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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 %
PFWA
576
Paces Ferry Wealth Advisors
Georgia
$515K -$152 -2 -0%
D.E. Shaw & Co
577
D.E. Shaw & Co
New York
$514K -$18M -236,647 -97%
CFGS
578
Concourse Financial Group Securities
Alabama
$514K -$28.6K -377 -5%
RFC
579
Regions Financial Corp
Alabama
$513K -$124K -1,631 -19%
TNB
580
Thomasville National Bank
Georgia
$507K +$7.29K +96 +1%
Kovitz Investment Group Partners
581
Kovitz Investment Group Partners
Illinois
$506K -$7.6K -100 -1%
GI
582
Gradient Investments
Minnesota
$504K -$8.75K -115 -2%
LPIC
583
LeJeune Puetz Investment Counsel
Michigan
$504K +$36.1K +475 +8%
JWS
584
Juncture Wealth Strategies
Arizona
$502K +$45.6K +600 +10%
NAM
585
NTV Asset Management
West Virginia
$494K -$16.9K -223 -3%
PM
586
Penbrook Management
New York
$491K – – –
SRC
587
Sage Rhino Capital
California
$487K -$85.6K -1,125 -15%
JWCA
588
J.W. Cole Advisors
Florida
$487K +$29.7K +391 +7%
FAFN
589
First Affirmative Financial Network
Colorado
$486K -$66.4K -874 -12%
MAA
590
Mraz Amerine & Associates
California
$486K +$18.7K +246 +4%
LFA
591
Legacy Financial Advisors
Kentucky
$485K -$105K -1,380 -18%
IA
592
IFP Advisors
Florida
$484K -$4.82K -77 -1%
CCP
593
Corient Capital Partners
California
$482K +$26.7K +316 +6%
EGA
594
E&G Advisors
Texas
$479K – – –
Lido Advisors
595
Lido Advisors
California
$477K +$71.2K +938 +18%
HCM
596
Hall Capital Management
Rhode Island
$475K -$49.2K -647 -9%
APA
597
American Portfolios Advisors
New York
$473K +$23.9K +314 +5%
WKWM
598
Walter & Keenan Wealth Management
Indiana
$473K -$87.4K -1,150 -16%
RPC
599
Rossmore Private Capital
Connecticut
$472K – – –
BDS
600
Banco de Sabadell
Florida
$469K -$64.2K -847 -12%
22 23
24
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