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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 %
SC
351
Sepio Capital
Utah
$1.55M -$1.59M -17,250 -51%
LBC
352
Lowe Brockenbrough & Co
Virginia
$1.55M -$15.5K -168 -1%
BCM
353
Bayesian Capital Management
New York
$1.54M -$1.82M -19,800 -54%
CB
354
CNB Bank
Pennsylvania
$1.54M +$45.5K +495 +3%
SSB
355
Sandy Spring Bank
Maryland
$1.52M -$68.6K -746 -4%
BCP
356
Berkeley Capital Partners
Georgia
$1.52M +$21.3K +231 +1%
MCM
357
McKinley Capital Management
Alaska
$1.52M -$29.3K -318 -2%
BHPW
358
Beverly Hills Private Wealth
California
$1.51M +$485K +5,272 +47%
RPSA
359
Richard P. Slaughter Associates
Texas
$1.51M -$1.93K -21 -0.1%
SCA
360
Snowden Capital Advisors
New York
$1.51M -$47.1K -512 -3%
SIA
361
Schechter Investment Advisors
Michigan
$1.5M -$97.3K -1,058 -6%
RIL
362
Rothschild Investment LLC
Illinois
$1.5M +$7.54K +82 +0.5%
JIC
363
Johnson Investment Counsel
Ohio
$1.49M -$31.7K -345 -2%
CT
364
Coastline Trust
Rhode Island
$1.49M -$9.2K -100 -0.6%
TNA
365
True North Advisors
Texas
$1.48M +$16.7K +181 +1%
S
366
SimplyRich
California
$1.48M -$31.1K -338 -2%
GC
367
Guggenheim Capital
Illinois
$1.47M +$398K +4,330 +37%
FNBT
368
FineMark National Bank & Trust
Florida
$1.47M -$251K -2,723 -15%
SW
369
SVB Wealth
Massachusetts
$1.46M -$54.5K -592 -4%
PG
370
Patten Group
Tennessee
$1.45M +$10.9K +118 +0.8%
SFG
371
SevenBridge Financial Group
Pennsylvania
$1.45M -$5.15K -56 -0.4%
GT
372
Greenleaf Trust
Michigan
$1.44M -$26.5K -288 -2%
Bessemer Group
373
Bessemer Group
New Jersey
$1.43M -$128K -1,392 -8%
MCM
374
MAI Capital Management
Ohio
$1.43M +$40.9K +445 +3%
Kayne Anderson Rudnick Investment Management
375
Kayne Anderson Rudnick Investment Management
California
$1.43M -$30.3K -329 -2%
13 14
15
16 17