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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 %
PFS
401
Physicians Financial Services
North Carolina
$1.28M – – –
WEG
402
World Equity Group
Illinois
$1.27M +$32.8K +362 +3%
VT
403
Vise Technologies
New York
$1.27M +$132K +1,452 +12%
AIA
404
AIMZ Investment Advisors
California
$1.27M -$9.07K -100 -0.7%
KIC
405
Kensington Investment Counsel
California
$1.25M -$44.1K -486 -3%
MCC
406
Money Concepts Capital
Florida
$1.25M +$135K +1,485 +12%
SWP
407
Stratos Wealth Partners
Ohio
$1.24M +$107K +1,178 +9%
BEAM
408
Baker Ellis Asset Management
Washington
$1.24M -$11.2K -123 -0.9%
SN
409
Sittner & Nelson
Oregon
$1.23M +$49.4K +545 +4%
ECM
410
Evergreen Capital Management
Washington
$1.23M -$91 -1 -0%
FIM
411
Freedom Investment Management
Connecticut
$1.23M -$134K -1,478 -10%
AWM
412
Aevitas Wealth Management
Massachusetts
$1.21M +$9.53K +105 +0.8%
AWP
413
Ascent Wealth Partners
New York
$1.21M +$109K +1,201 +10%
CPA
414
Court Place Advisors
Maryland
$1.21M -$24.9K -274 -2%
WOC
415
West Oak Capital
California
$1.2M -$62.1K -685 -5%
Millennium Management
416
Millennium Management
New York
$1.19M -$1.72M -18,939 -59%
WG
417
Welch Group
Alabama
$1.19M -$40.6K -448 -3%
XF
418
XML Financial
Maryland
$1.18M +$18.1K +200 +2%
VVP
419
Venture Visionary Partners
Ohio
$1.18M +$91.7K +1,011 +8%
QCM
420
Quantinno Capital Management
New York
$1.17M +$1.17M +12,894 New
BCFD
421
Boit C.F. David
$1.16M – – –
WHG
422
Westwood Holdings Group
Texas
$1.15M -$414K -4,568 -26%
CNFG
423
Creegan & Nassoura Financial Group
New Hampshire
$1.15M -$111K -1,225 -9%
TPCW
424
TD Private Client Wealth
New York
$1.14M +$69.3K +764 +6%
CG
425
Caprock Group
Idaho
$1.14M -$29.1K -321 -2%
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