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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 %
NGA
276
Naples Global Advisors
Florida
$2.2M +$87.4K +1,150 +4%
BCI
277
Brinker Capital Investments
Pennsylvania
$2.17M -$235K -3,092 -10%
SGI
278
Summit Global Investments
Utah
$2.16M +$881K +11,586 +69%
EGA
279
Eagle Global Advisors
Texas
$2.15M -$65.2K -858 -3%
BRWA
280
B. Riley Wealth Advisors
Florida
$2.11M +$444K +5,834 +27%
AW
281
Apricus Wealth
South Carolina
$2.09M +$45.6K +600 +2%
IWC
282
Integrated Wealth Concepts
Massachusetts
$2.07M +$9.88K +130 +0.5%
BCM
283
Bayesian Capital Management
New York
$2.05M +$2.05M +26,993 New
FTDI
284
First Trust Direct Indexing
Massachusetts
$2.05M +$97.6K +1,284 +5%
AllianceBernstein
285
AllianceBernstein
Tennessee
$2.02M +$42.1K +554 +2%
HNB
286
Huntington National Bank
Ohio
$2.02M -$80.8K -1,063 -4%
TAM
287
Tealwood Asset Management
Minnesota
$2M -$16K -211 -0.8%
ABP
288
Arthur B. Page
$1.99M -$49.4K -650 -2%
SPIA
289
Steward Partners Investment Advisory
New York
$1.99M -$68.1K -896 -3%
IIM
290
Ipswich Investment Management
Massachusetts
$1.97M -$157K -2,068 -7%
MCP
291
Mirador Capital Partners
California
$1.97M +$22K +290 +1%
BTWM
292
Baker Tilly Wealth Management
Wisconsin
$1.97M -$150K -1,979 -7%
LJHT
293
Laurie J. Hall Trustee
$1.97M +$3.8K +50 +0.2%
AUB
294
Atlantic Union Bankshares
Virginia
$1.94M -$230K -3,027 -11%
Russell Investments Group
295
Russell Investments Group
United Kingdom
$1.92M -$11M -144,725 -85%
SGDR
296
SPX Gestao de Recursos
Brazil
$1.9M +$1.9M +25,000 New
FFM
297
Forum Financial Management
Illinois
$1.9M – – –
CIA
298
Cascade Investment Advisors
Oregon
$1.88M +$21.9K +270 +1%
ECM
299
EagleClaw Capital Management
Massachusetts
$1.86M -$28.5K -375 -2%
TCM
300
Telos Capital Management
California
$1.86M +$93.5K +1,230 +5%
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