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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 %
PNC
326
Park National Corp
Ohio
$1.88M -$179K -1,978 -9%
VNA
327
Valley National Advisers
Pennsylvania
$1.88M -$37.9K -419 -2%
NB
328
NBT Bank
New York
$1.86M -$128K -1,411 -6%
TC
329
TownSquare Capital
Utah
$1.86M +$348K +3,838 +23%
AMG
330
Advisors Management Group
Wisconsin
$1.83M +$34.7K +383 +2%
CAM
331
Cresset Asset Management
Illinois
$1.81M -$310K -3,448 -15%
HWMA
332
Heritage Wealth Management (Arizona)
Arizona
$1.79M +$987K +10,882 +124%
IIM
333
Ipswich Investment Management
Massachusetts
$1.77M -$586K -6,463 -25%
Cetera Investment Advisers
334
Cetera Investment Advisers
Illinois
$1.76M +$862K +9,498 +96%
MPPW
335
Mitchell & Pahl Private Wealth
Oklahoma
$1.73M +$26.4K +291 +2%
AAM
336
Advisors Asset Management
Colorado
$1.73M -$60.5K -667 -3%
HKAM
337
Horizon Kinetics Asset Management
New York
$1.71M -$209K -2,300 -11%
HL
338
HeadInvest LLC
Maine
$1.7M -$17.8K -196 -1%
FNBT
339
FineMark National Bank & Trust
Florida
$1.69M -$54.9K -605 -3%
BCM
340
Brookstone Capital Management
Illinois
$1.69M -$6.09K -66 -0.4%
BIP
341
Brandes Investment Partners
California
$1.69M -$16.3M -179,904 -91%
CWM
342
Compass Wealth Management
Connecticut
$1.66M +$1.66M +18,350 New
FAM
343
Fred Alger Management
New York
$1.65M +$129K +1,421 +9%
BEI
344
Benjamin Edwards Inc
Missouri
$1.64M +$203K +2,232 +14%
OPA
345
Old Port Advisors
Maine
$1.64M +$80.4K +886 +5%
WA
346
Wambolt & Associates
Colorado
$1.63M +$50.1K +552 +3%
LWAC
347
Laurel Wealth Advisors (California)
California
$1.63M -$19.4K -214 -1%
III
348
Independent Investors Inc
New York
$1.62M – – –
MYIA
349
Mount Yale Investment Advisors
Colorado
$1.61M +$153K +1,681 +10%
CCA
350
Checchi Capital Advisers
California
$1.59M -$12.3K -136 -0.8%
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