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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 %
IRC
1226
Investors Research Corp
Georgia
– – -2,953 Closed
FCBT
1227
First Citizens Bank & Trust
North Carolina
– – -2,862 Closed
LWM
1228
Lyell Wealth Management
California
– – -2,800 Closed
KAM
1229
Knightsbridge Asset Management
California
– – -2,636 Closed
SFS
1230
Sowell Financial Services
Arkansas
– – -2,606 Closed
HIP
1231
HUB Investment Partners
Texas
– – -2,567 Closed
Wealth Enhancement Advisory Services
1232
Wealth Enhancement Advisory Services
Minnesota
– – -2,532 Closed
CPIA
1233
Cornell Pochily Investment Advisors
New York
– – -2,501 Closed
LWM
1234
Laidlaw Wealth Management
New York
– – -2,305 Closed
Thrivent Financial for Lutherans
1235
Thrivent Financial for Lutherans
Minnesota
– – -2,301 Closed
MPI
1236
Mairs & Power Inc
Minnesota
– – -2,280 Closed
ICP
1237
Interchange Capital Partners
Pennsylvania
– – -2,268 Closed
PCA
1238
Pallas Capital Advisors
Massachusetts
– – -2,249 Closed
BOPW
1239
Brandywine Oak Private Wealth
Pennsylvania
– – -2,238 Closed
CJFS
1240
Coulter & Justus Financial Services
Tennessee
– – -2,183 Closed
CT
1241
Clearstead Trust
Maine
– – -2,060 Closed
ABLA
1242
Alan B. Lancz & Associates
Ohio
– – -1,918 Closed
IRAG
1243
Investment Research & Advisory Group
Georgia
– – -1,825 Closed
ONST
1244
Old North State Trust
North Carolina
– – -1,015 Closed
FA
1245
Fortis Advisors
Pennsylvania
– – -1,000 Closed
OCM
1246
Orion Capital Management
California
– – -700 Closed
MIA
1247
Milestone Investment Advisors
Wisconsin
– – -642 Closed
AWM
1248
Accel Wealth Management
Iowa
– – -535 Closed
ST
1249
Sageworth Trust
Pennsylvania
– – -500 Closed
GCWM
1250
Graham Capital Wealth Management
District of Columbia
– – -427 Closed
48 49
50
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