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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 %
CCM
601
Coldstream Capital Management
Washington
$608K +$7.16K +71 +1%
CK
602
Cohen Klingenstein
New York
$605K – – –
BMSSC
603
B. Metzler seel. Sohn & Co
Germany
$599K +$74.3K +736 +14%
FRM
604
Fox Run Management
Connecticut
$597K +$597K +5,915 New
PAMG
605
Patton Albertson Miller Group
Tennessee
$597K -$48.4K -480 -8%
CFO
606
CVA Family Office
Colorado
$594K – – –
HJIM
607
Henry James International Management
New York
$583K – – –
MGIA
608
Moneta Group Investment Advisors
Missouri
$579K -$10.2M -5,995 -95%
CSPAM
609
Cary Street Partners Asset Management
Virginia
$578K -$73.2K -725 -11%
HIMCH
610
Hartford Investment Management Co (HIMCO)
Connecticut
$574K +$39.2K +388 +7%
RFC
611
Regions Financial Corp
Alabama
$572K -$69.7K -691 -11%
MMPW
612
Mitchell McLeod Pugh & Williams
Alabama
$571K – – –
WP
613
WealthSource Partners
California
$567K -$377K -3,731 -40%
CWM
614
Cordatus Wealth Management
Pennsylvania
$566K +$566K +5,605 New
CAL
615
Capital Analysts LLC
Pennsylvania
$564K +$130K +1,286 +30%
OBGC
616
O'Brien Greene & Co
Pennsylvania
$563K – – –
FCCM
617
First City Capital Management
Georgia
$561K -$20.2K -200 -3%
FOA
618
Five Oceans Advisors
California
$560K – – –
PF
619
Phoenix Financial
Israel
$559K +$559K +5,638 New
DJSG
620
D.J. St. Germain
Massachusetts
$558K +$558K +5,530 New
CNBT
621
Canandaigua National Bank & Trust
New York
$557K -$6.06K -60 -1%
CHAM
622
Clear Harbor Asset Management
Connecticut
$556K – – –
GG
623
Greenwood Gearhart
Arkansas
$555K -$5.58M -55,261 -91%
CWP
624
Capital Wealth Planning
Florida
$554K +$191K +1,896 +53%
PCM
625
Penserra Capital Management
California
$554K +$191K +1,896 +53%
23 24
25
26 27