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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 %
DRD
251
Dennis R. Delaney
$2.94M -$22.7K -250 -0.8%
BF
252
BOK Financial
Oklahoma
$2.93M +$80.7K +890 +3%
EHC
253
Everett Harris & Co
California
$2.93M -$1.8M -19,870 -38%
HTC
254
Haverford Trust Company
Pennsylvania
$2.91M -$37.6K -414 -1%
ANTB
255
AMG National Trust Bank
Colorado
$2.9M – – –
CAM
256
Cubic Asset Management
Massachusetts
$2.87M -$198K -2,185 -6%
OC
257
Oppenheimer & Co
New York
$2.86M -$144K -1,585 -5%
ACM
258
Advisors Capital Management
New Jersey
$2.76M -$116K -1,275 -4%
SGI
259
Summit Global Investments
Utah
$2.75M +$166K +1,835 +6%
MFFIA
260
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.74M +$2.74M +30,150 New
Boston Partners
261
Boston Partners
Massachusetts
$2.73M -$158M -1,742,349 -98%
PAM
262
Private Asset Management
California
$2.73M -$152K -1,675 -5%
FGP
263
Foyston, Gordon, & Payne
Ontario, Canada
$2.72M -$64.9K -715 -2%
MC
264
Moors & Cabot
Massachusetts
$2.7M -$103K -1,138 -4%
CGH
265
Crossmark Global Holdings
Texas
$2.69M -$10.1K -111 -0.4%
Capital World Investors
266
Capital World Investors
California
$2.68M -$2.86M -31,200 -52%
NGA
267
Naples Global Advisors
Florida
$2.66M +$40.8K +450 +2%
BCI
268
Brinker Capital Investments
Pennsylvania
$2.66M +$78.1K +861 +3%
HFS
269
Hantz Financial Services
Michigan
$2.65M -$174K -1,913 -6%
SWK
270
Stephen W. Kidder
$2.64M -$907 -10 -0%
BTWM
271
Baker Tilly Wealth Management
Wisconsin
$2.63M +$278K +3,063 +12%
AW
272
Apricus Wealth
South Carolina
$2.63M +$132K +1,450 +5%
NIM
273
Northeast Investment Management
Massachusetts
$2.59M -$80.8K -891 -3%
WTC
274
WhitTier Trust Company
Nevada
$2.58M -$75.5K -832 -3%
BCB
275
Brian C. Broderick
$2.58M -$175K -1,930 -6%
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