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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.

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
1
Janus Henderson Group
United Kingdom
$508M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$387M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$494M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$49.4M
5
CI
5
Cambiar Investors
Colorado
$25.1M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$83.1M
2
Boston Partners
2
Boston Partners
Massachusetts
$135M
3
Dodge & Cox
3
Dodge & Cox
California
$1.6B
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
Capital World Investors
5
Capital World Investors
California
$4.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
26
Natixis Advisors
Massachusetts
$105M 1,381,746 -41,834 -3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$104M 1,362,594 +105,955 +8%
Two Sigma Investments
28
Two Sigma Investments
New York
$91.1M 1,197,995 -409,537 -25%
Chevy Chase Trust
29
Chevy Chase Trust
Maryland
$88.7M 1,167,465 +113,674 +11%
Voloridge Investment Management
30
Voloridge Investment Management
Florida
$87.5M 1,151,706 +263,003 +30%
Sanders Capital
31
Sanders Capital
Florida
$86M 1,131,680 -1,740 -0.2%
Fisher Asset Management
32
Fisher Asset Management
Washington
$83.1M 1,093,381 -10,152,699 -90%
Capital Research Global Investors
33
Capital Research Global Investors
California
$74.8M 984,408 -343 -0%
Truist Financial
34
Truist Financial
North Carolina
$73.4M 966,195 -8,089 -0.8%
First Trust Advisors
35
First Trust Advisors
Illinois
$67M 881,874 +160,685 +22%
Marshall Wace
36
Marshall Wace
United Kingdom
$66.3M 872,741 -44,958 -5%
EARNEST Partners
37
EARNEST Partners
Georgia
$66.3M 871,718 +4,784 +0.6%
Macquarie Group
38
Macquarie Group
Australia
$60.9M 800,634 -17,012 -2%
RJA
39
Raymond James & Associates
Florida
$59.6M 784,118 +21,322 +3%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$55.6M 730,709 -88,091 -11%
JWBC
41
John W. Bristol & Co
New York
$51.7M 679,666 -10,228 -1%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$50.7M 666,443 -98,241 -13%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$49.4M 649,700 +348,500 +116%
Ameriprise
44
Ameriprise
Minnesota
$49M 644,687 -66,093 -9%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$48.4M 636,167 -313,859 -33%
SEI Investments
46
SEI Investments
Pennsylvania
$45.6M 600,234 -44,644 -7%
Aristotle Capital Management
47
Aristotle Capital Management
California
$44.5M 585,867 -9,205 -2%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$41.6M 546,745 -116,250 -18%
DADC
49
D.A. Davidson & Co
Montana
$36.8M 483,865 +10,043 +2%
MIS
50
Morningstar Investment Services
Illinois
$33.4M 419,745 -7,164 -2%
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