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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 %
ZAM
151
Zevin Asset Management
Massachusetts
$7.59M 82,538 -7,350 -8%
MGIA
152
Matthew Goff Investment Advisor
Texas
$7.56M 82,165 -339 -0.4%
MCM
153
Mengis Capital Management
Oregon
$7.53M 81,868 -390 -0.5%
LOPW
154
Live Oak Private Wealth
North Carolina
$7.5M 81,486 +6,006 +8%
JFL
155
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.44M 80,829 -4,505 -5%
FPTW
156
Franklin, Parlapiano, Turner & Welch
Texas
$7.4M 80,413 +172 +0.2%
CCM
157
Cohen Capital Management
California
$7.37M 80,148 -368 -0.5%
MJP
158
Michael J. Puzo
$7.34M 79,761 +1,962 +3%
TG
159
TCW Group
California
$7.02M 76,260 +4,079 +6%
EVM
160
Evelyn V. Moreno
$6.96M 75,601 +4,004 +6%
New York State Common Retirement Fund
161
New York State Common Retirement Fund
New York
$6.92M 75,211 -5,005 -6%
WF
162
Welch & Forbes
Massachusetts
$6.9M 75,020 -4,771 -6%
MML Investors Services
163
MML Investors Services
Massachusetts
$6.68M 72,568 -5,807 -7%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$6.59M 71,639 -1,301 -2%
ACM
165
Altrius Capital Management
North Carolina
$6.56M 71,262 +3,978 +6%
CCB
166
Country Club Bank
Missouri
$6.36M 69,502 +33,585 +94%
CNB
167
Camden National Bank
Maine
$6.32M 68,701 +519 +0.8%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$6.1M 66,336 -1,058 -2%
TCCM
169
Timber Creek Capital Management
Massachusetts
$6.03M 65,533 -2,631 -4%
TNBTD
170
Trustmark National Bank Trust Department
Mississippi
$5.91M 64,259 +64,259 New
PA
171
Pinnacle Associates
New York
$5.87M 63,771 -829 -1%
BBHC
172
Brown Brothers Harriman & Co
New York
$5.86M 63,738 -7,277 -10%
DP
173
Dearborn Partners
Illinois
$5.8M 63,083 -10 -0%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$5.75M 62,490 -83 -0.1%
OCM
175
Osterweis Capital Management
California
– – -60,823 Closed
5 6
7
8 9