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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
18.92%
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 %
1IA
501
1620 Investment Advisors
Massachusetts
$892K +$11.2K +111 +1%
PA
502
Parallel Advisors
California
$889K +$76.9K +762 +9%
LNC
503
Lincoln National Corp
Pennsylvania
$886K +$69.5K +689 +9%
Wolverine Trading
504
Wolverine Trading
Illinois
$877K -$130K -1,306 -13%
FANJ
505
Financial Architects (New Jersey)
New Jersey
$876K -$12.9K -128 -1%
QP
506
Quilter Plc
United Kingdom
$873K -$14.9K -15 -2%
MCM
507
Mill Capital Management
North Carolina
$864K – – –
AWE
508
Avidian Wealth Enterprises
Texas
$862K +$36.2K +359 +4%
FDCDDQ
509
Federation des caisses Desjardins du Quebec
Quebec, Canada
$856K -$7.27K -72 -0.8%
BDS
510
Banco de Sabadell
Florida
$854K -$4.44K -44 -0.5%
CA
511
Continuum Advisory
Idaho
$853K +$70.3K +697 +9%
WFI
512
West Family Investments
California
$848K +$56.7K +562 +7%
HH
513
Hilltop Holdings
Texas
$841K +$78.9K +782 +10%
FLPIM
514
F.L. Putnam Investment Management
Massachusetts
$840K +$263K +2,606 +46%
LOIM
515
Liberty One Investment Management
Illinois
$838K -$223K -2,208 -21%
DCM
516
DGS Capital Management
New Jersey
$836K -$13.9K -138 -2%
MA
517
Montag & Associates
Georgia
$834K +$9.99K +99 +1%
JDR
518
Jay D. Rosenbaum
$833K +$30.9K +306 +4%
LWCFA
519
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$832K -$63.1K -625 -7%
KFC
520
Klingenstein Fields & Co
New York
$832K – – –
KWM
521
Kingsview Wealth Management
Oregon
$824K +$109K +1,077 +15%
GIA
522
Gladstone Institutional Advisory
Florida
$824K -$6.46K -64 -0.8%
EWM
523
Elmwood Wealth Management
California
$822K -$51.1K -506 -6%
CHP
524
Cable Hill Partners
Oregon
$822K +$73.8K +731 +10%
CAM
525
Cypress Asset Management
Texas
$820K -$15.1K -150 -2%
19 20
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