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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 %
SSC
1251
Syverson Strege & Co
Iowa
– – -370 Closed
POIA
1252
Pin Oak Investment Advisors
Texas
– – -310 Closed
FCA
1253
Fortis Capital Advisors
Kansas
– – -300 Closed
DIP
1254
DT Investment Partners
Pennsylvania
– – -255 Closed
Legal & General Group
1255
Legal & General Group
United Kingdom
– – -194 Closed
VWM
1256
Valley Wealth Managers
New Jersey
– – -193 Closed
CCM
1257
Carderock Capital Management
Maryland
– – -175 Closed
SFG
1258
Steward Financial Group
Texas
– – -122 Closed
SC
1259
Schubert & Co
Texas
– – -112 Closed
TWA
1260
TCI Wealth Advisors
Arizona
– – -100 Closed
TCWA
1261
Ten Capital Wealth Advisors
Washington
– – -79 Closed
SWA
1262
Sutton Wealth Advisors
Florida
– – -53 Closed
OIS
1263
Okabena Investment Services
Minnesota
– – -34 Closed
RWM
1264
Ruedi Wealth Management
Illinois
– – -23 Closed
CAC
1265
Core Alternative Capital
Georgia
– – -20 Closed
FCAS
1266
First Command Advisory Services
Texas
– – -18 Closed
MBFW
1267
Morton Brown Family Wealth
Pennsylvania
– – -12 Closed
MFT
1268
Moisand Fitzgerald Tamayo
Florida
– – -11 Closed
Nomura Asset Management
1269
Nomura Asset Management
Japan
– – – –
HT
1270
HAP Trading
New York
– – – –
ICM
1271
Ionic Capital Management
New York
– – – –
C
1272
Covestor
United Kingdom
$0 3 – –
PI
1273
PEAK6 Investments
Illinois
– – – –
ST
1274
SAL Trading
Pennsylvania
– – – –
Group One Trading
1275
Group One Trading
Illinois
– – – –
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