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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 %
UB
451
UMB Bank
Missouri
$1.04M -$108K -1,187 -9%
ACM
452
Ativo Capital Management
Illinois
$1.04M -$59.2K -652 -5%
PFM
453
Privium Fund Management
Netherlands
$1.03M – – –
NFG
454
Nations Financial Group
Iowa
$1.02M +$1.02M +11,283 New
FIA
455
Foundations Investment Advisors
Arizona
$1.01M +$324K +3,567 +47%
BHPW
456
Beverly Hills Private Wealth
California
$1.01M +$1.01M +11,172 New
QCG
457
Quadrant Capital Group
Ohio
$1.01M +$57.7K +636 +6%
FAIM
458
Financial Advocates Investment Management
Washington
$1M -$6.01M -66,256 -86%
SAM
459
Silvercrest Asset Management
New York
$1,000K -$15.2K -167 -1%
DWT
460
Dorsey & Whitney Trust
South Dakota
$998K +$215K +2,368 +27%
KIA
461
KCM Investment Advisors
California
$997K +$19.1K +211 +2%
SWS
462
SYSTM Wealth Solutions
Illinois
$994K +$994K +10,957 New
AWC
463
Abundance Wealth Counselors
Pennsylvania
$982K +$70.5K +778 +8%
CHP
464
Cable Hill Partners
Oregon
$981K +$254K +2,805 +35%
SIA
465
Sit Investment Associates
Minnesota
$980K – – –
AAM
466
AR Asset Management
California
$975K – – –
1832 Asset Management
467
1832 Asset Management
Ontario, Canada
$974K -$105K -1,161 -10%
CGL
468
Clarius Group LLC
Washington
$964K +$185K +2,039 +24%
SSI
469
Scott & Selber Inc
Texas
$957K -$2.36K -26 -0.2%
LOIM
470
Liberty One Investment Management
Illinois
$955K -$61.5K -678 -6%
FDCDDQ
471
Federation des caisses Desjardins du Quebec
Quebec, Canada
$949K -$11.8K -130 -1%
MFA
472
Mayflower Financial Advisors
Massachusetts
$941K +$3.36K +37 +0.4%
SB
473
Simmons Bank
Arkansas
$938K -$907 -10 -0.1%
EI
474
Ellevest Inc
New York
$937K +$396K +4,367 +73%
AAS
475
Ameritas Advisory Services
Nebraska
$934K +$541K +5,968 +138%
17 18
19
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