Novartis

NVS

Market cap $251B

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

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

1,180

Holders Change

-2

Holders Change %

-0.17%

% of All Funds

18.89%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+7.69%

% of All Funds

0.22%

New

Increased

353

Reduced

498

Closed

Calls

$564M

Puts

$226M

Net Calls

+$338M

Net Calls Change

-$119M

Top Buyers

1	Goldman Sachs New York	$427M
2	Bank of America Charlotte, North Carolina	$700M
3	Point72 Asset Management Stamford, Connecticut	$167M
4	Envestnet Asset Management Chicago, Illinois	$113M
5	Millennium Management New York	$87.1M

Top Sellers

1	Loomis, Sayles & Company Boston, Massachusetts	$608M
2	Arrowstreet Capital Boston, Massachusetts	$16.3M
3	Two Sigma Advisers New York	$49M
4	Primecap Management Pasadena, California	$1.51B
5	MSE MUFG Securities EMEA London, United Kingdom	$0

#	Name	Holding	Trade Value	Shares Change	Shares Change %
1001	ONST 1001 Old North State Trust Greensboro, North Carolina	$93K	–	–	–
1002	FA 1002 Fortis Advisors Wayne, Pennsylvania	$92K	–	–	–
1003	BCM 1003 Blume Capital Management Berkeley, California	$92K	+$73.6K	+800	+400%
1004	ME 1004 McIlrath & Eck Arlington, Washington	$88.4K	+$1.47K	+16	+2%
1005	AIP 1005 Ahrens Investment Partners Lafayette, Louisiana	$87.4K	+$87.4K	+950	New
1006	GBT 1006 Grove Bank & Trust Miami, Florida	$87.3K	+$3.22K	+35	+4%
1007	FWM 1007 Focused Wealth Management Newburgh, New York	$87.3K	+$644	+7	+0.7%
1008	OIA 1008 Optimum Investment Advisors Chicago, Illinois	$86.5K	–	–	–
1009	CNBTD 1009 Citizens National Bank Trust Department Meridian, Mississippi	$85.1K	–	–	–
1010	BLC 1010 Brown, Lisle/Cummings Providence, Rhode Island	$81.7K	+$9.2K	+100	+13%
1011	CSWM 1011 Cassady Schiller Wealth Management Cincinnati, Ohio	$80.6K	–	–	–
1012	SS 1012 Sunbelt Securities Houston, Texas	$80.4K	+$80.4K	+878	New
1013	TFP 1013 Tilia Fiduciary Partners Wilmington, North Carolina	$79.9K	–	–	–
1014	CSB 1014 City State Bank Norwalk, Iowa	$79K	–	–	–
1015	DAC 1015 Dividend Assets Capital Ridgeland, South Carolina	$78K	–	–	–
1016	CWC 1016 Carolinas Wealth Consulting Charlotte, North Carolina	$75.1K	+$37.4K	+407	+99%
1017	EDRH 1017 Edmond de Rothschild Holding Chambesy, Switzerland	$73.6K	-$86.7K	-942	-54%
1018	CTA 1018 Colonial Trust Advisors Spartanburg, South Carolina	$73.6K	–	–	–
1019	RFG 1019 RFP Financial Group Atlanta, Georgia	$71.5K	-$221K	-2,400	-76%
1020	HC 1020 Hoese & Co Glencoe, Minnesota	$69.4K	–	–	–
1021	PCTC 1021 Perkins Coie Trust Company Seattle, Washington	$68.1K	+$56.2K	+611	+474%
1022	HDIM 1022 Hanson & Doremus Investment Management Burlington, Vermont	$68K	-$359K	-3,903	-84%
1023	NMG 1023 New Millennium Group Sandy, Utah	$64.9K	+$1.1K	+12	+2%
1024	OCM 1024 Orion Capital Management Coronado, California	$64.4K	–	–	–
1025	AA 1025 AlphaMark Advisors Ft. Wright, Kentucky	$64K	–	–	–

Novartis NVS Market cap $251B

Top Buyers

Top Sellers

Novartis

NVS

Market cap $251B