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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.

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
1
Arrowstreet Capital
Massachusetts
$374M
2
MSE
2
MUFG Securities EMEA
United Kingdom
$55.1M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$56.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$589M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$310M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$993M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$357M
3
Boston Partners
3
Boston Partners
Massachusetts
$2.73M
4
Bank of America
4
Bank of America
North Carolina
$578M
5
Goldman Sachs
5
Goldman Sachs
New York
$170M
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
26
Natixis Advisors
Massachusetts
$114M 1,251,603 -130,143 -9%
Sanders Capital
27
Sanders Capital
Florida
$103M 1,129,860 -1,820 -0.2%
Capital Research Global Investors
28
Capital Research Global Investors
California
$89.3M 984,408 – –
Chevy Chase Trust
29
Chevy Chase Trust
Maryland
$87.1M 960,068 -207,397 -18%
Truist Financial
30
Truist Financial
North Carolina
$86.7M 955,779 -10,416 -1%
Fisher Asset Management
31
Fisher Asset Management
Washington
$79.9M 880,317 -213,064 -19%
EARNEST Partners
32
EARNEST Partners
Georgia
$77.8M 857,077 -14,641 -2%
Marshall Wace
33
Marshall Wace
United Kingdom
$73.9M 814,287 -58,454 -7%
First Trust Advisors
34
First Trust Advisors
Illinois
$72M 793,380 -88,494 -10%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$67.7M 745,744 -405,962 -35%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$64M 705,800 +56,100 +9%
RJA
37
Raymond James & Associates
Florida
$63.4M 699,150 -84,968 -11%
MIP
38
Mondrian Investment Partners
United Kingdom
$62.7M 691,627 -58,000 -8%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$62.6M 690,215 +23,772 +4%
Macquarie Group
40
Macquarie Group
Australia
$62.2M 686,166 -114,468 -14%
JWBC
41
John W. Bristol & Co
New York
$62M 683,203 +3,537 +0.5%
Two Sigma Investments
42
Two Sigma Investments
New York
$59.1M 651,942 -546,053 -46%
SEI Investments
43
SEI Investments
Pennsylvania
$57.1M 629,758 +29,524 +5%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$56.2M 619,932 +556,154 +872%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$56.2M 619,114 -17,053 -3%
MSE
46
MUFG Securities EMEA
United Kingdom
$55.1M 600,000 +600,000 New
Ameriprise
47
Ameriprise
Minnesota
$51.6M 568,297 -76,390 -12%
Aristotle Capital Management
48
Aristotle Capital Management
California
$51.1M 563,373 -22,494 -4%
HPG
49
Harvest Portfolios Group
Ontario, Canada
$46.9M 517,129 +517,129 New
DADC
50
D.A. Davidson & Co
Montana
$44.2M 487,684 +3,819 +0.8%
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