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Novartis
NVS

Overview Fund Activity

1,180 hedge funds and large institutions have $15.2B invested in Novartis in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 353 increasing their positions, 498 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-2
Holders Change %
-0.17%
% of All Funds
18.89%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
97
Increased
353
Reduced
498
Closed
73
Calls
$564M
Puts
$226M
Net Calls
+$338M
Net Calls Change
-$119M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$427M
2
Bank of America
Bank of America
North Carolina
$700M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$167M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$113M
5
Millennium Management
Millennium Management
New York
$87.1M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$608M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$16.3M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$49M
4
Primecap Management
Primecap Management
California
$1.51B
5
MSE
MUFG Securities EMEA
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
226
Catalyst Capital Advisors
New York
$3.64M -$91.2K -991 -2%
LCM
227
Logan Capital Management
Pennsylvania
$3.62M +$10.8K +117 +0.3%
HKIM
228
Hayek Kallen Investment Management
Alabama
$3.61M -$106K -1,157 -3%
PAG
229
Private Advisor Group
New Jersey
$3.56M -$502K -5,459 -12%
GT
230
Glenmede Trust
Pennsylvania
$3.51M +$225K +2,450 +7%
BFS
231
Bradley Foster & Sargent
Connecticut
$3.47M -$39.7K -432 -1%
PP
232
Patten & Patten
Tennessee
$3.35M -$933K -10,139 -22%
ASN
233
Advisory Services Network
Georgia
$3.32M +$178K +1,936 +6%
ATC
234
Argent Trust Co
Tennessee
$3.29M +$122K +1,323 +4%
PA
235
Perennial Advisors
New York
$3.25M +$28.5K +310 +0.9%
PCA
236
Providence Capital Advisors
North Carolina
$3.19M +$54.1K +588 +2%
ACM
237
Advisors Capital Management
New Jersey
$3.17M +$373K +4,051 +13%
MOS
238
MGO One Seven
Ohio
$3.15M +$116K +1,263 +4%
AAM
239
Azzad Asset Management
Virginia
$3.14M -$210K -2,284 -6%
FHB
240
First Hawaiian Bank
Hawaii
$3.11M -$115K -1,254 -4%
HTC
241
Haverford Trust Company
Pennsylvania
$3.1M +$150K +1,631 +5%
CTA
242
Chesley Taft & Associates
Illinois
$3.07M +$13.8K +150 +0.5%
EWA
243
EP Wealth Advisors
California
$3.07M +$2.26M +14,185 +280%
WA
244
WealthTrust Axiom
Pennsylvania
$3.05M -$1.38K -15 -0%
DRD
245
Dennis R. Delaney
$3.01M +$20.2K +220 +0.7%
KAS
246
Kestra Advisory Services
Texas
$2.98M -$1.44M -15,609 -33%
ANTB
247
AMG National Trust Bank
Colorado
$2.93M -$19.9K -216 -0.7%
EHC
248
Everett Harris & Co
California
$2.88M -$87.4K -950 -3%
OC
249
Oppenheimer & Co
New York
$2.86M -$45.4K -493 -2%
PAM
250
Private Asset Management
California
$2.85M +$79.6K +865 +3%
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