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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 %
BFM
526
Boston Financial Management
Massachusetts
$820K +$462K +4,578 +129%
SWA
527
Stratos Wealth Advisors
Ohio
$818K +$25.2K +250 +3%
MIC
528
Means Investment Company
Maine
$816K +$2.32K +23 +0.3%
CTC
529
Central Trust Company
Missouri
$816K +$35.8K +355 +5%
MWM
530
Mission Wealth Management
California
$810K +$605 +6 +0.1%
LDB
531
Lee, Danner & Bass
Tennessee
$805K -$3.33K -33 -0.4%
CP
532
Covenant Partners
Tennessee
$805K +$12.7K +126 +2%
EIP
533
Epoch Investment Partners
New York
$800K -$86.3K -855 -10%
BSB
534
Bangor Savings Bank
Maine
$800K +$47.9K +475 +6%
AIM
535
Anchor Investment Management
South Carolina
$796K – – –
EWA
536
EP Wealth Advisors
California
$795K +$253K +8,988 +47%
LFA
537
Legacy Financial Advisors
Kentucky
$790K +$227K +2,246 +40%
JWBC
538
J.W. Burns & Co
New York
$789K – – –
DTC
539
Davidson Trust Company
Washington
$786K +$175K +1,735 +29%
MAM
540
Marotta Asset Management
Virginia
$781K +$781K +7,741 New
RBC
541
Romano Brothers & Co
Illinois
$770K +$101 +1 +0%
AIA
542
Armor Investment Advisors
North Carolina
$769K -$67.4K -668 -8%
TWC
543
TD Waterhouse Canada
Ontario, Canada
$764K +$8.83K +86 +1%
CG
544
Colony Group
Massachusetts
$756K -$8.58K -85 -1%
IWA
545
Intercontinental Wealth Advisors
Texas
$753K +$11.9K +118 +2%
MWM
546
Modera Wealth Management
New Jersey
$753K +$323K +3,200 +75%
LF
547
Lantz Financial
Illinois
$749K -$38.7K -384 -5%
TIM
548
Thornburg Investment Management
New Mexico
$748K – – –
RA
549
Ruggaard & Associates
Ohio
$748K +$9.08K +90 +1%
VA
550
Valmark Advisers
Ohio
$747K -$20.4K -202 -3%
20 21
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