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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.

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
1
Goldman Sachs
New York
$427M
2
Bank of America
2
Bank of America
North Carolina
$700M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$167M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$113M
5
Millennium Management
5
Millennium Management
New York
$87.1M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$608M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$16.3M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$49M
4
Primecap Management
4
Primecap Management
California
$1.51B
5
MSE
5
MUFG Securities EMEA
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Sanders Capital
26
Sanders Capital
Florida
$104M 1,130,530 +670 +0.1%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$102M 1,109,207 -173,550 -14%
Millennium Management
28
Millennium Management
New York
$87.1M 947,222 +934,095 +7,116%
Capital Research Global Investors
29
Capital Research Global Investors
California
$83.1M 902,835 -81,573 -8%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$82.6M 898,152 -353,451 -28%
EARNEST Partners
31
EARNEST Partners
Georgia
$78.3M 850,762 -6,315 -0.7%
Fisher Asset Management
32
Fisher Asset Management
Washington
$77.7M 844,188 -36,129 -4%
Truist Financial
33
Truist Financial
North Carolina
$76.5M 831,416 -124,363 -13%
First Trust Advisors
34
First Trust Advisors
Illinois
$74.2M 806,317 +12,937 +2%
Chevy Chase Trust
35
Chevy Chase Trust
Maryland
$63.4M 688,806 -271,262 -28%
MIP
36
Mondrian Investment Partners
United Kingdom
$63.3M 687,627 -4,000 -0.6%
JWBC
37
John W. Bristol & Co
New York
$63.2M 687,021 +3,818 +0.6%
Macquarie Group
38
Macquarie Group
Australia
$61.9M 673,327 -12,839 -2%
SEI Investments
39
SEI Investments
Pennsylvania
$60.4M 656,087 +26,329 +4%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$58.5M 636,179 -109,565 -15%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$57.5M 625,248 -64,967 -9%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$56.5M 614,464 -4,650 -0.8%
Aristotle Capital Management
43
Aristotle Capital Management
California
$52.5M 571,127 +7,754 +1%
RJA
44
Raymond James & Associates
Florida
$50.8M 552,541 -146,609 -21%
HPG
45
Harvest Portfolios Group
Ontario, Canada
$50.2M 545,589 +28,460 +6%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$49M 532,400 -1,074,100 -67%
DADC
47
D.A. Davidson & Co
Montana
$47.6M 517,409 +29,725 +6%
GHA
48
GW Henssler & Associates
Georgia
$39.2M 425,889 +7,201 +2%
Ameriprise
49
Ameriprise
Minnesota
$38.1M 413,755 -154,542 -27%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$37.8M 411,075 -24,656 -6%
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