NVS icon

Novartis
NVS

Overview Fund Activity

1,087 hedge funds and large institutions have $13.8B invested in Novartis in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 323 increasing their positions, 456 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,087
Holders Change
-53
Holders Change %
-4.65%
% of All Funds
18.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
63
Increased
323
Reduced
456
Closed
95
Calls
$441M
Puts
$204M
Net Calls
+$236M
Net Calls Change
+$129M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$508M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$387M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$494M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$49.4M
5
CI
5
Cambiar Investors
Colorado
$25.1M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$83.1M
2
Boston Partners
2
Boston Partners
Massachusetts
$135M
3
Dodge & Cox
3
Dodge & Cox
California
$1.6B
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
Capital World Investors
5
Capital World Investors
California
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKIM
226
Hayek Kallen Investment Management
Alabama
$3.11M -$7.6K -100 -0.2%
LBA
227
Lowell Blake & Associates
Massachusetts
$3.08M -$352K -4,626 -10%
YCM
228
Yousif Capital Management
Michigan
$3.07M – – –
Barclays
229
Barclays
United Kingdom
$3.07M +$2.95M +38,754 +2,459%
Cerity Partners
230
Cerity Partners
New York
$3.03M +$86.8K +1,142 +3%
BFS
231
Bradley Foster & Sargent
Connecticut
$2.99M -$73.3K -965 -2%
NA
232
NewEdge Advisors
Louisiana
$2.97M -$66K -868 -2%
EVM
233
Evelyn V. Moreno
$2.93M -$2.53M -33,330 -46%
LCM
234
Logan Capital Management
Pennsylvania
$2.87M +$246K +3,230 +9%
DC
235
Davenport & Co
Virginia
$2.87M +$385K +5,069 +16%
ATC
236
Argent Trust Co
Tennessee
$2.84M +$65.1K +857 +2%
CAN
237
Cetera Advisor Networks
California
$2.8M +$241K +3,173 +9%
GT
238
Glenmede Trust
Pennsylvania
$2.79M -$395K -5,204 -12%
CCB
239
Country Club Bank
Missouri
$2.78M -$140K -1,828 -5%
ASN
240
Advisory Services Network
Georgia
$2.74M -$1.01M -13,225 -27%
FHB
241
First Hawaiian Bank
Hawaii
$2.71M -$292K -3,836 -10%
PA
242
Perennial Advisors
New York
$2.7M +$155K +2,035 +6%
WA
243
WealthTrust Axiom
Pennsylvania
$2.68M -$7.6K -100 -0.3%
ERSOT
244
Employees Retirement System of Texas
Texas
$2.67M +$1.11M +14,618 +71%
ACM
245
Advisors Capital Management
New Jersey
$2.64M +$226K +2,713 +9%
SL
246
Summitry LLC
California
$2.61M +$172K +2,259 +7%
CTA
247
Chesley Taft & Associates
Illinois
$2.61M -$26.6K -350 -1%
PCA
248
Providence Capital Advisors
North Carolina
$2.59M +$53.1K +698 +2%
FBC
249
Fairfield, Bush & Co
Connecticut
$2.59M -$236K -3,103 -8%
CAM
250
Cubic Asset Management
Massachusetts
$2.57M -$7.6K -100 -0.3%
8 9
10
11 12