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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 %
CCM
1101
Carderock Capital Management
Maryland
$16.1K 175 +175 New
Citadel Advisors
1102
Citadel Advisors
Florida
$16K 174 -41,591 -100%
AFS
1103
Annapolis Financial Services
Maryland
$14.8K 161 – –
HGERS
1104
Householder Group Estate & Retirement Specialist
Arizona
$14K 153 -20 -12%
SC
1105
Sawyer & Company
Massachusetts
$14K 145 – –
HCM
1106
Highlander Capital Management
New Jersey
$14K 150 – –
MCA
1107
Maryland Capital Advisors
Maryland
$13.8K 150 – –
BCMLT
1108
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.1K 142 – –
TFGT
1109
TS Financial Group (TSFG)
Illinois
$13K 136 – –
CMP
1110
Coston McIsaac & Partners
Maine
$13K 150 – –
BC
1111
Belmont Capital
California
$13K 141 – –
SCA
1112
Stonebridge Capital Advisors
Minnesota
$12.7K 138 -13 -9%
PGAM
1113
Princeton Global Asset Management
New Jersey
$12.7K 138 +38 +38%
QC
1114
Quent Capital
New York
$11.6K 126 -5 -4%
HS
1115
Horan Securities
United States
$11.5K 125 -5 -4%
PCFFS
1116
Pacific Center for Financial Services
California
$11.3K 123 +123 New
PA
1117
PSI Advisors
Florida
$11.1K 121 – –
SFG
1118
Steward Financial Group
Texas
$11K 122 -57 -32%
MA
1119
MCF Advisors
Kentucky
$10.6K 115 – –
FCT
1120
First Community Trust
Iowa
$10.4K 113 – –
SC
1121
Schubert & Co
Texas
$10.3K 112 – –
CPA
1122
Cowen Prime Advisors
New York
$10K 100 – –
IGWM
1123
ICA Group Wealth Management
Colorado
$9.94K 108 – –
BIA
1124
Bell Investment Advisors
California
$9.29K 101 +63 +166%
TWA
1125
TCI Wealth Advisors
Arizona
$9.2K 100 -193 -66%
43 44
45
46 47