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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 %
PJSIMP
926
P.J. Schmidt Investment Management (PJS)
Wisconsin
$241K – – –
LSA
927
Lion Street Advisors
Texas
$239K +$4.55K +55 +2%
BFC
928
Blue Fin Capital
Rhode Island
$239K – – –
EWA
929
EverSource Wealth Advisors
Alabama
$239K +$40.7K +403 +21%
CIC
930
Chilton Investment Company
Connecticut
$238K +$238K +2,361 New
ACP
931
Aveo Capital Partners
Colorado
$238K -$322K -3,195 -58%
VCWA
932
Vanguard Capital Wealth Advisors
Colorado
$238K – – –
EL
933
Essex LLC
Illinois
$237K – – –
GFG
934
Goldstone Financial Group
Illinois
$237K -$6.56K -65 -3%
GLA
935
Good Life Advisors
Pennsylvania
$237K +$706 +7 +0.3%
CC
936
Courier Capital
New York
$237K -$111K -1,097 -32%
CIC
937
Crawford Investment Counsel
Georgia
$237K +$10.5K +104 +5%
SXL
938
Summit X LLC
Missouri
$237K +$8.68K +86 +4%
SAG
939
SageView Advisory Group
California
$236K -$28K -277 -11%
GWANC
940
Guardian Wealth Advisors (North Carolina)
North Carolina
$236K -$3.43K -34 -1%
CBT
941
CoreFirst Bank & Trust
Kansas
$235K – – –
KCFA
942
Key Client Fiduciary Advisors
New Jersey
$235K – – –
9WM
943
9258 Wealth Management
Ohio
$234K -$1.62K -16 -0.7%
MW
944
Marcum Wealth
Ohio
$234K -$42.2K -418 -15%
TF
945
Tompkins Financial
New York
$233K -$33.7K -334 -13%
SW
946
SteelPeak Wealth
California
$232K +$232K +2,300 New
VCM
947
Vigilant Capital Management
Maine
$232K +$8.56K +85 +4%
MSFS
948
Main Street Financial Solutions
Pennsylvania
$232K -$12K -119 -5%
HH
949
HWG Holdings
Texas
$231K +$231K +2,290 New
MCM
950
Mattern Capital Management
Colorado
$231K +$231K +2,286 New
36 37
38
39 40