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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 %
SWM
1201
Scissortail Wealth Management
Oklahoma
– – -6,955 Closed
RCM
1202
Radnor Capital Management
Pennsylvania
– – -6,825 Closed
ST
1203
Spinnaker Trust
Maine
– – -4,504 Closed
VF
1204
Virtu Financial
New York
– – -4,428 Closed
PSP
1205
Principal Street Partners
Tennessee
– – -4,065 Closed
HF
1206
HRT Financial
New York
– – -3,762 Closed
FRM
1207
Fox Run Management
Connecticut
– – -3,572 Closed
SPP
1208
Single Point Partners
Massachusetts
– – -3,438 Closed
LW
1209
Linscomb Wealth
Texas
– – -3,437 Closed
PPW
1210
Parcion Private Wealth
Washington
– – -3,414 Closed
MAM
1211
Madison Asset Management
Wisconsin
– – -3,393 Closed
AFM
1212
Andesa Financial Management
Pennsylvania
– – -3,254 Closed
MGWM
1213
Marks Group Wealth Management
Minnesota
– – -3,146 Closed
AWA
1214
Arkadios Wealth Advisors
Georgia
– – -3,075 Closed
CMI
1215
Clare Market Investments
Texas
– – -2,827 Closed
RWA
1216
River Wealth Advisors
Pennsylvania
– – -2,771 Closed
KFA
1217
Kapstone Financial Advisors
Ohio
– – -2,595 Closed
SB
1218
Strategic Blueprint
Georgia
– – -2,545 Closed
JF
1219
Jump Financial
Illinois
– – -2,476 Closed
GQG Partners
1220
GQG Partners
Florida
– – -2,446 Closed
EWM
1221
Empirical Wealth Management
Washington
– – -2,437 Closed
JSW
1222
Journey Strategic Wealth
New Jersey
– – -2,359 Closed
GB
1223
Goepper Burkhardt
South Carolina
– – -2,250 Closed
NP
1224
NorthRock Partners
Minnesota
– – -2,230 Closed
CBFP
1225
Cedar Brook Financial Partners
Ohio
– – -2,226 Closed
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