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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 %
PIM
751
Penobscot Investment Management
Massachusetts
$366K -$45.4K -450 -11%
PB
752
Pinnacle Bancorp
Nebraska
$362K -$8.68K -86 -2%
GDP
753
Great Diamond Partners
Maine
$362K +$34K +337 +10%
RRA
754
Round Rock Advisors
Connecticut
$362K – – –
RSWM
755
Robertson Stephens Wealth Management
California
$361K – – –
VPI
756
Value Partners Investments
Manitoba, Canada
$360K +$48K +475 +15%
PPC
757
Park Place Capital
Alabama
$359K -$50.3K -498 -12%
MNBTD
758
Moody National Bank Trust Division
Texas
$359K -$26.9K -267 -7%
MWM
759
Meridian Wealth Management
Kentucky
$358K +$2.22K +22 +0.6%
HCA
760
Heck Capital Advisors
Wisconsin
$358K -$8.68K -86 -2%
ACA
761
Aptus Capital Advisors
Alabama
$358K +$102K +1,014 +40%
APWM
762
Argonautica Private Wealth Management
Massachusetts
$358K +$74.4K +737 +26%
RHAM
763
Round Hill Asset Management
California
$357K – – –
RCM
764
RNC Capital Management
California
$356K -$18.3K -181 -5%
AIA
765
Angeles Investment Advisors
California
$355K – – –
CF
766
Centaurus Financial
California
$354K -$98.3K -974 -22%
CCA
767
Cravens & Co Advisors
Tennessee
$354K – – –
SWM
768
Spire Wealth Management
Virginia
$353K -$57.4K -569 -14%
SMA
769
Seven Mile Advisory
New Jersey
$351K +$351K +3,479 New
Susquehanna International Group
770
Susquehanna International Group
Pennsylvania
$350K -$1.01M -10,036 -74%
PCA
771
Prosperity Capital Advisors
Ohio
$350K +$19.4K +192 +6%
CDH
772
Charles D. Hyman
$346K – – –
DOA
773
D'Orazio & Associates
Virginia
$345K +$51.8K +513 +18%
CAG
774
Csenge Advisory Group
Florida
$344K +$344K +3,406 New
VC
775
Veracity Capital
Georgia
$343K -$101 -1 -0%
29 30
31
32 33