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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 %
EWA
101
Exencial Wealth Advisors
Oklahoma
$15.5M 168,535 -7,016 -4%
BCWM
102
Bartlett & Co Wealth Management
Ohio
$15.4M 167,593 -10,278 -6%
BC
103
Bartlett & Co
Ohio
$15.4M 167,593 -10,278 -6%
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$14.7M 159,717 -6,724 -4%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$14.4M 156,143 -3,297 -2%
FFIC
106
First Fiduciary Investment Counsel
Ohio
$14.2M 154,293 -4,104 -3%
GD
107
Grandfield & Dodd
New York
$14.1M 153,601 +1,538 +1%
SBH
108
Segall Bryant & Hamill
Illinois
$14.1M 153,138 -4,981 -3%
CIM
109
Corda Investment Management
Texas
$13.3M 144,723 -22,246 -13%
KFS
110
Kurt F. Somerville
$13.3M 144,390 +785 +0.5%
Federated Hermes
111
Federated Hermes
Pennsylvania
$13.1M 142,906 +6,387 +5%
RCYC
112
Richard C. Young & Co
Rhode Island
$13.1M 142,437 +1,671 +1%
EIA
113
Edgemoor Investment Advisors
Maryland
$12.9M 140,685 -461 -0.3%
Osaic Holdings
114
Osaic Holdings
Arizona
$12.8M 138,956 +3,167 +2%
GC
115
Grimes & Company
Massachusetts
$12.8M 139,088 -3,603 -3%
GIA
116
Guyasuta Investment Advisors
Pennsylvania
$12.7M 137,579 +385 +0.3%
Two Sigma Investments
117
Two Sigma Investments
New York
$12.6M 137,347 -514,595 -79%
TCM
118
Tekla Capital Management
Massachusetts
$12.5M 136,225 – –
WIC
119
Wilkins Investment Counsel
Massachusetts
$12.4M 134,710 -250 -0.2%
RMCM
120
Reynders McVeigh Capital Management
Massachusetts
$12.2M 133,051 -7,704 -5%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$12.2M 133,445 -11,776 -8%
Adage Capital Partners
122
Adage Capital Partners
Massachusetts
$12.1M 131,984 +131,984 New
CIBC World Market
123
CIBC World Market
Ontario, Canada
$12M 129,936 -1,642 -1%
NW
124
NewEdge Wealth
Pennsylvania
$11.6M 126,529 +13,847 +12%
EPAM
125
Euro Pacific Asset Management
Puerto Rico
$11.4M 124,140 +269 +0.2%
3 4
5
6 7