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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 %
LBC
301
Lawrence B. Cohen
$2.18M +$34.5K +380 +2%
CCM
302
Cox Capital Management
Massachusetts
$2.16M +$8.71K +96 +0.4%
PAS
303
Park Avenue Securities
New York
$2.16M +$280K +3,091 +15%
STC
304
Sarah T. Connolly
$2.15M -$10.7K -118 -0.5%
API
305
Advisor Partners II
California
$2.13M +$583K +6,426 +38%
D.E. Shaw & Co
306
D.E. Shaw & Co
New York
$2.13M +$1.51M +16,678 +247%
SYBT
307
Stock Yards Bank & Trust
Kentucky
$2.11M -$62.2K -685 -3%
CIA
308
Cascade Investment Advisors
Oregon
$2.1M -$6.35K -70 -0.3%
CCMIC
309
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$2.1M -$83.9K -925 -4%
NED
310
Nancy E. Dempze
$2.09M -$12.5K -138 -0.6%
AT
311
Arvest Trust
Oklahoma
$2.09M +$345K +3,801 +20%
CA
312
Clearstead Advisors
Ohio
$2.07M -$118K -1,300 -5%
CB
313
Commerce Bank
Missouri
$2.04M -$96.2K -1,060 -5%
AAS
314
Avantax Advisory Services
Texas
$2.03M +$7.17K +79 +0.4%
PCM
315
Parsons Capital Management
Rhode Island
$2.01M -$80.7K -890 -4%
FC
316
FCA Corp
Texas
$2.01M +$6.8K +75 +0.3%
PAM
317
Palisade Asset Management
Minnesota
$2M -$454 -5 -0%
SCM
318
Stonebridge Capital Management
California
$1.99M -$40.8K -450 -2%
KBG
319
Kahn Brothers Group
New York
$1.96M -$136K -1,500 -6%
NPT
320
Nixon Peabody Trust
Massachusetts
$1.95M -$5.44K -60 -0.3%
Diamond Hill Capital Management
321
Diamond Hill Capital Management
Ohio
$1.95M – – –
TSS
322
Two Sigma Securities
New York
$1.92M +$670K +7,390 +54%
DWP
323
Daymark Wealth Partners
Ohio
$1.91M +$1.91M +21,099 New
CM
324
Caption Management
Oklahoma
$1.91M +$1.91M +21,000 New
AFM
325
Abbot Financial Management
Massachusetts
$1.89M -$31.8K -350 -2%
11 12
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