NVS icon

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 %
SPIA
276
Steward Partners Investment Advisory
New York
$2.52M +$132K +1,438 +6%
TCM
277
Telos Capital Management
California
$2.51M +$17.2K +187 +0.7%
BF
278
BOK Financial
Oklahoma
$2.51M -$457K -4,969 -15%
NW
279
Naviter Wealth
Arkansas
$2.45M +$36K +391 +1%
ABP
280
Arthur B. Page
$2.44M +$15.6K +170 +0.6%
WWA
281
WCG Wealth Advisors
Nevada
$2.44M +$173K +1,877 +8%
IWC
282
Integrated Wealth Concepts
Massachusetts
$2.42M -$187K -2,031 -7%
BRWA
283
B. Riley Wealth Advisors
Florida
$2.41M -$35.6K -387 -1%
AllianceBernstein
284
AllianceBernstein
Tennessee
$2.38M -$79.9K -869 -3%
API
285
Advisor Partners II
California
$2.37M +$203K +2,202 +9%
CS
286
Candriam SCA
Luxembourg
$2.35M +$2.35M +27,767 New
WTC
287
WhitTier Trust Company
Nevada
$2.33M -$294K -3,193 -11%
TAM
288
Tealwood Asset Management
Minnesota
$2.32M -$20.4K -222 -0.9%
STC
289
Sarah T. Connolly
$2.32M +$135K +1,469 +6%
LBC
290
Lawrence B. Cohen
$2.31M +$101K +1,093 +5%
AWS
291
Atria Wealth Solutions
New York
$2.31M -$93.4K -1,015 -4%
FPCG
292
Fort Pitt Capital Group
Pennsylvania
$2.3M +$184 +2 +0%
NPT
293
Nixon Peabody Trust
Massachusetts
$2.3M +$324K +3,517 +16%
TI
294
Trexquant Investment
Connecticut
$2.25M +$2.25M +24,411 New
FFM
295
Forum Financial Management
Illinois
$2.19M -$101K -1,094 -4%
PAS
296
Park Avenue Securities
New York
$2.17M -$20.2K -219 -0.9%
AAS
297
Avantax Advisory Services
Texas
$2.17M +$112K +1,221 +5%
MCP
298
Mirador Capital Partners
California
$2.17M -$150K -1,625 -6%
AUB
299
Atlantic Union Bankshares
Virginia
$2.16M -$121K -1,317 -5%
NED
300
Nancy E. Dempze
$2.16M +$35.7K +388 +2%
10 11
12
13 14