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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 %
WP
1026
WealthPLAN Partners
Nebraska
$111K – – –
EWM
1027
Evermay Wealth Management
Virginia
$109K +$47.1K +467 +77%
CA
1028
Crewe Advisors
Utah
$108K -$20.5K -203 -16%
DSC
1029
Duncker Streett & Co
Missouri
$107K – – –
WB
1030
Webster Bank
Connecticut
$103K – – –
FCA
1031
FinTrust Capital Advisors
South Carolina
$102K – – –
SAG
1032
Spotlight Asset Group
Illinois
$101K +$101K +1,001 New
BCM
1033
Blume Capital Management
California
$101K – – –
FWM
1034
Focused Wealth Management
New York
$95.8K – – –
GBT
1035
Grove Bank & Trust
Florida
$95.3K -$505 -5 -0.5%
OIA
1036
Optimum Investment Advisors
Illinois
$94.9K – – –
CNBTD
1037
Citizens National Bank Trust Department
Mississippi
$93.3K – – –
BLC
1038
Brown, Lisle/Cummings
Rhode Island
$89.6K – – –
SS
1039
Sunbelt Securities
Texas
$88.6K – – –
CSWM
1040
Cassady Schiller Wealth Management
Ohio
$88.4K – – –
CFS
1041
CGC Financial Services
Oregon
$88K +$88K +872 New
TFP
1042
Tilia Fiduciary Partners
North Carolina
$87.7K – – –
CSB
1043
City State Bank
Iowa
$86K – – –
HC
1044
Hoese & Co
Minnesota
$83.3K – – –
CTA
1045
Colonial Trust Advisors
South Carolina
$80.7K – – –
EDRH
1046
Edmond de Rothschild Holding
Switzerland
$80.7K – – –
HDIM
1047
Hanson & Doremus Investment Management
Vermont
$75K – – –
DAC
1048
Dividend Assets Capital
South Carolina
$71K -$15.1K -150 -18%
AA
1049
AlphaMark Advisors
Kentucky
$71K – – –
WAM
1050
Worth Asset Management
Texas
$67.8K +$17.2K +170 +34%
40 41
42
43 44