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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 %
PPWM
1126
PFG Private Wealth Management
Florida
$9.2K 100 -29 -22%
WPA
1127
West Paces Advisors
Georgia
$9.2K 100 – –
FCB
1128
First Command Bank
Texas
$9.2K 100 – –
FCFS
1129
First Command Financial Services
Texas
$9.2K 100 – –
CFFP
1130
Center for Financial Planning
Michigan
$9.2K 100 – –
TRCT
1131
Tower Research Capital (TRC)
New York
$9K 100 -1,394 -93%
HCM
1132
Horrell Capital Management
Arkansas
$9K 100 – –
FMTCOCP
1133
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K 101 – –
NFSG
1134
Newbridge Financial Services Group
Florida
$8.62K 94 +3 +3%
AFG
1135
Albion Financial Group
Utah
$8.37K 91 – –
WWP
1136
WR Wealth Planners
Missouri
$8.28K 90 +90 New
MCM
1137
Manchester Capital Management
Vermont
$8.19K 89 -53 -37%
SIS
1138
Strategic Investment Solutions
Illinois
$7.36K 80 +80 New
CMA
1139
Cedar Mountain Advisors
Oregon
$7.27K 79 +79 New
TCWA
1140
Ten Capital Wealth Advisors
Washington
$7.27K 79 +79 New
CP
1141
Castleview Partners
Texas
$7.08K 77 – –
MWM
1142
Mascoma Wealth Management
New Hampshire
$6.87K 67 – –
TAM
1143
Tucker Asset Management
Colorado
$6.72K 73 – –
SC
1144
Solstein Capital
California
$6.62K 72 – –
RWPA
1145
Richard W. Paul & Associates
Michigan
$5.98K 65 – –
TFM
1146
TFC Financial Management
Massachusetts
$5.8K 63 – –
LFA
1147
Legend Financial Advisors
Pennsylvania
$5.61K 61 – –
HWM
1148
HighMark Wealth Management
Minnesota
$5.43K 59 -12 -17%
JGIA
1149
Jackson Grant Investment Advisers
Connecticut
$5.15K 56 +56 New
RMC
1150
Resources Management Corp
Connecticut
$5K 136 -264 -66%
44 45
46
47 48