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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.

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 %
KCM
501
Kathmere Capital Management
Pennsylvania
$839K +$839K +9,251 New
KFC
502
Klingenstein Fields & Co
New York
$837K -$1.27K -14 -0.2%
ABC
503
Associated Banc-Corp
Wisconsin
$832K +$2.45K +27 +0.3%
EIP
504
Epoch Investment Partners
New York
$823K -$19.1K -210 -2%
BMC
505
Beaton Management Company
Massachusetts
$820K – – –
EWM
506
Elmwood Wealth Management
California
$817K -$5.44K -60 -0.7%
CG
507
Colony Group
Massachusetts
$816K +$163K +1,795 +25%
BWP
508
BSW Wealth Partners
Colorado
$815K +$112K +1,235 +16%
LFAS
509
Level Four Advisory Services
Texas
$807K -$245K -2,700 -23%
MCM
510
Mill Capital Management
North Carolina
$804K – – –
HIC
511
Holderness Investments Company
North Carolina
$801K +$6.8K +75 +0.9%
TWC
512
TD Waterhouse Canada
Ontario, Canada
$797K +$5.72K +59 +0.7%
RC
513
Roundview Capital
New Jersey
$797K – – –
AI
514
Ariel Investments
Illinois
$794K – – –
SIA
515
SkyView Investment Advisors
New Jersey
$786K -$39.7K -438 -5%
IAIM
516
International Assets Investment Management
Florida
$786K +$786K +8,695 New
CP
517
Covenant Partners
Tennessee
$785K -$164K -1,809 -17%
1IA
518
1620 Investment Advisors
Massachusetts
$781K +$20.2K +223 +3%
DA
519
Dillon & Associates
Michigan
$762K -$7.28K -80 -0.9%
LFA
520
Legacy Financial Advisors
Kentucky
$761K +$183K +2,013 +32%
AIA
521
Armor Investment Advisors
North Carolina
$761K +$20.6K +227 +3%
CAM
522
Cypress Asset Management
Texas
$761K – – –
BSB
523
Bangor Savings Bank
Maine
$758K -$262K -2,890 -26%
MIC
524
Means Investment Company
Maine
$744K -$2.72K -30 -0.4%
MA
525
Montag & Associates
Georgia
$742K -$34.8K -384 -4%
19 20
21
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