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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 %
WPA
1151
West Paces Advisors
Georgia
$10.1K 100 – –
CPA
1152
Cowen Prime Advisors
New York
$10.1K 100 – –
PPWM
1153
PFG Private Wealth Management
Florida
$10.1K 100 – –
HCM
1154
Horrell Capital Management
Arkansas
$10K 100 – –
SFCL
1155
Strengthening Families & Communities LLC
Massachusetts
$10K 100 – –
FMTCOCP
1156
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K 101 – –
NFSG
1157
Newbridge Financial Services Group
Florida
$9.46K 94 – –
AFG
1158
Albion Financial Group
Utah
$9.18K 91 – –
WWP
1159
WR Wealth Planners
Missouri
$9.08K 90 – –
SC
1160
Sawyer & Company
Massachusetts
$9K 85 -60 -41%
AIC
1161
Archer Investment Corporation
Indiana
$8.98K 89 +65 +271%
JFGIW
1162
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.68K 86 +86 New
BG
1163
Bollard Group
Massachusetts
$8K 79 +79 New
TRCT
1164
Tower Research Capital (TRC)
New York
$7.77K 77 -23 -23%
CP
1165
Castleview Partners
Texas
$7.77K 77 – –
SIS
1166
Strategic Investment Solutions
Illinois
$7.77K 80 – –
CMA
1167
Cedar Mountain Advisors
Oregon
$7.06K 70 -9 -11%
MWM
1168
Mascoma Wealth Management
New Hampshire
$6.9K 67 – –
RWPA
1169
Richard W. Paul & Associates
Michigan
$6.56K 65 – –
TFM
1170
TFC Financial Management
Massachusetts
$6.36K 63 – –
LFA
1171
Legend Financial Advisors
Pennsylvania
$6.16K 61 – –
HWM
1172
HighMark Wealth Management
Minnesota
$5.95K 59 – –
JGIA
1173
Jackson Grant Investment Advisers
Connecticut
$5.65K 56 – –
GJIA
1174
Glass Jacobson Investment Advisors
Maryland
$5.15K 51 +51 New
RCM
1175
Raleigh Capital Management
North Carolina
$5.05K 50 – –
45 46
47
48 49