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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 Market Value Shares Shares
Change 		Shares
Change %
M
1051
MOTCO
Texas
$66K 654 +323 +98%
CWM
1052
Cedar Wealth Management
California
$62.3K 617 – –
PWMG
1053
Prestige Wealth Management Group
New Jersey
$62.1K 615 – –
FFC
1054
First Financial Corp
Indiana
$62K 614 – –
CHC
1055
City Holding Co
West Virginia
$59.2K 587 – –
VC
1056
Vestor Capital
Illinois
$56K 558 +558 New
PK
1057
Pflug Koory
Nebraska
$55.5K 550 – –
SWM
1058
Sugarloaf Wealth Management
Georgia
$54.6K 541 – –
FFA
1059
Farther Finance Advisors
California
$54.1K 536 -578 -52%
CCA
1060
Column Capital Advisors
Indiana
$54K 535 +10 +2%
SC
1061
Stephens Consulting
Michigan
$50.5K 500 – –
AF
1062
Advisornet Financial
Minnesota
$50.3K 498 -15 -3%
UCB
1063
United Community Bank
South Carolina
$50K 495 +300 +154%
MTIC
1064
Missouri Trust & Investment Company
Missouri
$48.8K 484 – –
BCA
1065
Bray Capital Advisors
Florida
$47.1K 467 – –
NRG
1066
Nemes Rush Group
Michigan
$47K 466 +466 New
NMG
1067
New Millennium Group
Utah
$45.7K 453 -253 -36%
Allspring Global Investments
1068
Allspring Global Investments
North Carolina
$45.2K 448 +27 +6%
BAAM
1069
Baker Avenue Asset Management
California
$45.1K 447 +16 +4%
BWL
1070
Bogart Wealth LLC
Virginia
$44.5K 441 – –
VCM
1071
Versant Capital Management
Arizona
$44.4K 440 – –
BWM
1072
BerganKDV Wealth Management
Minnesota
$43.6K 432 – –
FRA
1073
Front Row Advisors
California
$42K 419 – –
TSWM
1074
Tyler-Stone Wealth Management
Ohio
$42K 420 +420 New
CWC
1075
Carolinas Wealth Consulting
North Carolina
$41.5K 411 -406 -50%
41 42
43
44 45