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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 %
SYBT
301
Stock Yards Bank & Trust
Kentucky
$2.15M +$4.32K +47 +0.2%
ECM
302
EagleClaw Capital Management
Massachusetts
$2.15M -$91.4K -994 -4%
Victory Capital Management
303
Victory Capital Management
Texas
$2.14M +$2.14M +23,273 New
CFB
304
Cullen/Frost Bankers
Texas
$2.14M -$217K -2,362 -9%
CIA
305
Cascade Investment Advisors
Oregon
$2.13M +$2.3K +25 +0.1%
HNB
306
Huntington National Bank
Ohio
$2.13M -$83.4K -906 -4%
LBA
307
Lowell Blake & Associates
Massachusetts
$2.1M -$459K -4,993 -18%
CA
308
Clearstead Advisors
Ohio
$2.1M – – –
FC
309
FCA Corp
Texas
$2.09M +$52.3K +568 +3%
CCMIC
310
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$2.07M -$55.2K -600 -3%
CB
311
Commerce Bank
Missouri
$2.07M +$3.13K +34 +0.2%
VNA
312
Valley National Advisers
Pennsylvania
$2.04M -$48.7K -484 -2%
PAM
313
Palisade Asset Management
Minnesota
$2.03M -$1.1K -12 -0.1%
WEG
314
World Equity Group
Illinois
$2.03M +$1.85M +142,263 +1,014%
ICM
315
ISZO Capital Management
New York
$2.02M +$2.02M +22,000 New
DWP
316
Daymark Wealth Partners
Ohio
$2.01M +$67.5K +734 +3%
TCOT
317
Trust Company of Toledo
Ohio
$1.99M -$27K -293 -1%
KBG
318
Kahn Brothers Group
New York
$1.99M – – –
IIM
319
Ipswich Investment Management
Massachusetts
$1.93M +$138K +1,500 +8%
LB
320
Leo Brokerage
Texas
$1.91M +$1.91M +20,715 New
AFM
321
Abbot Financial Management
Massachusetts
$1.89M -$34.2K -372 -2%
GWM
322
Geneos Wealth Management
Colorado
$1.88M -$344K -3,736 -15%
NB
323
NBT Bank
New York
$1.87M -$22.1K -240 -1%
CAM
324
Cresset Asset Management
Illinois
$1.86M +$15.4K +167 +0.8%
SF
325
Synovus Financial
Georgia
$1.86M -$390K -4,239 -17%
11 12
13
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