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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 %
RPSA
376
Richard P. Slaughter Associates
Texas
$1.21M +$61.8K +813 +5%
TNA
377
True North Advisors
Texas
$1.21M -$69.3K -912 -5%
BEI
378
Benjamin Edwards Inc
Missouri
$1.2M -$69.1K -909 -5%
SFG
379
SevenBridge Financial Group
Pennsylvania
$1.2M +$97.6K +1,285 +9%
GQG Partners
380
GQG Partners
Florida
$1.19M – – –
CS
381
Comerica Securities
Michigan
$1.19M -$90.2K -1,187 -7%
AL
382
Arnhold LLC
New York
$1.19M – – –
BCP
383
Berkeley Capital Partners
Georgia
$1.19M +$117K +1,535 +11%
BFEC
384
Benjamin F. Edwards & Company
Missouri
$1.18M -$21K -276 -2%
ADMI
385
Albert D. Mason Inc
Massachusetts
$1.18M +$6.84K +90 +0.6%
BFO
386
Boston Family Office
Massachusetts
$1.18M – – –
SC
387
SouthState Corp
Florida
$1.18M -$69.9K -920 -6%
MIM
388
Marco Investment Management
Georgia
$1.16M -$912 -12 -0.1%
PG
389
Patten Group
Tennessee
$1.15M – – –
FIM
390
Freedom Investment Management
Connecticut
$1.14M -$441K -5,799 -28%
BPA
391
Beacon Pointe Advisors
California
$1.14M -$207K -2,729 -15%
IEFM
392
IQ EQ Fund Management
Ireland
$1.13M -$226K -2,981 -17%
TD Asset Management
393
TD Asset Management
Ontario, Canada
$1.12M +$113K +1,478 +11%
BL
394
Balentine LLC
Georgia
$1.12M -$387K -5,092 -26%
AWM
395
Aberdeen Wealth Management
Illinois
$1.11M -$152 -2 -0%
VFA
396
Voya Financial Advisors
Connecticut
$1.11M +$46.2K +603 +4%
Kayne Anderson Rudnick Investment Management
397
Kayne Anderson Rudnick Investment Management
California
$1.1M -$67.3K -885 -6%
KIC
398
Kensington Investment Counsel
California
$1.09M +$52.5K +691 +5%
ONB
399
Old National Bancorp
Indiana
$1.08M -$204K -2,678 -16%
ACS
400
Archford Capital Strategies
Illinois
$1.08M +$28.4K +373 +3%
14 15
16
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