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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 %
IPW
1176
Impact Partnership Wealth
Georgia
$4.95K 49 +49 New
AWM
1177
Abound Wealth Management
Tennessee
$3.84K 38 +38 New
Fidelity International
1178
Fidelity International
Bermuda
$3.73K 37 +37 New
TAM
1179
Tucker Asset Management
Colorado
$3.33K 33 -40 -55%
TIM
1180
Thompson Investment Management
Wisconsin
$3.13K 31 – –
BWS
1181
Buck Wealth Strategies
Colorado
$3.05K 30 – –
SIS
1182
Sound Income Strategies
Florida
$3.03K 30 -3 -9%
WIM
1183
Westside Investment Management
California
$2.62K 26 – –
CB
1184
Centennial Bank
Arkansas
$2.52K 25 – –
DAM
1185
Delta Asset Management
Tennessee
$2.52K 25 – –
CAS
1186
Coppell Advisory Solutions
Texas
$2.39K 24 +24 New
Nisa Investment Advisors
1187
Nisa Investment Advisors
Missouri
$2.22K 22 – –
TAIM
1188
TD Ameritrade Investment Management
Nebraska
$2K 22 – –
CWA
1189
Clearview Wealth Advisors
Oregon
$1.82K 18 +18 New
MAM
1190
Marquette Asset Management
Minnesota
$1.72K 17 – –
NC
1191
NewSquare Capital
Pennsylvania
$1.62K 16 -25 -61%
CPG
1192
Cornerstone Planning Group
New Jersey
$1.51K 15 +15 New
HFM
1193
Hartford Financial Management
Connecticut
$1.41K 14 – –
AAG
1194
Armstrong Advisory Group
Massachusetts
$1.31K 13 – –
PMFA
1195
Plante Moran Financial Advisors
Michigan
$1.21K 12 – –
Comerica Bank
1196
Comerica Bank
Texas
$1.16K 98,783 +98,783 New
DI
1197
Disciplined Investments
Oklahoma
$1.01K 10 – –
HWP
1198
Highline Wealth Partners
California
$605 6 – –
FFL
1199
Financial Freedom LLC
Ohio
$311 3 – –
BFPW
1200
BOK Financial Private Wealth
Colorado
$101 1 – –
46 47
48
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