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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 %
LWCFA
476
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$764K -$68.3K -898 -8%
AWC
477
Abundance Wealth Counselors
Pennsylvania
$764K +$53K +697 +7%
NRS
478
Neville Rodie & Shaw
New York
$755K – – –
Cetera Investment Advisers
479
Cetera Investment Advisers
Illinois
$754K -$515K -6,781 -41%
BCM
480
Becker Capital Management
Oregon
$749K -$4.56K -60 -0.6%
CIA
481
Choate Investment Advisors
Massachusetts
$749K – – –
BIAS
482
Beacon Investment Advisory Services
New Jersey
$746K -$228 -3 -0%
DMC
483
Drexel Morgan & Co
Pennsylvania
$739K – – –
FWM
484
Foresight Wealth Management
Utah
$737K +$44.7K +588 +6%
BP
485
Ballentine Partners
Massachusetts
$736K +$2.89K +38 +0.4%
IA
486
IFG Advisory
Georgia
$736K +$736K +9,688 New
FANJ
487
Financial Architects (New Jersey)
New Jersey
$735K +$735K +9,674 New
HA
488
Hamel Associates
New Jersey
$734K – – –
NHC
489
Nicholas Hoffman & Company
Georgia
$733K +$19.8K +260 +3%
GL
490
Graypoint LLC
New York
$730K +$2.13K +28 +0.3%
MAM
491
Mystic Asset Management
Rhode Island
$722K – – –
SF
492
Summit Financial
New Jersey
$721K +$66.2K +871 +10%
MA
493
Mutual Advisors
Nebraska
$719K -$136K -1,788 -16%
EAM
494
Eagle Asset Management
Florida
$719K -$4.94K -65 -0.7%
HCMT
495
Highland Capital Management (Tennessee)
Tennessee
$713K -$69.5K -915 -9%
EIP
496
Epoch Investment Partners
New York
$705K +$8.43K +111 +1%
FRM
497
Fox Run Management
Connecticut
$704K +$143K +1,880 +25%
KFC
498
Klingenstein Fields & Co
New York
$702K – – –
ABC
499
Associated Banc-Corp
Wisconsin
$695K -$16.3K -215 -2%
SIA
500
SkyView Investment Advisors
New Jersey
$692K +$111K +1,465 +19%
18 19
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