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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 %
CIC
426
Carnegie Investment Counsel
Ohio
$1.13M -$4.17K -46 -0.4%
ONB
427
Old National Bancorp
Indiana
$1.13M -$157K -1,728 -12%
TCA
428
Transcend Capital Advisors
New Jersey
$1.12M -$21.5K -237 -2%
WJWM
429
Williams Jones Wealth Management
New York
$1.12M -$42.9K -473 -4%
BCM
430
BTC Capital Management
Iowa
$1.11M +$56.6K +624 +5%
LC
431
LCNB Corp
Ohio
$1.1M -$22.7K -250 -2%
FHA
432
First Horizon Advisors
Tennessee
$1.1M -$166K -1,826 -13%
VFA
433
Voya Financial Advisors
Connecticut
$1.1M -$222K -2,424 -17%
CS
434
Credit Suisse
Switzerland
$1.09M +$1.09M +11,963 +32,332%
CIA
435
Choate Investment Advisors
Massachusetts
$1.08M +$183K +2,014 +20%
IA
436
IFG Advisory
Georgia
$1.07M +$194K +2,138 +22%
WSFS
437
Wilmington Savings Fund Society
Delaware
$1.07M -$4.53K -50 -0.4%
AC
438
Abbrea Capital
California
$1.07M – – –
CA
439
Cambridge Advisors
Nebraska
$1.07M – – –
CA
440
Cetera Advisors
Colorado
$1.07M +$250K +2,754 +31%
BSW
441
Buckingham Strategic Wealth
Missouri
$1.06M -$12.9K -142 -1%
MTC
442
McDaniel Terry & Co
Texas
$1.06M -$53.5K -590 -5%
CCM
443
Chilton Capital Management
Texas
$1.06M +$17.3K +191 +2%
NHT
444
New Hampshire Trust
New Hampshire
$1.06M +$1.06M +11,661 New
KGC
445
Kennon-Green & Company
Ohio
$1.06M +$1.06M +11,638 New
GC
446
Guggenheim Capital
Illinois
$1.05M +$536K +5,905 +103%
TCOO
447
Trust Company of Oklahoma
Oklahoma
$1.04M +$363 +4 +0%
DCM
448
DGS Capital Management
New Jersey
$1.04M +$97.8K +1,078 +10%
GSWM
449
Greenup Street Wealth Management
Michigan
$1.04M +$7.17K +79 +0.7%
GWM
450
Greenwich Wealth Management
Connecticut
$1.04M – – –
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