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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 %
CWP
551
Cyndeo Wealth Partners
Florida
$689K +$689K +7,594 New
FOA
552
Five Oceans Advisors
California
$688K – – –
TCWM
553
Total Clarity Wealth Management
Illinois
$687K +$91 +1 +0%
JCM
554
Jacobi Capital Management
Pennsylvania
$687K +$11.7K +129 +2%
DWM
555
Dakota Wealth Management
Florida
$683K -$11.8K -130 -2%
CTC
556
Central Trust Company
Missouri
$676K +$6.9K +76 +1%
IWA
557
Intercontinental Wealth Advisors
Texas
$675K -$5.81K -64 -0.9%
VA
558
Valmark Advisers
Ohio
$674K -$1.45K -16 -0.2%
EFS
559
Essex Financial Services
Connecticut
$671K +$91 +1 +0%
PA
560
Parallel Advisors
California
$666K -$5.72K -63 -0.9%
MSAM
561
Moloney Securities Asset Management
Missouri
$661K +$136K +1,500 +26%
HH
562
Hilltop Holdings
Texas
$660K +$4.26K +47 +0.7%
AG
563
Ascent Group
Virginia
$658K +$4.36K +48 +0.7%
CSPAM
564
Cary Street Partners Asset Management
Virginia
$658K -$9.44K -104 -1%
TF
565
TIAA FSB
Florida
$656K -$48.6K -536 -7%
GWA
566
GGM Wealth Advisors
Maryland
$648K – – –
FFP
567
FourThought Financial Partners
Florida
$644K +$644K +7,096 New
ARG
568
Advisory Resource Group
Oklahoma
$643K +$317K +3,496 +97%
HI
569
Harbour Investments
Wisconsin
$641K +$382K +4,216 +148%
CSPIA
570
Cary Street Partners Investment Advisory
Virginia
$637K -$24.8K -273 -4%
JDR
571
Jay D. Rosenbaum
$634K -$85.6K -944 -12%
FB
572
Fulton Bank
Pennsylvania
$634K -$32.7K -360 -5%
FNB
573
Farmers National Bank
Kentucky
$629K -$18.1K -200 -3%
DWA
574
Douglass Winthrop Advisors
New York
$629K -$72.5K -800 -10%
RCM
575
Radnor Capital Management
Pennsylvania
$623K -$47.5K -520 -7%
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