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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 %
BB
451
Berkshire Bank
Massachusetts
$855K -$48.3K -635 -5%
BSB
452
Bangor Savings Bank
Maine
$855K +$13.5K +178 +2%
LOIM
453
Liberty One Investment Management
Illinois
$852K +$38K +500 +5%
GW
454
GW & Wade
Massachusetts
$850K -$2.06M -27,094 -71%
SAM
455
Silvercrest Asset Management
New York
$850K – – –
SPC
456
Sigma Planning Corp
Michigan
$844K +$2.81K +37 +0.3%
MA
457
MUFG Americas
New York
$838K -$27K -355 -3%
Squarepoint
458
Squarepoint
New York
$823K +$267K +3,521 +48%
SIA
459
Sit Investment Associates
Minnesota
$821K – – –
KIA
460
KCM Investment Advisors
California
$820K +$108K +1,423 +15%
AAM
461
AR Asset Management
California
$817K – – –
Prudential Financial
462
Prudential Financial
New Jersey
$808K +$86.2K +1,126 +12%
FDCDDQ
463
Federation des caisses Desjardins du Quebec
Quebec, Canada
$805K +$5.02K +66 +0.6%
SSI
464
Scott & Selber Inc
Texas
$804K +$2.28K +30 +0.3%
KLC
465
Knowledge Leaders Capital
Colorado
$799K -$38.9K -512 -5%
CP
466
Covenant Partners
Tennessee
$795K – – –
QCG
467
Quadrant Capital Group
Ohio
$795K +$113K +1,482 +17%
DCM
468
DGS Capital Management
New Jersey
$793K -$210K -2,757 -21%
Luther King Capital Management (LKCM)
469
Luther King Capital Management (LKCM)
Texas
$792K -$101K -1,324 -11%
JFA
470
JNBA Financial Advisors
Minnesota
$791K -$6.08K -80 -0.8%
SB
471
Simmons Bank
Arkansas
$786K -$44.1K -580 -5%
MFA
472
Mayflower Financial Advisors
Massachusetts
$785K -$1.98K -26 -0.3%
FFWA
473
FRG Family Wealth Advisors
Washington
$781K – – –
CI
474
CX Institutional
Indiana
$775K – – –
PFS
475
Prospera Financial Services
Texas
$774K +$231K +3,035 +43%
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19
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