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Novartis
NVS

Overview Fund Activity

1,182 hedge funds and large institutions have $15.3B invested in Novartis in 2022 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 297 increasing their positions, 495 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+95
Holders Change %
+8.74%
% of All Funds
19.07%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
172
Increased
297
Reduced
495
Closed
59
Calls
$798M
Puts
$341M
Net Calls
+$456M
Net Calls Change
+$220M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$227M
2
MSE
MUFG Securities EMEA
United Kingdom
+$55.1M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$50.5M
4
Morgan Stanley
Morgan Stanley
New York
+$34.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$21.7M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$361M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
3
Boston Partners
Boston Partners
Massachusetts
-$158M
4
Bank of America
Bank of America
North Carolina
-$76.9M
5
Goldman Sachs
Goldman Sachs
New York
-$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKIM
226
Hayek Kallen Investment Management
Alabama
$3.66M -$54.4K -600 -1%
YCM
227
Yousif Capital Management
Michigan
$3.66M – – –
GMA
228
Glassy Mountain Advisors
Maryland
$3.57M +$3.57M +39,380 New
LCM
229
Logan Capital Management
Pennsylvania
$3.56M +$137K +1,508 +4%
BC
230
Brookfield Corp
Ontario, Canada
$3.54M -$14.2M -156,776 -80%
BFS
231
Bradley Foster & Sargent
Connecticut
$3.46M -$113K -1,242 -3%
DC
232
Davenport & Co
Virginia
$3.37M -$55.9K -616 -2%
AWM
233
AE Wealth Management
Kansas
$3.36M +$320K +3,523 +11%
BCM
234
Bayesian Capital Management
New York
$3.32M +$871K +9,600 +36%
AAM
235
Azzad Asset Management
Virginia
$3.31M -$1.32M -14,506 -28%
CCB
236
Country Club Bank
Missouri
$3.26M -$34.3K -378 -1%
VPIM
237
Vanguard Personalized Indexing Management
California
$3.25M +$352K +3,876 +12%
GT
238
Glenmede Trust
Pennsylvania
$3.24M -$95.1K -1,048 -3%
FHB
239
First Hawaiian Bank
Hawaii
$3.18M -$50.5K -557 -2%
PA
240
Perennial Advisors
New York
$3.18M -$44.2K -487 -1%
ATC
241
Argent Trust Co
Tennessee
$3.12M -$260K -2,863 -8%
SC
242
Sepio Capital
Utah
$3.1M -$1.11M -12,208 -26%
PCA
243
Providence Capital Advisors
North Carolina
$3.09M -$181 -2 -0%
ASN
244
Advisory Services Network
Georgia
$3.09M -$173K -1,911 -5%
KTM
245
Keeler Thomas Management
Utah
$3.09M -$805K -8,870 -21%
FBC
246
Fairfield, Bush & Co
Connecticut
$3.06M -$26.5K -292 -0.9%
BFG
247
Beacon Financial Group
Texas
$3.03M +$32.4K +355 +1%
WA
248
WealthTrust Axiom
Pennsylvania
$3.01M -$188K -2,075 -6%
CTA
249
Chesley Taft & Associates
Illinois
$3.01M -$105K -1,160 -3%
MOS
250
MGO One Seven
Ohio
$2.99M +$178K +1,965 +6%
8 9
10
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