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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
551
Valeo Financial Advisors
Indiana
$743K +$60.8K +602 +9%
FSA
552
Fort Sheridan Advisors
Illinois
$743K +$177K +1,756 +31%
SI
553
Stephens Inc
Arkansas
$737K -$4.74K -47 -0.6%
FCH
554
Freestone Capital Holdings
Washington
$735K -$177K -1,757 -19%
AG
555
Ascent Group
Virginia
$735K -$10.1K -98 -1%
GL
556
Graypoint LLC
New York
$735K -$61.1K -605 -8%
Lazard Asset Management
557
Lazard Asset Management
New York
$728K +$74.1K +735 +11%
HI
558
Harbour Investments
Wisconsin
$726K -$28.7K -284 -4%
SRC
559
Sage Rhino Capital
California
$726K +$26.9K +267 +4%
MG
560
Mather Group
Illinois
$725K +$59.4K +589 +9%
FMWA
561
Forvis Mazars Wealth Advisors
Missouri
$725K +$263K +2,608 +57%
SPC
562
Sigma Planning Corp
Michigan
$720K -$59.4K -589 -8%
SCA
563
St. Clair Advisors
Ohio
$716K +$90.9K +901 +15%
BWP
564
BSW Wealth Partners
Colorado
$710K -$12.6K -125 -2%
DWM
565
Dakota Wealth Management
Florida
$710K -$11.2K -111 -2%
WS
566
Wedbush Securities
California
$702K -$36.6K -363 -5%
RWP
567
RWA Wealth Partners
Massachusetts
$701K +$701K +6,950 New
DWA
568
Douglass Winthrop Advisors
New York
$700K – – –
TF
569
TIAA FSB
Florida
$699K -$2.42K -24 -0.3%
JCM
570
Jacobi Capital Management
Pennsylvania
$688K +$2.73K +27 +0.4%
OFG
571
OmniStar Financial Group
North Carolina
$684K -$86.1K -854 -11%
GWA
572
GGM Wealth Advisors
Maryland
$683K +$683K +7,025 New
EFS
573
Essex Financial Services
Connecticut
$682K -$74.8K -741 -10%
PP
574
PDS Planning
Ohio
$682K +$154K +1,524 +29%
ARG
575
Advisory Resource Group
Oklahoma
$680K -$83.7K -829 -11%
21 22
23
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