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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 %
SWP
426
Stratos Wealth Partners
Ohio
$948K -$60.7K -799 -6%
LC
427
LCNB Corp
Ohio
$944K -$24.7K -325 -3%
MTC
428
McDaniel Terry & Co
Texas
$934K -$36K -473 -4%
MCC
429
Money Concepts Capital
Florida
$932K +$862K +11,334 +1,227%
AWP
430
Ascent Wealth Partners
New York
$922K -$6.84K -90 -0.7%
ACM
431
Ativo Capital Management
Illinois
$920K +$1.29K +17 +0.1%
VVP
432
Venture Visionary Partners
Ohio
$908K -$6.23K -82 -0.7%
1832 Asset Management
433
1832 Asset Management
Ontario, Canada
$904K -$27.8K -366 -3%
WFI
434
West Family Investments
California
$904K +$195K +2,563 +27%
BSW
435
Buckingham Strategic Wealth
Missouri
$902K +$33.5K +441 +4%
FAIM
436
Financial Advocates Investment Management
Washington
$901K +$772K +66,233 +599%
WSFS
437
Wilmington Savings Fund Society
Delaware
$898K -$2.58K -34 -0.3%
TPCW
438
TD Private Client Wealth
New York
$896K -$245K -3,223 -21%
MCM
439
MAI Capital Management
Ohio
$895K +$265K +3,487 +42%
AC
440
Abbrea Capital
California
$894K -$5.7K -75 -0.6%
CA
441
Cambridge Advisors
Nebraska
$893K -$116K -1,525 -11%
FFG
442
Fortem Financial Group
California
$884K +$5.78K +76 +0.7%
NWM
443
Northcape Wealth Management
New York
$882K +$246K +3,233 +39%
LFAS
444
Level Four Advisory Services
Texas
$881K -$34.1K -448 -4%
BCM
445
BTC Capital Management
Iowa
$879K +$67.9K +893 +8%
TCOO
446
Trust Company of Oklahoma
Oklahoma
$874K -$2.2K -29 -0.3%
CCM
447
Chilton Capital Management
Texas
$874K +$88.7K +1,167 +11%
GWM
448
Greenwich Wealth Management
Connecticut
$872K – – –
GSWM
449
Greenup Street Wealth Management
Michigan
$866K +$866K +11,396 New
PFM
450
Privium Fund Management
Netherlands
$861K +$861K +11,250 New
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