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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 %
PFA
1026
Pathway Financial Advisers
Indiana
$59.6K -$7.73K -84 -11%
MIA
1027
Milestone Investment Advisors
Wisconsin
$59.1K +$59.1K +642 New
CWM
1028
Cedar Wealth Management
California
$56.8K -$19.2K -209 -25%
PWMG
1029
Prestige Wealth Management Group
New Jersey
$56.6K – – –
FFC
1030
First Financial Corp
Indiana
$56.5K – – –
EWM
1031
Evermay Wealth Management
Virginia
$56K – – –
BAM
1032
Baldrige Asset Management
Pennsylvania
$56K – – –
CHC
1033
City Holding Co
West Virginia
$54K – – –
ATC
1034
Adirondack Trust Company
New York
$51.2K – – –
PK
1035
Pflug Koory
Nebraska
$50.6K – – –
SWM
1036
Sugarloaf Wealth Management
Georgia
$49.8K -$13.4K -145 -21%
AWM
1037
Accel Wealth Management
Iowa
$49.2K -$2.12K -23 -4%
Barclays
1038
Barclays
United Kingdom
$49K -$65.1K -707 -57%
CCA
1039
Column Capital Advisors
Indiana
$48.3K -$7.36K -80 -13%
AF
1040
Advisornet Financial
Minnesota
$47.2K -$184 -2 -0.4%
WAM
1041
Worth Asset Management
Texas
$46.2K +$37K +402 +402%
ST
1042
Sageworth Trust
Pennsylvania
$46K – – –
SC
1043
Stephens Consulting
Michigan
$46K – – –
MTIC
1044
Missouri Trust & Investment Company
Missouri
$44.5K – – –
BCA
1045
Bray Capital Advisors
Florida
$43K – – –
BWL
1046
Bogart Wealth LLC
Virginia
$40.6K -$1.2K -13 -3%
VCM
1047
Versant Capital Management
Arizona
$40.5K +$39.1K +425 +2,833%
BWM
1048
BerganKDV Wealth Management
Minnesota
$39.7K – – –
BAAM
1049
Baker Avenue Asset Management
California
$39.6K -$2.67K -29 -6%
FRA
1050
Front Row Advisors
California
$39K -$279 -3 -0.7%
40 41
42
43 44