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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 %
Legal & General Group
351
Legal & General Group
United Kingdom
$1.58M +$320K +3,523 +25%
BFA
352
Benedict Financial Advisors
Georgia
$1.58M +$3.99K +44 +0.3%
SIA
353
Schechter Investment Advisors
Michigan
$1.58M -$121K -1,337 -7%
SSB
354
Sandy Spring Bank
Maryland
$1.57M -$78.6K -866 -5%
RGC
355
Roberts, Glore & Co
Illinois
$1.55M +$34.5K +380 +2%
BL
356
Balentine LLC
Georgia
$1.54M +$212K +2,337 +16%
LBC
357
Lowe Brockenbrough & Co
Virginia
$1.54M -$1.81K -20 -0.1%
Bessemer Group
358
Bessemer Group
New Jersey
$1.54M -$456K -5,029 -23%
SCA
359
Snowden Capital Advisors
New York
$1.53M -$65.8K -725 -4%
VOYA Investment Management
360
VOYA Investment Management
Georgia
$1.53M – – –
MCM
361
McKinley Capital Management
Alaska
$1.52M -$10.6K -117 -0.7%
NA
362
NewEdge Advisors
Louisiana
$1.52M -$41.6K -1,043 -3%
TC
363
Telemus Capital
Michigan
$1.52M -$64.6K -700 -4%
JIC
364
Johnson Investment Counsel
Ohio
$1.5M +$260K +2,865 +21%
FC
365
FORA Capital
Florida
$1.49M -$3.28M -36,155 -69%
KIA
366
KLR Investment Advisors
Rhode Island
$1.49M +$1.49M +16,475 New
SW
367
SVB Wealth
Massachusetts
$1.49M -$127K -1,401 -8%
S
368
SimplyRich
California
$1.49M -$81.1K -894 -5%
RJT
369
Raymond James Trust
Florida
$1.49M -$16.9K -186 -1%
RPSA
370
Richard P. Slaughter Associates
Texas
$1.49M +$38K +419 +3%
BCP
371
Berkeley Capital Partners
Georgia
$1.48M +$63.5K +700 +4%
CT
372
Coastline Trust
Rhode Island
$1.48M -$86.5K -954 -6%
CB
373
CNB Bank
Pennsylvania
$1.47M -$3.9K -43 -0.3%
RIL
374
Rothschild Investment LLC
Illinois
$1.47M -$27.2K -300 -2%
Prudential Financial
375
Prudential Financial
New Jersey
$1.45M +$494K +5,449 +52%
13 14
15
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