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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 %
SW
501
SteelPeak Wealth
California
$690K -$15.1K -199 -2%
EWM
502
Elmwood Wealth Management
California
$689K -$66.9K -880 -9%
BMC
503
Beaton Management Company
Massachusetts
$687K -$36.2K -476 -5%
CA
504
Cetera Advisors
Colorado
$683K -$6.61K -87 -1%
MM
505
MQS Management
New York
$682K -$22.7K -298 -3%
MCM
506
Mill Capital Management
North Carolina
$673K +$77K +1,013 +13%
KFP
507
KB Financial Partners
New Jersey
$671K +$107K +1,409 +19%
SFA
508
Semmax Financial Advisors
North Carolina
$670K -$44.5K -543 -6%
HWMA
509
Heritage Wealth Management (Arizona)
Arizona
$669K -$48.9K -643 -7%
RC
510
Roundview Capital
New Jersey
$668K +$1.83K +24 +0.3%
AI
511
Ariel Investments
Illinois
$665K -$94.2K -1,239 -12%
HIC
512
Holderness Investments Company
North Carolina
$665K +$12.2K +160 +2%
TWC
513
TD Waterhouse Canada
Ontario, Canada
$658K -$183K -2,276 -22%
DWT
514
Dorsey & Whitney Trust
South Dakota
$656K -$25.6K -337 -4%
DBRC
515
D.B. Root & Company
Pennsylvania
$654K +$4.71K +62 +0.7%
JWBC
516
J.W. Burns & Co
New York
$652K -$43.4K -570 -6%
CGL
517
Clarius Group LLC
Washington
$652K -$39.7K -522 -6%
MA
518
Montag & Associates
Georgia
$651K +$158K +2,077 +32%
DA
519
Dillon & Associates
Michigan
$642K – – –
BMSSC
520
B. Metzler seel. Sohn & Co
Germany
$640K +$224K +2,950 +54%
CAM
521
Cypress Asset Management
Texas
$637K – – –
1IA
522
1620 Investment Advisors
Massachusetts
$637K +$14.1K +185 +2%
AIM
523
AHL Investment Management
Florida
$634K +$25.6K +337 +4%
MIC
524
Means Investment Company
Maine
$625K – – –
CA
525
Continuum Advisory
Idaho
$623K -$10.3K -135 -2%
19 20
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