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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 %
FCI
76
Financial Counselors Inc
Kansas
$24.2M 263,404 -3,919 -1%
Twin Tree Management
77
Twin Tree Management
Texas
$23.3M 252,740 +238,174 +1,635%
HighTower Advisors
78
HighTower Advisors
Illinois
$23.2M 252,049 +5,610 +2%
Jane Street
79
Jane Street
New York
$23.1M 251,566 -215,021 -46%
CCM
80
Causeway Capital Management
California
$22.6M 245,707 +22,875 +10%
Fayez Sarofim & Co
81
Fayez Sarofim & Co
Texas
$21.7M 236,245 -110,285 -32%
LIP
82
Liontrust Investment Partners
United Kingdom
$20.1M 217,964 +217,964 New
VanEck Associates
83
VanEck Associates
New York
$19.8M 214,777 -102,878 -32%
DLA
84
Douglas Lane & Associates
New York
$19.1M 208,004 -12,352 -6%
US Bancorp
85
US Bancorp
Minnesota
$18.8M 204,618 -27,261 -12%
GGI
86
Godsey & Gibb Inc
Virginia
$18.7M 203,658 +203,658 New
M&T Bank
87
M&T Bank
New York
$18.6M 202,422 -4,611 -2%
DP
88
DDD Partners
Washington
$18.4M 199,946 +1,965 +1%
First Manhattan
89
First Manhattan
New York
$18.3M 198,882 -3,140 -2%
BCAM
90
Boston Common Asset Management
Massachusetts
$17.9M 194,188 -60,851 -24%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$17.7M 192,909 -20,676 -10%
Mariner
92
Mariner
Kansas
$17.6M 191,105 -2,819 -1%
BIP
93
Brandes Investment Partners
California
$17.4M 189,651 +171,040 +919%
JGUA
94
John G. Ullman & Associates
New York
$17.3M 188,045 -6,166 -3%
AssetMark Inc
95
AssetMark Inc
California
$17.3M 187,794 +403 +0.2%
HTHT
96
Hemenway Trust Hemenway Trust
New Hampshire
$17.2M 186,997 +2,080 +1%
TAM
97
Tocqueville Asset Management
New York
$16.4M 178,224 -3,097 -2%
OA
98
Oak Associates
Ohio
$16.3M 176,759 +1,017 +0.6%
Arrowstreet Capital
99
Arrowstreet Capital
Massachusetts
$16.3M 176,652 -3,950,430 -96%
ECM
100
ExodusPoint Capital Management
New York
$15.7M 170,694 +170,694 New
2 3
4
5 6