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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 %
CAM
251
Cubic Asset Management
Massachusetts
$2.83M -$78.2K -850 -3%
BFG
252
Beacon Financial Group
Texas
$2.81M -$377K -3,942 -12%
SGI
253
Summit Global Investments
Utah
$2.8M +$16.8K +183 +0.6%
CGH
254
Crossmark Global Holdings
Texas
$2.77M +$42.9K +466 +2%
MC
255
Moors & Cabot
Massachusetts
$2.76M +$24.4K +265 +0.9%
FC
256
FORA Capital
Florida
$2.76M +$1.25M +13,564 +82%
Capital World Investors
257
Capital World Investors
California
$2.72M +$45K +491 +2%
AW
258
Apricus Wealth
South Carolina
$2.72M +$51.5K +560 +2%
NGA
259
Naples Global Advisors
Florida
$2.7M +$5.06K +55 +0.2%
HFS
260
Hantz Financial Services
Michigan
$2.7M +$10.3K +112 +0.4%
FGP
261
Foyston, Gordon, & Payne
Ontario, Canada
$2.7M -$61.9K -673 -2%
AT
262
Arvest Trust
Oklahoma
$2.69M +$574K +6,234 +27%
ERSOT
263
Employees Retirement System of Texas
Texas
$2.66M -$1.94M -21,083 -42%
BCI
264
Brinker Capital Investments
Pennsylvania
$2.65M -$46.1K -501 -2%
OPS
265
Orion Portfolio Solutions
Nebraska
$2.65M +$2.65M +28,840 New
S
266
SignatureFD
Georgia
$2.64M +$182K +1,979 +7%
NIM
267
Northeast Investment Management
Massachusetts
$2.62M -$5.89K -64 -0.2%
Mirae Asset Global Investments
268
Mirae Asset Global Investments
South Korea
$2.59M -$2.12M -23,097 -45%
MFFIA
269
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.59M -$185K -2,010 -7%
PGFC
270
Peapack-Gladstone Financial Corp
New Jersey
$2.59M -$3.24M -35,291 -56%
AWM
271
AE Wealth Management
Kansas
$2.58M -$829K -9,013 -24%
SWK
272
Stephen W. Kidder
$2.58M -$101K -1,100 -4%
BCB
273
Brian C. Broderick
$2.57M -$48.3K -525 -2%
LJHT
274
Laurie J. Hall Trustee
$2.55M +$163K +1,775 +7%
Boston Partners
275
Boston Partners
Massachusetts
$2.55M -$222K -2,410 -8%
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