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

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$83.1M
2
Boston Partners
Boston Partners
Massachusetts
$135M
3
Dodge & Cox
Dodge & Cox
California
$1.6B
4
Parnassus Investments
Parnassus Investments
California
$0
5
Capital World Investors
Capital World Investors
California
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
251
Siena Capital
Ohio
$2.55M +$39.4K +518 +2%
AWM
252
AE Wealth Management
Kansas
$2.55M +$179K +2,351 +8%
BFG
253
Beacon Financial Group
Texas
$2.53M +$107K +1,391 +4%
OC
254
Oppenheimer & Co
New York
$2.52M -$117K -1,541 -4%
SSWM
255
Smith Salley Wealth Management
North Carolina
$2.49M +$12.9K +170 +0.5%
DRD
256
Dennis R. Delaney
$2.49M +$2.49M +32,701 New
HTC
257
Haverford Trust Company
Pennsylvania
$2.47M – – –
Millennium Management
258
Millennium Management
New York
$2.44M +$2.01M +26,412 +467%
ANTB
259
AMG National Trust Bank
Colorado
$2.43M -$1.29K -17 -0.1%
VPIM
260
Vanguard Personalized Indexing Management
California
$2.43M +$82.7K +1,088 +4%
AP
261
Americana Partners
Texas
$2.43M +$1.5M +19,735 +162%
PAM
262
Private Asset Management
California
$2.41M -$272K -3,584 -10%
BF
263
BOK Financial
Oklahoma
$2.39M -$22.6K -297 -0.9%
HFS
264
Hantz Financial Services
Michigan
$2.37M +$63.6K +837 +3%
MC
265
Moors & Cabot
Massachusetts
$2.35M -$22.6K -297 -1%
FGP
266
Foyston, Gordon, & Payne
Ontario, Canada
$2.34M +$1.49M +19,546 +175%
BCB
267
Brian C. Broderick
$2.31M -$150K -1,980 -6%
EFS
268
Econ Financial Services
Pennsylvania
$2.3M +$2.3M +30,288 New
CFB
269
Cullen/Frost Bankers
Texas
$2.27M +$16.7K +220 +0.7%
CGH
270
Crossmark Global Holdings
Texas
$2.26M +$322K +4,233 +17%
NIM
271
Northeast Investment Management
Massachusetts
$2.24M -$70.7K -930 -3%
WTC
272
WhitTier Trust Company
Nevada
$2.23M -$44.5K -585 -2%
SWK
273
Stephen W. Kidder
$2.21M -$165K -2,175 -7%
DSA
274
Davis Selected Advisers
Arizona
$2.2M – – –
IA
275
Insight Advisors
Pennsylvania
$2.2M +$127K +1,668 +6%
9 10
11
12 13