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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 %
MIM
776
Merrion Investment Management
New Jersey
$343K – – –
MSS
777
Mitchell Sinkler & Starr
Pennsylvania
$343K – – –
GT
778
Glenview Trust
Kentucky
$343K – – –
BIA
779
Benchmark Investment Advisors
Illinois
$341K -$19.8K -196 -5%
AAS
780
Ameritas Advisory Services
Nebraska
$340K -$656K -6,921 -66%
RWA
781
Ropes Wealth Advisors
Massachusetts
$340K -$57.5K -570 -14%
PSFG
782
Prairie Sky Financial Group
Illinois
$338K +$338K +3,350 New
ISWM
783
Independent Solutions Wealth Management
New York
$337K +$337K +3,342 New
KCM
784
Kanawha Capital Management
Virginia
$337K – – –
AWA
785
Arete Wealth Advisors
Illinois
$336K -$17K -169 -5%
WCF
786
West Coast Financial
California
$336K – – –
IAS
787
Insigneo Advisory Services
Florida
$335K +$335K +3,320 New
ICG
788
InterOcean Capital Group
Tennessee
$335K +$5.85K +58 +2%
HFM
789
Hartford Funds Management
Pennsylvania
$334K +$38.7K +384 +13%
ST
790
Smithfield Trust
Pennsylvania
$334K -$151K -1,500 -31%
IPW
791
Inlet Private Wealth
Florida
$334K – – –
AA
792
Argent Advisors
Louisiana
$333K – – –
GFS
793
GYL Financial Synergies
Connecticut
$330K +$330K +3,273 New
AA
794
Ancora Advisors
Ohio
$330K -$7.16K -71 -2%
PWAM
795
Pinnacle West Asset Management
Wyoming
$330K -$12.6K -125 -4%
CCM
796
Crew Capital Management
Ohio
$330K – – –
BFW
797
Brady Family Wealth
Missouri
$329K – – –
FLI
798
Family Legacy Inc
South Carolina
$328K – – –
PMA
799
Prudent Man Advisors
Illinois
$327K – – –
SSWM
800
Smith Salley Wealth Management
North Carolina
$327K +$33.1K +328 +11%
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