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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 Holding Trade Value Shares
Change 		Shares
Change %
CAN
176
Cetera Advisor Networks
California
$5.74M +$33.6K +365 +0.6%
TCOV
177
Trust Company of Vermont
Vermont
$5.68M -$55.9K -608 -1%
RG
178
Rathbones Group
United Kingdom
$5.68M -$427K -4,643 -7%
OCAM
179
Onex Canada Asset Management
Ontario, Canada
$5.67M +$1.89M +20,500 +50%
RWM
180
Ritholtz Wealth Management
New York
$5.6M -$610K -6,629 -10%
GG
181
Greenwood Gearhart
Arkansas
$5.59M -$5.03M -54,632 -47%
SFM
182
Sphera Funds Management
Israel
$5.52M +$5.52M +60,000 New
OMC
183
Old Mission Capital
Illinois
$5.33M -$2.73M -29,626 -34%
SEC
184
Seven Eight Capital
New York
$5.28M +$5.28M +57,388 New
SS
185
Simplicity Solutions
Minnesota
$5.24M +$783K +8,509 +18%
FA
186
FDx Advisors
Illinois
$5.24M – – –
FT
187
Fiduciary Trust
Massachusetts
$5.09M -$160K -1,742 -3%
NCM
188
Narwhal Capital Management
Georgia
$5.08M -$9.75K -106 -0.2%
NAM
189
NorthCrest Asset Manangement
Minnesota
$5M +$4.57M +49,721 +1,078%
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$4.99M -$190K -2,065 -4%
GCM
191
Garland Capital Management
Washington
$4.96M -$279K -3,035 -5%
BFG
192
Bleakley Financial Group
New Jersey
$4.88M +$483K +5,249 +11%
WLPWM
193
Walled Lake Planning & Wealth Management
Illinois
$4.88M +$354K +3,845 +8%
BWP
194
Baldwin Wealth Partners
Massachusetts
$4.85M +$20.9K +227 +0.4%
PSC
195
Prentiss Smith & Co
Vermont
$4.84M -$57.9K -629 -1%
MVIP
196
Mar Vista Investment Partners
California
$4.75M +$146K +1,582 +3%
CWG
197
Cornerstone Wealth Group
North Carolina
$4.74M +$32K +348 +0.7%
PAI
198
Pittenger & Anderson Inc
Nebraska
$4.68M -$299K -3,250 -6%
VAS
199
Vestmark Advisory Solutions
Massachusetts
$4.58M +$8.83K +96 +0.2%
CGA
200
Compound Global Advisors
Washington
$4.55M -$3.54M -38,525 -44%
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