Novartis
NVS
1,088 hedge funds and large institutions have $13.8B invested in Novartis in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 322 increasing their positions, 457 reducing their positions, and 95 closing their positions.
116% more call options, than puts
Call options by funds: $441M | Put options by funds: $204M
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
0.69% less ownership
Funds ownership: 8.31% → 7.62% (-0.69%)
5% less funds holding
Funds holding: 1,140 → 1,088 (-52)
18% less capital invested
Capital invested by funds: $16.9B → $13.8B (-$3.02B)
30% less repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 457
33% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$289M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$40M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$38.6M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$28.9M |
| 5 |
CI
Cambiar Investors
Denver,
Colorado
|
+$27.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$842M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$233M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$125M |
| 4 |
Parnassus Investments
San Francisco,
California
|
-$105M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$73.6M |
NVS Hedge Fund Activity: Q3 2022 in Review
1,088 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q3 2022, worth a combined $13.8B — down 18% from $16.9B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of NVS and 64 opened new positions — a net loss of 31 holders — while 457 trimmed existing stakes and 322 added.
The largest buyer was Janus Henderson Group, adding an estimated $289M. The largest seller was Fisher Asset Management, cutting an estimated $842M.
- 1,088 institutional investors held Novartis (NVS) as of Q3 2022, down from 1,140 in Q2 2022.
- Funds reported $13.8B of Novartis stock for Q3 2022, down 18% quarter-over-quarter.
- 64 funds opened new Novartis positions in Q3 2022 and 95 closed out, a net change of -31 holders.
- The largest Novartis buyer in Q3 2022 was Janus Henderson Group, an estimated $289M added.
- The largest Novartis seller in Q3 2022 was Fisher Asset Management, an estimated $842M sold.
Based on aggregated 13F filings for Q3 2022.