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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 %
PM
626
Penbrook Management
New York
$551K – – –
FFP
627
FourThought Financial Partners
Florida
$549K -$96.4K -955 -15%
CSPIA
628
Cary Street Partners Investment Advisory
Virginia
$548K -$163K -1,620 -23%
SIC
629
Salem Investment Counselors
North Carolina
$547K +$4.95K +49 +0.9%
MLA
630
MB, Levis & Associates
Pennsylvania
$546K – – –
CIA
631
Cohen Investment Advisors
New Hampshire
$546K +$1.62K +16 +0.3%
MIA
632
MMBG Investment Advisors
Florida
$541K – – –
FAFN
633
First Affirmative Financial Network
Colorado
$531K -$23.2K -230 -4%
CFG
634
Carr Financial Group
Massachusetts
$530K – – –
ATIA
635
American Trust Investment Advisors
New Hampshire
$521K -$19.7K -195 -4%
NCM
636
Northwest Capital Management
Oregon
$520K – – –
PWMAG
637
Pinnacle Wealth Management Advisory Group
New Jersey
$519K -$6.86K -68 -1%
FWM
638
Forza Wealth Management
Florida
$517K -$20.2K -200 -4%
BB
639
Berkshire Bank
Massachusetts
$512K +$8.88K +88 +2%
AIM
640
Alhambra Investment Management
Florida
$508K – – –
NSAM
641
North Star Asset Management
Wisconsin
$507K – – –
MSFP
642
Mark Sheptoff Financial Planning
Connecticut
$506K – – –
AIM
643
Allen Investment Management
New York
$505K – – –
HCM
644
Hall Capital Management
Rhode Island
$504K -$908 -9 -0.2%
SFO
645
Stokes Family Office
Louisiana
$503K +$108K +1,072 +27%
FAT
646
First American Trust
California
$503K +$10.7K +106 +2%
VBCG
647
Valley Brook Capital Group
Pennsylvania
$503K – – –
V
648
Veritable
Delaware
$498K +$58.1K +576 +13%
SMG
649
Smart Money Group
Texas
$498K +$60.1K +596 +14%
CCM
650
Canal Capital Management
Virginia
$495K – – –
24 25
26
27 28