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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
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 Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
1051
Allspring Global Investments
North Carolina
$38.7K +$736 +8 +2%
FFA
1052
Fairfield Financial Advisors
Massachusetts
$37.2K – – –
CFD
1053
Creative Financial Designs
Indiana
$34.2K -$6.45K -70 -16%
RFA
1054
Register Financial Advisors
Georgia
$34.1K +$553 +6 +2%
SSC
1055
Syverson Strege & Co
Iowa
$34K +$34K +370 New
BCM
1056
Bourgeon Capital Management
Connecticut
$32.2K – – –
EWP
1057
Elevation Wealth Partners
California
$32.2K +$32.2K +350 New
WTA
1058
Washington Trust Advisors
Massachusetts
$32.1K -$23.8K -259 -43%
M
1059
MOTCO
Texas
$30.5K -$1.56K -17 -5%
KTC
1060
Kistler-Tiffany Companies
Pennsylvania
$29.6K +$92 +1 +0.3%
RBC
1061
Roble Belko & Company
Pennsylvania
$29K -$16.8K -185 -37%
POIA
1062
Pin Oak Investment Advisors
Texas
$29K – – –
BHWM
1063
Beaird Harris Wealth Management
Texas
$28.2K – – –
ADL
1064
Asset Dedication LLC
California
$28K – – –
FSWA
1065
Financial Synergies Wealth Advisors
Texas
$28K +$8.83K +96 +46%
FCA
1066
Fortis Capital Advisors
Kansas
$27.6K – – –
LB
1067
Legacy Bridge
Iowa
$26.9K – – –
DIP
1068
DT Investment Partners
Pennsylvania
$26.1K +$26.1K +255 New
GEA
1069
Glen Eagle Advisors
New Jersey
$25.6K -$6.91K -75 -21%
NIC
1070
Northwest Investment Counselors
Oregon
$24.1K – – –
BWM
1071
Baystate Wealth Management
Massachusetts
$24K -$1.47K -16 -6%
GFPC
1072
Global Financial Private Client
Florida
$23.9K +$23.9K +258 New
BONH
1073
Bank of New Hampshire
New Hampshire
$23.5K -$1.38K -15 -6%
PO
1074
Private Ocean
California
$23.5K +$3.5K +38 +18%
PAG
1075
Paladin Advisory Group
Iowa
$23.2K +$23.2K +252 New
41 42
43
44 45