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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 %
GT
376
Greenleaf Trust
Michigan
$1.45M -$7.89K -87 -0.5%
TNA
377
True North Advisors
Texas
$1.44M – – –
SFG
378
SevenBridge Financial Group
Pennsylvania
$1.44M +$6.26K +69 +0.4%
Kayne Anderson Rudnick Investment Management
379
Kayne Anderson Rudnick Investment Management
California
$1.44M +$127K +1,399 +10%
PG
380
Patten Group
Tennessee
$1.42M +$42.2K +465 +3%
AL
381
Arnhold LLC
New York
$1.42M – – –
IEFM
382
IQ EQ Fund Management
Ireland
$1.41M +$70.4K +776 +5%
ADMI
383
Albert D. Mason Inc
Massachusetts
$1.41M -$2.09K -23 -0.1%
MIM
384
Marco Investment Management
Georgia
$1.39M -$635 -7 -0%
CS
385
Comerica Securities
Michigan
$1.38M -$39.1K -431 -3%
ST
386
Somerset Trust
Pennsylvania
$1.38M -$194K -2,137 -12%
MCM
387
MAI Capital Management
Ohio
$1.37M +$304K +3,348 +28%
BFO
388
Boston Family Office
Massachusetts
$1.35M -$54.4K -600 -4%
BPA
389
Beacon Pointe Advisors
California
$1.35M -$11.9K -131 -0.9%
DM
390
Delphi Management
Massachusetts
$1.35M +$1.35M +14,858 New
SC
391
SouthState Corp
Florida
$1.34M -$67.8K -747 -5%
AWM
392
Avior Wealth Management
Nebraska
$1.34M -$205K -2,258 -13%
AP
393
Americana Partners
Texas
$1.33M -$1.55M -17,203 -54%
AWM
394
Aberdeen Wealth Management
Illinois
$1.33M – – –
Twin Tree Management
395
Twin Tree Management
Texas
$1.32M +$1.32M +14,566 New
Squarepoint
396
Squarepoint
New York
$1.32M +$333K +3,668 +34%
TD Asset Management
397
TD Asset Management
Ontario, Canada
$1.31M -$10.7K -118 -0.8%
ACS
398
Archford Capital Strategies
Illinois
$1.31M +$24.4K +269 +2%
PAG
399
Private Advisor Group
New Jersey
$1.3M +$15.6K +528 +1%
FTDI
400
First Trust Direct Indexing
Massachusetts
$1.3M -$1.14M -12,556 -47%
14 15
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