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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 %
PWLP
976
Prio Wealth Limited Partnership
Massachusetts
$209K -$20.2K -200 -9%
BAM
977
Belpointe Asset Management
Nevada
$208K -$360K -3,566 -63%
AF
978
Apexium Financial
Texas
$208K +$208K +2,061 New
ERWM
979
Elk River Wealth Management
Colorado
$208K +$208K +2,060 New
ST
980
Spinnaker Trust
Maine
$208K +$208K +2,059 New
AWA
981
Arkadios Wealth Advisors
Georgia
$207K +$207K +2,055 New
FMI
982
F/M Investments
District of Columbia
$207K +$207K +2,050 New
HBW
983
Hazlett, Burt & Watson
West Virginia
$205K +$3.92K +39 +2%
DFG
984
Delta Financial Group
New Jersey
$205K +$205K +2,028 New
BTW
985
Boston Trust Walden
Massachusetts
$203K +$203K +2,015 New
HBCM
986
Heron Bay Capital Management
Michigan
$203K +$203K +2,010 New
IIC
987
Ironwood Investment Counsel
Arizona
$202K +$202K +2,002 New
AWM
988
Axxcess Wealth Management
California
$202K +$202K +2,000 New
Empower Advisory Group
989
Empower Advisory Group
Colorado
$202K +$202K +1,997 New
PIA
990
Perennial Investment Advisors
California
$201K +$201K +1,996 New
SGK
991
Steigerwald Gordon & Koch
Virginia
$201K +$201K +1,992 New
Mitsubishi UFJ Asset Management
992
Mitsubishi UFJ Asset Management
Japan
$191K -$47.9K -475 -20%
AA
993
Addison Advisors
Vermont
$185K +$18.3K +181 +11%
HIA
994
Harbor Investment Advisory
Maryland
$179K -$12.4K -123 -6%
HWA
995
Heritage Wealth Advisors
Virginia
$170K – – –
Citadel Advisors
996
Citadel Advisors
Florida
$168K +$150K +1,487 +855%
BTI
997
Blue Trust Inc
Georgia
$161K -$99.3K -1,082 -38%
FCAG
998
First Capital Advisors Group
New Jersey
$159K +$159K +1,578 New
GIA
999
GHP Investment Advisors
Colorado
$155K – – –
DZ Bank
1000
DZ Bank
Germany
$152K -$49.1K -484 -24%
38 39
40
41 42