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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 %
FFL
1176
Financial Freedom LLC
Ohio
$284 3 – –
BFPW
1177
BOK Financial Private Wealth
Colorado
$92 1 – –
SFCL
1178
Strengthening Families & Communities LLC
Massachusetts
$9 100 +100 New
MSE
1179
MUFG Securities EMEA
United Kingdom
– – -600,000 Closed
Qube Research & Technologies (QRT)
1180
Qube Research & Technologies (QRT)
United Kingdom
– – -165,124 Closed
Simplex Trading
1181
Simplex Trading
Illinois
– – -111,100 Closed
HSBC Holdings
1182
HSBC Holdings
United Kingdom
– – -73,350 Closed
GMA
1183
Glassy Mountain Advisors
Maryland
– – -39,380 Closed
BC
1184
Brookfield Corp
Ontario, Canada
– – -38,968 Closed
KTM
1185
Keeler Thomas Management
Utah
– – -34,072 Closed
HT
1186
HAP Trading
New York
– – -27,478 Closed
IA
1187
Insight Advisors
Pennsylvania
– – -25,678 Closed
CCM
1188
Cox Capital Management
Massachusetts
– – -23,845 Closed
TSS
1189
Two Sigma Securities
New York
– – -21,193 Closed
CM
1190
Caption Management
Oklahoma
– – -21,000 Closed
ST
1191
Somerset Trust
Pennsylvania
– – -15,160 Closed
WHG
1192
Westwood Holdings Group
Texas
– – -12,712 Closed
CS
1193
Credit Suisse
Switzerland
– – -12,000 Closed
GSWM
1194
Greenup Street Wealth Management
Michigan
– – -11,475 Closed
NFG
1195
Nations Financial Group
Iowa
– – -11,283 Closed
E
1196
Ergoteles
New York
– – -9,678 Closed
IAIM
1197
International Assets Investment Management
Florida
– – -8,695 Closed
HT
1198
Headlands Technologies
Illinois
– – -7,901 Closed
TCWM
1199
Total Clarity Wealth Management
Illinois
– – -7,578 Closed
GWA
1200
GGM Wealth Advisors
Maryland
– – -7,025 Closed
46 47
48
49 50