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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 %
TIM
601
Thornburg Investment Management
New Mexico
$469K – – –
DJSG
602
D.J. St. Germain
Massachusetts
$466K – – –
AS
603
Altshuler Shaham
Israel
$464K +$152K +2,000 +49%
GDP
604
Great Diamond Partners
Maine
$460K -$5.32K -70 -1%
ACM
605
Argyle Capital Management
Pennsylvania
$460K – – –
SC
606
Schulhoff & Co
Ohio
$459K – – –
Deutsche Bank
607
Deutsche Bank
Germany
$457K +$1.14K +15 +0.3%
CK
608
Cohen Klingenstein
New York
$456K – – –
EI
609
Ellevest Inc
New York
$453K -$368K -4,846 -45%
WFA
610
Wipfli Financial Advisors
Wisconsin
$453K +$453K +5,956 New
MMPW
611
Mitchell McLeod Pugh & Williams
Alabama
$452K +$41.1K +541 +10%
KFSC
612
Keystone Financial Services (Colorado)
Colorado
$448K -$27.3K -343 -6%
BWA
613
BDO Wealth Advisors
Florida
$446K +$24.7K +325 +6%
BS
614
Boenning & Scattergood
Pennsylvania
$441K -$533 -7 -0.1%
MSAM
615
Moloney Securities Asset Management
Missouri
$440K -$2.66K -35 -0.6%
FCCM
616
First City Capital Management
Georgia
$438K -$2.28K -30 -0.5%
LC
617
Lindbrook Capital
California
$437K +$4.25K +56 +1%
GC
618
Guggenheim Capital
Illinois
$435K +$22K +289 +5%
CNC
619
Canandaigua National Corp
New York
$433K -$6.76K -89 -2%
JWM
620
Jeppson Wealth Management
California
$433K +$68.8K +905 +19%
LJAC
621
L.J. Altfest & Co
New York
$431K – – –
IP
622
Intellectus Partners
California
$431K – – –
CIA
623
Capital Investment Advisors
Georgia
$427K -$33.7K -443 -7%
FSA
624
Fort Sheridan Advisors
Illinois
$427K -$1.9K -25 -0.4%
AWM
625
Apollon Wealth Management
South Carolina
$424K +$124K +1,638 +42%
23 24
25
26 27