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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 %
FFA
1076
Fairfield Financial Advisors
Massachusetts
$41K 406 – –
RMC
1077
Resources Management Corp
Connecticut
$40K 400 +264 +194%
CFD
1078
Creative Financial Designs
Indiana
$38.3K 379 +8 +2%
RFA
1079
Register Financial Advisors
Georgia
$37.5K 372 +2 +0.5%
SC
1080
Solstein Capital
California
$37.5K 372 +300 +417%
BCM
1081
Bourgeon Capital Management
Connecticut
$35.3K 350 – –
EWP
1082
Elevation Wealth Partners
California
$35.3K 350 – –
WTA
1083
Washington Trust Advisors
Massachusetts
$35.2K 349 – –
KTC
1084
Kistler-Tiffany Companies
Pennsylvania
$32.5K 322 – –
RBC
1085
Roble Belko & Company
Pennsylvania
$32K 320 – –
CIA
1086
Cape Investment Advisory
Georgia
$31.7K 314 +86 +38%
MCM
1087
Manchester Capital Management
Vermont
$31.1K 308 +219 +246%
BHWM
1088
Beaird Harris Wealth Management
Texas
$31K 307 – –
NIC
1089
Northwest Investment Counselors
Oregon
$30.7K 304 +42 +16%
SCA
1090
Stonebridge Capital Advisors
Minnesota
$30.4K 301 +163 +118%
MAWCM
1091
Mine & Arao Wealth Creation & Management
California
$30.2K 299 +99 +50%
ADL
1092
Asset Dedication LLC
California
$30K 303 – –
LB
1093
Legacy Bridge
Iowa
$29.5K 292 – –
FMP
1094
Financial Management Professionals
Texas
$29K 289 +255 +750%
GEA
1095
Glen Eagle Advisors
New Jersey
$28.1K 279 +1 +0.4%
ME
1096
McIlrath & Eck
Washington
$27.8K 275 -686 -71%
BC
1097
Belmont Capital
California
$27.5K 273 +132 +94%
BWM
1098
Baystate Wealth Management
Massachusetts
$26.3K 260 – –
PO
1099
Private Ocean
California
$25.7K 255 – –
BONH
1100
Bank of New Hampshire
New Hampshire
$25.7K 255 – –
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44
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