Beaton Management Company
Massachusetts
$895K – – –
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