NVS icon

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 %
DCBT
951
Dakota Community Bank & Trust
North Dakota
$205K -$9.66K -105 -5%
VCM
952
Vigilant Capital Management
Maine
$204K -$12.6K -137 -6%
HWM
953
Horizon Wealth Management
Illinois
$203K +$203K +2,202 New
HFRG
954
Houlihan Financial Resource Group
Virginia
$202K +$202K +2,200 New
VWM
955
Venturi Wealth Management
Texas
$202K -$104K -1,129 -34%
CJFS
956
Coulter & Justus Financial Services
Tennessee
$201K -$57.7K -627 -22%
HCP
957
Hexagon Capital Partners
Arkansas
$196K +$14.7K +160 +8%
CT
958
Clearstead Trust
Maine
$190K -$1.38K -15 -0.7%
IA
959
IFP Advisors
Florida
$189K -$224K -3,686 -54%
HBW
960
Hazlett, Burt & Watson
West Virginia
$184K +$32.2K +350 +21%
DZ Bank
961
DZ Bank
Germany
$183K +$44.6K +484 +32%
EWA
962
EverSource Wealth Advisors
Alabama
$180K -$8.19K -89 -4%
ABLA
963
Alan B. Lancz & Associates
Ohio
$176K – – –
HIA
964
Harbor Investment Advisory
Maryland
$174K – – –
FPB
965
First PREMIER Bank
South Dakota
$169K – – –
IRAG
966
Investment Research & Advisory Group
Georgia
$168K – – –
HWA
967
Heritage Wealth Advisors
Virginia
$155K -$16.6K -180 -10%
AA
968
Addison Advisors
Vermont
$152K -$5.8K -63 -4%
HBT
969
Hills Bank & Trust
Iowa
$152K -$7.36K -80 -5%
GIA
970
GHP Investment Advisors
Colorado
$138K – – –
AT
971
Avalon Trust
New Mexico
$138K +$138K +1,500 New
AWM
972
AllSquare Wealth Management
New York
$136K – – –
RI
973
Ridgewood Investments
New Jersey
$136K +$136K +1,478 New
BNP Paribas Financial Markets
974
BNP Paribas Financial Markets
France
$133K +$64.2K +698 +93%
PSB
975
Piscataqua Savings Bank
New Hampshire
$131K – – –
37 38
39
40 41