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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 %
KFS
976
Kelly Financial Services
Massachusetts
$130K +$3.41K +37 +3%
CSS
977
Cubist Systematic Strategies
Connecticut
$129K -$572K -6,212 -82%
NSIM
978
North Star Investment Management
Illinois
$127K +$92 +1 +0.1%
FNBOSM
979
First National Bank of South Miami
Florida
$126K – – –
JWA
980
JFS Wealth Advisors
Pennsylvania
$124K -$6.16K -67 -5%
HWA
981
HHM Wealth Advisors
Tennessee
$123K +$1.47K +16 +1%
CA
982
Crewe Advisors
Utah
$118K +$41K +446 +54%
MHR
983
Matthew Hamilton Rosenberg
$116K -$19.6K -213 -14%
ANBT
984
American National Bank & Trust
Texas
$116K +$103K +1,122 +807%
MMG
985
Monetary Management Group
Missouri
$116K – – –
GWS
986
Glassman Wealth Services
Virginia
$116K +$12.2K +133 +12%
LWANC
987
Laurel Wealth Advisors (North Carolina)
North Carolina
$115K +$99.1K +1,077 +626%
FP
988
Financial Perspectives
Minnesota
$113K – – –
GWSG
989
GPS Wealth Strategies Group
Colorado
$113K +$113K +1,226 New
ZB
990
Zions Bancorporation
Utah
$112K -$8.74K -95 -7%
JWM
991
Janiczek Wealth Management
Colorado
$111K -$10.2K -104 -8%
TJHA
992
Thomas J. Herzfeld Advisors
Florida
$110K – – –
CFG
993
CKW Financial Group
Hawaii
$110K – – –
TC
994
Tacita Capital
Ontario, Canada
$110K – – –
AAP
995
Arax Advisory Partners
Colorado
$105K +$27.8K +302 +36%
FFA
996
Farther Finance Advisors
California
$102K +$72.3K +786 +240%
FCA
997
FinTrust Capital Advisors
South Carolina
$102K – – –
WP
998
WealthPLAN Partners
Nebraska
$101K +$101K +1,099 New
DSC
999
Duncker Streett & Co
Missouri
$97.8K – – –
WB
1000
Webster Bank
Connecticut
$94.3K – – –
38 39
40
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