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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 %
HCM
951
Hutner Capital Management
Vermont
$230K – – –
WDG
952
Wealth Dimensions Group
Ohio
$228K -$1.92K -19 -0.8%
HWM
953
Horizon Wealth Management
Illinois
$224K +$1.41K +14 +0.6%
NRC
954
New Republic Capital
North Carolina
$223K +$223K +2,213 New
SMA
955
Sage Mountain Advisors
Georgia
$222K -$3.13K -31 -1%
LNB
956
Ledyard National Bank
$222K -$10.1K -100 -4%
VWM
957
Venturi Wealth Management
Texas
$220K -$807 -8 -0.4%
FFG
958
Fortem Financial Group
California
$219K -$923K -9,149 -81%
SB
959
Strategic Blueprint
Georgia
$219K +$219K +2,175 New
CBFP
960
Cedar Brook Financial Partners
Ohio
$218K +$218K +2,158 New
VAM
961
Verity Asset Management
North Carolina
$217K -$11.1K -110 -5%
MGWM
962
Marks Group Wealth Management
Minnesota
$216K +$216K +2,137 New
MA
963
MONECO Advisors
Connecticut
$216K +$216K +2,137 New
GWM
964
Gitterman Wealth Management
New Jersey
$214K -$10.7K -106 -5%
IA
965
IFP Advisors
Florida
$214K -$99.6K -987 -32%
DI
966
DFPG Investments
Utah
$214K +$214K +2,070 New
CG
967
Clarus Group
Texas
$213K +$213K +2,114 New
TFCP
968
Twin Focus Capital Partners
Massachusetts
$213K -$54.6K -541 -20%
Koshinski Asset Management
969
Koshinski Asset Management
Illinois
$212K -$74.5K -738 -26%
BIA
970
Barry Investment Advisors
Massachusetts
$211K +$211K +2,095 New
DCBT
971
Dakota Community Bank & Trust
North Dakota
$211K -$13.3K -132 -6%
PWA
972
Physician Wealth Advisors
Utah
$211K -$64.4K -652 -23%
RIA
973
Realta Investment Advisors
Delaware
$210K +$210K +2,077 New
USB
974
Union Savings Bank
Connecticut
$209K +$209K +1,993 New
IAIM
975
International Assets Investment Management
Florida
$209K +$209K +2,072 New
37 38
39
40 41