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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 %
FOA
551
Five Oceans Advisors
California
$577K +$257K +3,382 +80%
TCWM
552
Total Clarity Wealth Management
Illinois
$576K – – –
KWM
553
Kingsview Wealth Management
Oregon
$571K -$12.5K -165 -2%
IWA
554
Intercontinental Wealth Advisors
Texas
$570K -$7.67K -101 -1%
VA
555
Valmark Advisers
Ohio
$566K +$9.65K +127 +2%
JCM
556
Jacobi Capital Management
Pennsylvania
$566K +$29.1K +383 +5%
PA
557
Parallel Advisors
California
$563K -$58.6K -771 -9%
EFS
558
Essex Financial Services
Connecticut
$563K -$31.6K -415 -5%
CTC
559
Central Trust Company
Missouri
$561K -$48.9K -644 -8%
FB
560
Fulton Bank
Pennsylvania
$559K -$279K -3,661 -33%
CSPAM
561
Cary Street Partners Asset Management
Virginia
$559K +$304 +4 +0.1%
RCM
562
Radnor Capital Management
Pennsylvania
$558K +$22.8K +300 +4%
KPWS
563
Kestra Private Wealth Services
Texas
$556K -$30.7K -404 -5%
CSPIA
564
Cary Street Partners Investment Advisory
Virginia
$555K +$57.3K +753 +12%
GWA
565
GGM Wealth Advisors
Maryland
$551K +$186K +2,371 +51%
HH
566
Hilltop Holdings
Texas
$550K +$120K +1,575 +28%
FF
567
FourThought Financial
Florida
$549K -$134K -1,759 -20%
CG
568
Colony Group
Massachusetts
$547K +$351K +4,617 +179%
OC
569
Oarsman Capital
Wisconsin
$544K -$17.9K -235 -3%
FNB
570
Farmers National Bank
Kentucky
$542K -$23.9K -315 -4%
WS
571
Wedbush Securities
California
$531K -$377K -4,964 -42%
LNC
572
Lincoln National Corp
Pennsylvania
$528K +$17.6K +231 +3%
PAMG
573
Patton Albertson Miller Group
Tennessee
$526K -$47.8K -629 -8%
PWPS
574
Pinnacle Wealth Planning Services
Ohio
$525K -$184K -2,414 -26%
QT
575
Quantamental Technologies
New York
$523K +$523K +6,877 New
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