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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 %
Corient Private Wealth
51
Corient Private Wealth
Florida
$37.1M 403,431 +146,545 +57%
TH
52
TCTC Holdings
Texas
$36.8M 400,126 +543 +0.1%
Invesco
53
Invesco
Georgia
$36.6M 397,893 +63,069 +19%
MIS
54
Morningstar Investment Services
Illinois
$35.9M 393,113 -12,282 -3%
MAP
55
Managed Asset Portfolios
Michigan
$34.2M 372,238 -44,992 -11%
NA
56
NewEdge Advisors
Louisiana
$33.9M 368,148 +330,084 +867%
Brown Advisory
57
Brown Advisory
Maryland
$31.5M 342,099 +13,381 +4%
Pacer Advisors
58
Pacer Advisors
Pennsylvania
$30.7M 333,315 +100,479 +43%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$30.5M 331,867 -24,246 -7%
American Century Companies
60
American Century Companies
Missouri
$29.9M 325,121 +25,402 +8%
WFMPM
61
Woodley Farra Manion Portfolio Management
Indiana
$28.7M 312,179 +21,991 +8%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$28.6M 311,191 -11,840 -4%
CT
63
Cambridge Trust
Massachusetts
$28.6M 310,514 -2,350 -0.8%
SC
64
Saturna Capital
Washington
$28.5M 310,266 -430 -0.1%
CI
65
Cambiar Investors
Colorado
$28.3M 307,706 +3,499 +1%
Connor, Clark & Lunn Investment Management (CC&L)
66
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$27.9M 303,158 -316,774 -51%
OAM
67
Oppenheimer Asset Management
New York
$27.8M 302,588 -363 -0.1%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$27.6M 300,697 -34,753 -10%
LPL Financial
69
LPL Financial
California
$27.5M 299,347 -22,026 -7%
MIM
70
Martin Investment Management
Florida
$27.3M 296,449 -16,531 -5%
Citigroup
71
Citigroup
New York
$27.2M 295,551 +119,005 +67%
Creative Planning
72
Creative Planning
Kansas
$26.4M 286,513 -2,623 -0.9%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$25.1M 272,968 -32,341 -11%
Cerity Partners
74
Cerity Partners
New York
$24.9M 224,527 +156,290 +229%
Stifel Financial
75
Stifel Financial
Missouri
$24.5M 266,559 +6,927 +3%
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