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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 %
SSG
1226
Summit Securities Group
New York
$0 1 -2,096 -100%
OIM
1227
Oder Investment Management
California
– – -2,090 Closed
SC
1228
Seldon Capital
California
– – -1,167 Closed
ZIG
1229
Zullo Investment Group
Pennsylvania
– – -925 Closed
LAM
1230
Lakewood Asset Management
Illinois
– – -562 Closed
Acadian Asset Management
1231
Acadian Asset Management
Massachusetts
– – -458 Closed
3IP
1232
3Chopt Investment Partners
Virginia
– – -457 Closed
FWA
1233
Freedom Wealth Alliance
Wisconsin
– – -450 Closed
MSCM
1234
McElhenny Sheffield Capital Management
Texas
– – -438 Closed
RFA
1235
Resurgent Financial Advisors
Georgia
– – -389 Closed
OWA
1236
One Wealth Advisors
California
– – -350 Closed
AWM
1237
Activest Wealth Management
Florida
– – -320 Closed
DWP
1238
Destiny Wealth Partners
Florida
– – -303 Closed
LF
1239
Lee Financial
Texas
– – -300 Closed
MDCM
1240
Morgan Dempsey Capital Management
Wisconsin
– – -172 Closed
CAS
1241
Coppell Advisory Solutions
Texas
– – -154 Closed
CASC
1242
Coppell Advisory Solutions Corp
Texas
– – -154 Closed
HB
1243
Horizon Bancorp
Indiana
– – -135 Closed
AWM
1244
Accurate Wealth Management
Florida
– – -125 Closed
NL
1245
NVWM LLC
Pennsylvania
– – -123 Closed
PCM
1246
Polaris Capital Management
Massachusetts
– – -100 Closed
MS
1247
Madden Securities
Texas
– – -100 Closed
MPCL
1248
My Personal CFO LLC
Washington
– – -97 Closed
LS
1249
Leelyn Smith
Illinois
– – -73 Closed
LTI
1250
Laffer Tengler Investments
Tennessee
– – -71 Closed
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