NVS icon

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 %
PFS
401
Physicians Financial Services
North Carolina
$1.07M -$7.6K -100 -0.7%
AIA
402
AIMZ Investment Advisors
California
$1.07M -$7.6K -100 -0.7%
FHA
403
First Horizon Advisors
Tennessee
$1.06M -$67.7K -892 -6%
Legal & General Group
404
Legal & General Group
United Kingdom
$1.06M +$94.8K +1,247 +10%
CNFG
405
Creegan & Nassoura Financial Group
New Hampshire
$1.06M – – –
WOC
406
West Oak Capital
California
$1.05M – – –
TSS
407
Two Sigma Securities
New York
$1.05M +$27.6K +363 +3%
BEAM
408
Baker Ellis Asset Management
Washington
$1.05M -$11.6K -153 -1%
JIC
409
Johnson Investment Counsel
Ohio
$1.04M +$17.2K +226 +2%
WEG
410
World Equity Group
Illinois
$1.04M +$40.2K +529 +4%
CPA
411
Court Place Advisors
Maryland
$1.03M -$63.5K -835 -6%
WG
412
Welch Group
Alabama
$1.03M – – –
ECM
413
Evergreen Capital Management
Washington
$1.03M +$241K +3,169 +31%
AWM
414
Aevitas Wealth Management
Massachusetts
$1.01M – – –
SN
415
Sittner & Nelson
Oregon
$991K +$125K +1,650 +14%
RC
416
RegentAtlantic Capital
New Jersey
$985K -$220K -2,894 -18%
CG
417
Caprock Group
Idaho
$977K -$55.5K -730 -5%
WJWM
418
Williams Jones Wealth Management
New York
$976K +$5.55K +73 +0.6%
BCFD
419
Boit C.F. David
$973K +$973K +12,800 New
XF
420
XML Financial
Maryland
$972K +$972K +12,789 New
UB
421
UMB Bank
Missouri
$961K -$13.8K -182 -1%
TCA
422
Transcend Capital Advisors
New Jersey
$959K -$11.1K -146 -1%
Allspring Global Investments
423
Allspring Global Investments
North Carolina
$955K – – –
CIC
424
Carnegie Investment Counsel
Ohio
$952K +$29.7K +391 +3%
VT
425
Vise Technologies
New York
$951K +$198K +2,610 +26%
15 16
17
18 19