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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 %
SWA
1151
Sutton Wealth Advisors
Florida
$4.88K 53 -1,882 -97%
FGAM
1152
Financial Gravity Asset Management
Texas
$4.84K 92 +1 +1%
RCM
1153
Raleigh Capital Management
North Carolina
$4.6K 50 – –
NC
1154
NewSquare Capital
Pennsylvania
$3.77K 41 +16 +64%
OIS
1155
Okabena Investment Services
Minnesota
$3.13K 34 – –
SIS
1156
Sound Income Strategies
Florida
$3.04K 33 +33 New
FMP
1157
Financial Management Professionals
Texas
$3K 34 -305 -90%
TIM
1158
Thompson Investment Management
Wisconsin
$2.85K 31 +31 New
BWS
1159
Buck Wealth Strategies
Colorado
$2.78K 30 +30 New
WIM
1160
Westside Investment Management
California
$2.39K 26 – –
CB
1161
Centennial Bank
Arkansas
$2.3K 25 -28 -53%
DAM
1162
Delta Asset Management
Tennessee
$2.3K 25 – –
AIC
1163
Archer Investment Corporation
Indiana
$2.21K 24 – –
RWM
1164
Ruedi Wealth Management
Illinois
$2.12K 23 – –
TAIM
1165
TD Ameritrade Investment Management
Nebraska
$2K 22 -40 -65%
Nisa Investment Advisors
1166
Nisa Investment Advisors
Missouri
$2K 22 – –
CAC
1167
Core Alternative Capital
Georgia
$1.84K 20 -135 -87%
MAM
1168
Marquette Asset Management
Minnesota
$1.56K 17 -300 -95%
HFM
1169
Hartford Financial Management
Connecticut
$1.29K 14 +14 New
AAG
1170
Armstrong Advisory Group
Massachusetts
$1.2K 13 -100 -88%
PMFA
1171
Plante Moran Financial Advisors
Michigan
$1.1K 12 -166 -93%
MBFW
1172
Morton Brown Family Wealth
Pennsylvania
$1.1K 12 +12 New
MFT
1173
Moisand Fitzgerald Tamayo
Florida
$1.01K 11 +11 New
DI
1174
Disciplined Investments
Oklahoma
$920 10 – –
HWP
1175
Highline Wealth Partners
California
$552 6 – –
45 46
47
48 49