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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
+$265M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$36.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$35.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$26.5M
5
CI
Cambiar Investors
Colorado
+$25.1M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$772M
2
Boston Partners
Boston Partners
Massachusetts
-$214M
3
Dodge & Cox
Dodge & Cox
California
-$114M
4
Parnassus Investments
Parnassus Investments
California
-$105M
5
Capital World Investors
Capital World Investors
California
-$68M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
326
Valley National Advisers
Pennsylvania
$1.64M -$12.9K -166 -0.8%
NPT
327
Nixon Peabody Trust
Massachusetts
$1.64M -$1.08M -14,149 -40%
Diamond Hill Capital Management
328
Diamond Hill Capital Management
Ohio
$1.63M +$114K +1,497 +7%
AFM
329
Abbot Financial Management
Massachusetts
$1.61M -$321K -4,225 -17%
HKAM
330
Horizon Kinetics Asset Management
New York
$1.61M +$83.6K +1,100 +5%
FCH
331
Freestone Capital Holdings
Washington
$1.6M -$1.19M -15,655 -43%
PAS
332
Park Avenue Securities
New York
$1.58M +$107K +1,409 +7%
RWM
333
Ritholtz Wealth Management
New York
$1.51M -$54.9K -722 -4%
AMG
334
Advisors Management Group
Wisconsin
$1.5M -$13K -171 -0.9%
AAM
335
Advisors Asset Management
Colorado
$1.5M -$249K -3,281 -14%
NAM
336
NorthCrest Asset Manangement
Minnesota
$1.48M -$20.5K -269 -1%
FNBT
337
FineMark National Bank & Trust
Florida
$1.46M -$50K -658 -3%
FPCG
338
Fort Pitt Capital Group
Pennsylvania
$1.46M +$206K +2,716 +16%
AT
339
Arvest Trust
Oklahoma
$1.46M +$244K +3,206 +20%
HL
340
HeadInvest LLC
Maine
$1.44M -$26.2K -345 -2%
YIH
341
Y-Intercept (HK)
Hong Kong
$1.43M +$1.07M +14,062 +294%
MPPW
342
Mitchell & Pahl Private Wealth
Oklahoma
$1.43M +$41.6K +548 +3%
SIA
343
Schechter Investment Advisors
Michigan
$1.42M -$346K -4,559 -20%
BCM
344
Brookstone Capital Management
Illinois
$1.38M -$7.38K -98 -0.5%
SSB
345
Sandy Spring Bank
Maryland
$1.38M -$176K -2,320 -11%
LWAC
346
Laurel Wealth Advisors (California)
California
$1.38M -$13.1K -172 -0.9%
III
347
Independent Investors Inc
New York
$1.36M – – –
PI
348
PEAK6 Investments
Illinois
$1.36M +$1.36M +17,868 New
SW
349
SVB Wealth
Massachusetts
$1.36M -$16K -210 -1%
CCA
350
Checchi Capital Advisers
California
$1.34M +$836 +11 +0.1%
12 13
14
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