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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)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$68.9M
2
Morgan Stanley
Morgan Stanley
New York
$733M
3
CCMG
Clark Capital Management Group
Pennsylvania
$39.7M
4
MF
Magnetar Financial
Illinois
$33.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$26.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$138M
2
Dodge & Cox
Dodge & Cox
California
$1.66B
3
Bank of America
Bank of America
North Carolina
$504M
4
Goldman Sachs
Goldman Sachs
New York
$292M
5
Primecap Management
Primecap Management
California
$1.51B
Name Holding Trade Value Shares
Change 		Shares
Change %
P
676
Pitcairn
Pennsylvania
$452K +$70.4K +698 +18%
WT
677
Washington Trust
Rhode Island
$450K – – –
SIA
678
Sit Investment Associates
Minnesota
$449K -$244K -2,415 -35%
AWA
679
Aaron Wealth Advisors
Illinois
$449K +$94.1K +933 +27%
BFC
680
Bedel Financial Consulting
Indiana
$449K +$15.4K +153 +4%
DWM
681
Drive Wealth Management
Utah
$447K -$41.4K -410 -8%
OIA
682
OneDigital Investment Advisors
Kansas
$446K -$918K -9,099 -67%
GRP
683
Global Retirement Partners
California
$443K +$50.4K +499 +13%
CWM
684
Circle Wealth Management
New Jersey
$442K – – –
HWAM
685
Hennion & Walsh Asset Management
New Jersey
$442K +$14.8K +147 +3%
AMIM
686
Aull & Monroe Investment Management
Alabama
$441K – – –
GWM
687
GSB Wealth Management
Connecticut
$441K – – –
RCG
688
Regatta Capital Group
California
$441K +$21.1K +209 +5%
RPC
689
Rossmore Private Capital
Connecticut
$440K -$139K -1,374 -24%
IFWM
690
Institute for Wealth Management
Colorado
$437K -$16.7K -165 -4%
BB
691
Busey Bank
Illinois
$435K -$30.3K -300 -7%
IAA
692
Independent Advisor Alliance
North Carolina
$434K -$19.6K -194 -4%
CCG
693
Cypress Capital Group
Florida
$433K -$7.17K -71 -2%
STA
694
Summit Trail Advisors
New York
$430K +$72.3K +716 +20%
VCM
695
Violich Capital Management
California
$429K – – –
PWP
696
Principle Wealth Partners
Connecticut
$429K -$121K -1,200 -22%
BCM
697
Beddow Capital Management
Wyoming
$428K – – –
HSG
698
Helen Stephens Group
Texas
$428K -$1.21K -12 -0.3%
FFA
699
First Foundation Advisors
California
$427K -$42.4K -420 -9%
CIA
700
Capital Investment Advisors
Georgia
$424K -$8.58K -85 -2%
26 27
28
29 30