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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 %
SCA
351
Snowden Capital Advisors
New York
$1.34M -$328K -4,319 -20%
OPA
352
Old Port Advisors
Maine
$1.33M +$52.8K +683 +4%
WA
353
Wambolt & Associates
Colorado
$1.32M +$13.6K +179 +1%
BFA
354
Benedict Financial Advisors
Georgia
$1.32M -$12.1K -159 -0.9%
S
355
SimplyRich
California
$1.32M -$76K -1,000 -5%
ST
356
Somerset Trust
Pennsylvania
$1.32M -$28.5K -375 -2%
WHG
357
Westwood Holdings Group
Texas
$1.31M -$1.09M -14,302 -45%
CT
358
Coastline Trust
Rhode Island
$1.31M – – –
TC
359
Telemus Capital
Michigan
$1.3M -$29.2K -384 -2%
OBGC
360
O'Brien Greene & Co
Pennsylvania
$1.3M +$867K +11,408 +200%
API
361
Advisor Partners II
California
$1.3M +$1.3M +17,096 New
LBC
362
Lowe Brockenbrough & Co
Virginia
$1.29M +$14.7K +194 +1%
AWM
363
Avior Wealth Management
Nebraska
$1.29M +$24.2K +319 +2%
MCM
364
McKinley Capital Management
Alaska
$1.29M -$1.82K -24 -0.1%
VOYA Investment Management
365
VOYA Investment Management
Georgia
$1.28M +$1.28M +16,855 New
FAM
366
Fred Alger Management
New York
$1.27M +$152K +1,996 +14%
RGC
367
Roberts, Glore & Co
Illinois
$1.27M – – –
TC
368
TownSquare Capital
Utah
$1.26M -$6.69K -88 -0.5%
RJT
369
Raymond James Trust
Florida
$1.26M -$44.6K -587 -3%
VF
370
Virtu Financial
New York
$1.26M +$843K +11,085 +201%
RIL
371
Rothschild Investment LLC
Illinois
$1.25M -$7.3K -96 -0.6%
SCM
372
Salem Capital Management
Massachusetts
$1.25M -$15.2K -200 -1%
CB
373
CNB Bank
Pennsylvania
$1.24M +$20.6K +271 +2%
GT
374
Greenleaf Trust
Michigan
$1.22M +$51.8K +681 +4%
MYIA
375
Mount Yale Investment Advisors
Colorado
$1.22M -$609K -8,007 -33%
13 14
15
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