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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.

Holders
1,200
Holders Change
+20
Holders Change %
+1.69%
% of All Funds
18.93%
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)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$68.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$733M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$39.7M
4
MF
4
Magnetar Financial
Illinois
$33.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$26.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$138M
2
Dodge & Cox
2
Dodge & Cox
California
$1.66B
3
Bank of America
3
Bank of America
North Carolina
$504M
4
Goldman Sachs
4
Goldman Sachs
New York
$292M
5
Primecap Management
5
Primecap Management
California
$1.51B
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
1001
Avalon Trust
New Mexico
$151K – – –
HBT
1002
Hills Bank & Trust
Iowa
$144K -$22.1K -219 -13%
PSB
1003
Piscataqua Savings Bank
New Hampshire
$144K – – –
BNP Paribas Financial Markets
1004
BNP Paribas Financial Markets
France
$144K -$2.12K -21 -1%
AWM
1005
AllSquare Wealth Management
New York
$143K – – –
KFS
1006
Kelly Financial Services
Massachusetts
$142K – – –
NSIM
1007
North Star Investment Management
Illinois
$139K – – –
RI
1008
Ridgewood Investments
New Jersey
$139K -$10.4K -103 -7%
FNBOSM
1009
First National Bank of South Miami
Florida
$138K – – –
HWA
1010
HHM Wealth Advisors
Tennessee
$132K -$2.62K -26 -2%
GWSG
1011
GPS Wealth Strategies Group
Colorado
$129K +$5.65K +56 +5%
GWS
1012
Glassman Wealth Services
Virginia
$129K +$2.22K +22 +2%
MHR
1013
Matthew Hamilton Rosenberg
$128K +$202 +2 +0.2%
ANBT
1014
American National Bank & Trust
Texas
$127K – – –
JWA
1015
JFS Wealth Advisors
Pennsylvania
$127K -$8.78K -87 -6%
MMG
1016
Monetary Management Group
Missouri
$127K – – –
LWANC
1017
Laurel Wealth Advisors (North Carolina)
North Carolina
$126K – – –
FP
1018
Financial Perspectives
Minnesota
$124K – – –
AAP
1019
Arax Advisory Partners
Colorado
$124K +$9.18K +91 +8%
JWM
1020
Janiczek Wealth Management
Colorado
$122K +$7.77K +77 +7%
TJHA
1021
Thomas J. Herzfeld Advisors
Florida
$121K – – –
CFG
1022
CKW Financial Group
Hawaii
$121K – – –
TC
1023
Tacita Capital
Ontario, Canada
$121K – – –
FPB
1024
First PREMIER Bank
South Dakota
$120K -$65.5K -650 -35%
ZB
1025
Zions Bancorporation
Utah
$115K -$7.77K -77 -6%
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