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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 %
Russell Investments Group
201
Russell Investments Group
United Kingdom
$4.53M -$5.1M -55,484 -53%
WT
202
Whittier Trust
California
$4.45M -$44.6K -485 -1%
GCA
203
Guardian Capital Advisors
Ontario, Canada
$4.42M -$5.31K -55 -0.1%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$4.41M -$547K -5,951 -11%
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$4.35M +$195K +2,120 +5%
ACM
206
Aquatic Capital Management
Illinois
$4.31M +$4.31M +46,800 New
MFS
207
Mirabella Financial Services
United Kingdom
$4.28M +$4.28M +60,958 New
AI
208
Atria Investments
North Carolina
$4.25M -$1.61M -17,452 -27%
AOI
209
Auto-Owners Insurance
Michigan
$4.15M – – –
LNWWM
210
Laird Norton Wetherby Wealth Management
California
$4.13M +$460 +5 +0%
YDMI
211
Y.D. More Investments
Israel
$4.03M – – –
PHS
212
Pekin Hardy Strauss
Illinois
$4.02M -$2.67K -29 -0.1%
NME
213
Notis-McConarty Edward
$3.98M -$40.5K -440 -1%
CAM
214
Carret Asset Management
New York
$3.96M -$367K -3,993 -8%
WIC
215
Woodmont Investment Counsel
Tennessee
$3.95M -$33.5K -364 -0.8%
SC
216
Scotia Capital
Ontario, Canada
$3.91M +$24.5K +266 +0.6%
VPIM
217
Vanguard Personalized Indexing Management
California
$3.9M +$600K +6,519 +18%
AIA
218
Avalon Investment & Advisory
Texas
$3.89M -$119K -1,294 -3%
SAM
219
Smithbridge Asset Management
Pennsylvania
$3.86M +$126K +1,370 +3%
CCMINC
220
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.81M -$9.2K -100 -0.2%
KeyBank National Association
221
KeyBank National Association
Ohio
$3.81M -$94.2K -1,024 -2%
FBC
222
Fairfield, Bush & Co
Connecticut
$3.79M +$686K +7,461 +22%
DC
223
Davenport & Co
Virginia
$3.74M +$322K +3,504 +9%
YCM
224
Yousif Capital Management
Michigan
$3.72M +$14.6K +159 +0.4%
BIC
225
Beach Investment Counsel
Pennsylvania
$3.65M -$304K -3,300 -8%
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