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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 %
SG
926
StoneX Group
New York
$217K +$217K +2,364 New
VCWA
927
Vanguard Capital Wealth Advisors
Colorado
$217K – – –
FPAS
928
Focus Partners Advisor Solutions
Missouri
$216K -$94.9K -1,031 -31%
GLA
929
Good Life Advisors
Pennsylvania
$215K +$3.77K +41 +2%
9WM
930
9258 Wealth Management
Ohio
$215K +$3.59K +39 +2%
HSA
931
HBK Sorce Advisory
Pennsylvania
$215K -$226K -2,454 -51%
CBT
932
CoreFirst Bank & Trust
Kansas
$214K – – –
KCFA
933
Key Client Fiduciary Advisors
New Jersey
$214K +$214K +2,329 New
EL
934
Essex LLC
Illinois
$213K – – –
LWM
935
Laidlaw Wealth Management
New York
$212K – – –
Thrivent Financial for Lutherans
936
Thrivent Financial for Lutherans
Minnesota
$212K -$6.82K -74 -3%
LNB
937
Ledyard National Bank
$211K -$9.66K -105 -4%
WDG
938
Wealth Dimensions Group
Ohio
$210K – – –
MPI
939
Mairs & Power Inc
Minnesota
$210K – – –
HCM
940
Hutner Capital Management
Vermont
$210K -$10.9K -118 -5%
PWLP
941
Prio Wealth Limited Partnership
Massachusetts
$209K -$11.1K -121 -5%
ICP
942
Interchange Capital Partners
Pennsylvania
$209K +$209K +2,268 New
SXL
943
Summit X LLC
Missouri
$208K -$12.6K -137 -6%
VAM
944
Verity Asset Management
North Carolina
$208K -$12.4K -135 -6%
CIC
945
Crawford Investment Counsel
Georgia
$206K -$9.38K -102 -4%
BOPW
946
Brandywine Oak Private Wealth
Pennsylvania
$206K -$29.3K -319 -12%
SMA
947
Sage Mountain Advisors
Georgia
$206K +$206K +2,235 New
FFS
948
Founders Financial Securities
Maryland
$205K – – –
GWM
949
Gitterman Wealth Management
New Jersey
$205K +$1.01K +11 +0.5%
DS
950
DRW Securities
Illinois
$205K +$205K +2,227 New
36 37
38
39 40