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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 %
AMG
326
Advisors Management Group
Wisconsin
$1.85M -$4.78K -52 -0.3%
BEI
327
Benjamin Edwards Inc
Missouri
$1.84M +$182K +1,982 +11%
OPA
328
Old Port Advisors
Maine
$1.84M +$109K +1,135 +6%
Diamond Hill Capital Management
329
Diamond Hill Capital Management
Ohio
$1.84M -$140K -1,527 -7%
MPPW
330
Mitchell & Pahl Private Wealth
Oklahoma
$1.8M +$43.1K +468 +2%
PNC
331
Park National Corp
Ohio
$1.8M -$109K -1,183 -6%
BL
332
Balentine LLC
Georgia
$1.76M +$198K +2,151 +13%
FAM
333
Fred Alger Management
New York
$1.75M +$83.7K +910 +5%
PFO
334
Pathstone Family Office
New Jersey
$1.73M -$2.83M -31,926 -62%
WA
335
Wambolt & Associates
Colorado
$1.73M +$67.4K +729 +4%
SCM
336
Stonebridge Capital Management
California
$1.72M -$299K -3,250 -15%
HL
337
HeadInvest LLC
Maine
$1.72M -$11.3K -123 -0.7%
Cetera Investment Advisers
338
Cetera Investment Advisers
Illinois
$1.71M -$73.3K -797 -4%
IA
339
IFG Advisory
Georgia
$1.69M +$605K +6,578 +56%
BCM
340
Brookstone Capital Management
Illinois
$1.69M -$104K -1,064 -6%
CWM
341
Compass Wealth Management
Connecticut
$1.69M – – –
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$1.66M -$1M -10,918 -38%
III
343
Independent Investors Inc
New York
$1.65M – – –
PCM
344
Parsons Capital Management
Rhode Island
$1.64M -$393K -4,276 -19%
AAM
345
Advisors Asset Management
Colorado
$1.63M -$119K -1,297 -7%
BFA
346
Benedict Financial Advisors
Georgia
$1.62M +$18.3K +199 +1%
CCA
347
Checchi Capital Advisers
California
$1.59M -$22.9K -249 -1%
Squarepoint
348
Squarepoint
New York
$1.58M +$248K +2,701 +19%
QCM
349
Quantinno Capital Management
New York
$1.58M +$393K +4,274 +33%
RGC
350
Roberts, Glore & Co
Illinois
$1.56M -$9.2K -100 -0.6%
12 13
14
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