NVS icon

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 %
UCFA
126
United Capital Financial Advisors
Texas
$11.4M 123,861 -3,521 -3%
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$11.3M 123,232 -6,696 -5%
FVWA
128
Foster Victor Wealth Advisors
South Carolina
$11.1M 118,903 +5,704 +5%
NPA
129
Nichols & Pratt Advisers
Massachusetts
$10.9M 118,181 -39,587 -25%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$10.5M 114,347 +4,285 +4%
PMG
131
ProVise Management Group
Florida
$10.5M 113,609 +567 +0.5%
BG
132
Bahl & Gaynor
Ohio
$9.78M 106,305 -1,196 -1%
SSA
133
Schonfeld Strategic Advisors
New York
$9.78M 106,277 +106,277 New
ISL
134
Ingalls & Snyder LLC
New York
$9.75M 106,026 +420 +0.4%
TBA
135
Tower Bridge Advisors
Pennsylvania
$9.72M 105,649 -2,471 -2%
EI
136
Ethic Inc
New York
$9.3M 101,103 -2,691 -3%
USCWA
137
U.S. Capital Wealth Advisors
Texas
$9.18M 99,790 +5,156 +5%
CSIC
138
Clifford Swan Investment Counsel
California
$9.02M 98,092 -3,779 -4%
TBC
139
Tweedy, Browne Co
Connecticut
$9M 97,828 -1,078 -1%
FWIA
140
Fort Washington Investment Advisors
Ohio
$8.98M 97,578 – –
T. Rowe Price Associates
141
T. Rowe Price Associates
Maryland
$8.97M 97,502 +3,673 +4%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$8.77M 95,308 -2,177 -2%
Manulife (Manufacturers Life Insurance)
143
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.73M 94,843 +376 +0.4%
AAIM
144
American Assets Investment Management
California
$8.61M 93,610 – –
Optiver Holding
145
Optiver Holding
Netherlands
$8.53M 92,697 -298,790 -76%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$8.47M 92,018 -4,258 -4%
GF
147
Gabelli Funds
New York
$8.23M 89,500 – –
William Blair & Company
148
William Blair & Company
Illinois
$8.17M 88,764 -1,956 -2%
IHL
149
Investment House LLC
California
$7.75M 84,235 -522 -0.6%
BS
150
Banco Santander
Spain
$7.75M 84,209 -55,970 -40%
4 5
6
7 8