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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 %
DBRC
526
D.B. Root & Company
Pennsylvania
$741K -$39.5K -435 -5%
KFP
527
KB Financial Partners
New Jersey
$738K -$62.8K -692 -8%
LNC
528
Lincoln National Corp
Pennsylvania
$738K +$108K +1,193 +17%
GIA
529
Gladstone Institutional Advisory
Florida
$736K +$8.07K +89 +1%
LF
530
Lantz Financial
Illinois
$731K -$4.45K -49 -0.6%
JWBC
531
J.W. Burns & Co
New York
$728K -$49.4K -545 -6%
LDB
532
Lee, Danner & Bass
Tennessee
$727K – – –
AIM
533
AHL Investment Management
Florida
$727K -$29.5K -325 -4%
OFG
534
OmniStar Financial Group
North Carolina
$726K +$6.89K +76 +1%
BP
535
Ballentine Partners
Massachusetts
$717K -$162K -1,785 -18%
HT
536
Headlands Technologies
Illinois
$717K +$717K +7,901 New
SWA
537
Stratos Wealth Advisors
Ohio
$717K +$717K +7,901 New
SFA
538
Semmax Financial Advisors
North Carolina
$716K -$39.9K -432 -5%
AIM
539
Anchor Investment Management
South Carolina
$715K -$27.2K -300 -4%
MAM
540
Marotta Asset Management
Virginia
$715K -$11.1K -122 -2%
AWE
541
Avidian Wealth Enterprises
Texas
$714K – – –
MWM
542
Mission Wealth Management
California
$709K +$7.89K +87 +1%
BMSSC
543
B. Metzler seel. Sohn & Co
Germany
$708K -$56K -617 -7%
RBC
544
Romano Brothers & Co
Illinois
$708K – – –
CA
545
Continuum Advisory
Idaho
$706K -$37.2K -410 -5%
WFI
546
West Family Investments
California
$703K -$376K -4,142 -35%
BDS
547
Banco de Sabadell
Florida
$701K +$137K +1,499 +24%
KWM
548
Kingsview Wealth Management
Oregon
$698K +$16.5K +182 +2%
KPWS
549
Kestra Private Wealth Services
Texas
$698K +$33.6K +370 +5%
CSS
550
Cubist Systematic Strategies
Connecticut
$691K -$4.2M -46,284 -86%
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