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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 %
GA
1126
GoalVest Advisory
New York
$18.8K 186 +186 New
EBA
1127
Eagle Bay Advisors
New York
$18.6K 184 – –
OLVIG
1128
Oliver Lagore Vanvalin Investment Group
Michigan
$18.2K 180 – –
WIM
1129
WealthPlan Investment Management
Nebraska
$18.2K 180 +180 New
AFS
1130
Annapolis Financial Services
Maryland
$16.2K 161 – –
MCA
1131
Maryland Capital Advisors
Maryland
$15.1K 150 – –
ODG
1132
O'Dell Group
Ohio
$15.1K 150 +150 New
CMP
1133
Coston McIsaac & Partners
Maine
$15K 150 – –
HCM
1134
Highlander Capital Management
New Jersey
$15K 150 – –
BCMLT
1135
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.3K 142 – –
TFGT
1136
TS Financial Group (TSFG)
Illinois
$14K 136 – –
PGAM
1137
Princeton Global Asset Management
New Jersey
$13.9K 138 – –
PCTC
1138
Perkins Coie Trust Company
Washington
$13K 129 -611 -83%
QC
1139
Quent Capital
New York
$12.7K 126 – –
HS
1140
Horan Securities
United States
$12.6K 125 – –
PCFFS
1141
Pacific Center for Financial Services
California
$12.4K 123 – –
PA
1142
PSI Advisors
Florida
$12.2K 121 – –
MA
1143
MCF Advisors
Kentucky
$11.6K 115 – –
FGAM
1144
Financial Gravity Asset Management
Texas
$11.5K 101 +9 +10%
FCT
1145
First Community Trust
Iowa
$11.4K 113 – –
BIA
1146
Bell Investment Advisors
California
$11.2K 111 +10 +10%
IGWM
1147
ICA Group Wealth Management
Colorado
$10.9K 108 – –
FCB
1148
First Command Bank
Texas
$10.1K 100 – –
CFFP
1149
Center for Financial Planning
Michigan
$10.1K 100 – –
FCFS
1150
First Command Financial Services
Texas
$10.1K 100 – –
44 45
46
47 48