NVS icon

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 %
BCP
576
Berkeley Capital Partners
Georgia
$676K -$995K -9,857 -60%
RCM
577
Radnor Capital Management
Pennsylvania
$674K +$674K +6,675 New
1832 Asset Management
578
1832 Asset Management
Ontario, Canada
$672K -$454K -4,500 -40%
JWCA
579
J.W. Cole Advisors
Florida
$664K +$12.2K +121 +2%
CRI
580
Colonial River Investments
Virginia
$661K +$661K +6,547 New
FB
581
Fulton Bank
Pennsylvania
$659K +$42.8K +424 +7%
NAM
582
NTV Asset Management
West Virginia
$655K -$31.3K -310 -5%
JWM
583
Jeppson Wealth Management
California
$654K -$40.9K -405 -6%
DA
584
Dillon & Associates
Michigan
$649K -$8.08K -80 -1%
MAA
585
Mraz Amerine & Associates
California
$649K +$4.04K +40 +0.6%
EGA
586
E&G Advisors
Texas
$646K +$10.1K +100 +2%
PA
587
Procyon Advisors
Connecticut
$643K +$643K +6,373 New
OC
588
Oarsman Capital
Wisconsin
$634K -$19.7K -195 -3%
CG
589
CFO4Life Group
Texas
$632K +$52.8K +523 +9%
WKWM
590
Walter & Keenan Wealth Management
Indiana
$628K – – –
CB
591
Cadence Bank
Mississippi
$626K -$8.07K -80 -1%
BWA
592
BDO Wealth Advisors
Florida
$620K +$8.68K +86 +1%
BFEC
593
Benjamin F. Edwards & Company
Missouri
$619K +$5.85K +58 +1%
QPBE
594
Quintet Private Bank (Europe)
Luxembourg
$616K +$10.1K +102 +2%
JWS
595
Juncture Wealth Strategies
Arizona
$615K -$10.3K -102 -2%
KFSC
596
Keystone Financial Services (Colorado)
Colorado
$611K +$303 +3 +0%
GI
597
Gradient Investments
Minnesota
$611K -$21.3K -211 -3%
SC
598
Schulhoff & Co
Ohio
$611K +$404 +4 +0.1%
TNB
599
Thomasville National Bank
Georgia
$610K -$8.07K -80 -1%
CWP
600
Cyndeo Wealth Partners
Florida
$609K -$46K -456 -7%
22 23
24
25 26