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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 %
IWC
276
Integrated Wealth Concepts
Massachusetts
$2.57M +$99.3K +1,094 +4%
LBA
277
Lowell Blake & Associates
Massachusetts
$2.53M -$1.15M -12,640 -31%
EGA
278
Eagle Global Advisors
Texas
$2.52M -$43.3K -477 -2%
HT
279
HAP Trading
New York
$2.49M +$2.49M +27,478 New
TCM
280
Telos Capital Management
California
$2.46M +$246K +2,713 +11%
AllianceBernstein
281
AllianceBernstein
Tennessee
$2.43M +$16.4K +181 +0.7%
S
282
SignatureFD
Georgia
$2.42M +$224K +2,465 +10%
NW
283
Naviter Wealth
Arkansas
$2.41M +$223K +2,426 +10%
BRWA
284
B. Riley Wealth Advisors
Florida
$2.41M -$106K -1,171 -4%
ABP
285
Arthur B. Page
$2.39M +$18K +198 +0.8%
AWS
286
Atria Wealth Solutions
New York
$2.37M +$229K +2,526 +11%
IA
287
Insight Advisors
Pennsylvania
$2.37M -$298K -3,235 -11%
LJHT
288
Laurie J. Hall Trustee
$2.35M +$2.72K +30 +0.1%
SPIA
289
Steward Partners Investment Advisory
New York
$2.35M -$24.7K -272 -1%
CFB
290
Cullen/Frost Bankers
Texas
$2.32M -$389K -4,285 -14%
TAM
291
Tealwood Asset Management
Minnesota
$2.31M -$81.5K -899 -3%
MCP
292
Mirador Capital Partners
California
$2.28M -$70.4K -776 -3%
FPCG
293
Fort Pitt Capital Group
Pennsylvania
$2.27M +$527K +5,806 +30%
FFM
294
Forum Financial Management
Illinois
$2.26M – – –
AUB
295
Atlantic Union Bankshares
Virginia
$2.25M -$60.7K -669 -3%
WWA
296
WCG Wealth Advisors
Nevada
$2.24M +$265K +2,917 +13%
SF
297
Synovus Financial
Georgia
$2.22M +$129K +1,427 +6%
ECM
298
EagleClaw Capital Management
Massachusetts
$2.21M -$18.1K -200 -0.8%
GWM
299
Geneos Wealth Management
Colorado
$2.19M +$61.5K +678 +3%
HNB
300
Huntington National Bank
Ohio
$2.18M -$225K -2,484 -9%
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