NVS icon

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 %
FFWA
476
FRG Family Wealth Advisors
Washington
$932K – – –
GW
477
GW & Wade
Massachusetts
$931K -$83.1K -916 -8%
CI
478
CX Institutional
Indiana
$926K – – –
SFA
479
Sequoia Financial Advisors
Ohio
$916K +$205K +2,264 +29%
JFA
480
JNBA Financial Advisors
Minnesota
$913K -$31.7K -349 -3%
LWCFA
481
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$911K – – –
Luther King Capital Management (LKCM)
482
Luther King Capital Management (LKCM)
Texas
$907K -$38.6K -426 -4%
NRS
483
Neville Rodie & Shaw
New York
$901K – – –
BCM
484
Becker Capital Management
Oregon
$891K -$3.08K -34 -0.3%
DMC
485
Drexel Morgan & Co
Pennsylvania
$882K – – –
E
486
Ergoteles
New York
$878K +$878K +9,678 New
FFG
487
Fortem Financial Group
California
$876K -$179K -1,973 -17%
HA
488
Hamel Associates
New Jersey
$876K – – –
NHC
489
Nicholas Hoffman & Company
Georgia
$876K +$907 +10 +0.1%
HCMT
490
Highland Capital Management (Tennessee)
Tennessee
$874K +$22.7K +250 +3%
FCH
491
Freestone Capital Holdings
Washington
$871K -$1.04M -11,470 -54%
FANJ
492
Financial Architects (New Jersey)
New Jersey
$866K -$11.5K -127 -1%
MA
493
Mutual Advisors
Nebraska
$864K +$6.26K +69 +0.7%
MAM
494
Mystic Asset Management
Rhode Island
$862K – – –
GL
495
Graypoint LLC
New York
$861K -$10.5K -116 -1%
EAM
496
Eagle Asset Management
Florida
$854K -$18.1K -197 -2%
WP
497
WealthSource Partners
California
$854K +$458K +5,053 +116%
PFS
498
Prospera Financial Services
Texas
$849K -$73.1K -806 -8%
IB
499
Intrust Bank
Kansas
$848K +$152K +1,677 +22%
BIAS
500
Beacon Investment Advisory Services
New Jersey
$847K -$42.4K -467 -5%
18 19
20
21 22