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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 %
WKWM
601
Walter & Keenan Wealth Management
Indiana
$565K – – –
CCG
602
Cloverfields Capital Group
Minnesota
$561K +$561K +6,186 New
TIM
603
Thornburg Investment Management
New Mexico
$560K – – –
AS
604
Altshuler Shaham
Israel
$554K – – –
GI
605
Gradient Investments
Minnesota
$552K -$48.8K -538 -8%
ACM
606
Argyle Capital Management
Pennsylvania
$549K – – –
SC
607
Schulhoff & Co
Ohio
$549K – – –
BFEC
608
Benjamin F. Edwards & Company
Missouri
$546K -$864K -9,519 -61%
PFWA
609
Paces Ferry Wealth Advisors
Georgia
$545K -$70.1K -773 -11%
CK
610
Cohen Klingenstein
New York
$544K – – –
Dimensional Fund Advisors
611
Dimensional Fund Advisors
Texas
$544K -$46.2K -509,706 -8%
Deutsche Bank
612
Deutsche Bank
Germany
$542K -$3.81K -42 -0.7%
FAFN
613
First Affirmative Financial Network
Colorado
$537K -$43.2K -476 -7%
CFO
614
CVA Family Office
Colorado
$537K +$230K +2,530 +75%
CNC
615
Canandaigua National Corp
New York
$535K +$18.2K +201 +4%
CA
616
Cullinan Associates
Kentucky
$535K +$109K +1,196 +25%
KFSC
617
Keystone Financial Services (Colorado)
Colorado
$533K +$22.9K +253 +4%
RPC
618
Rossmore Private Capital
Connecticut
$529K -$34.5K -380 -6%
HJIM
619
Henry James International Management
New York
$524K +$202K +2,225 +63%
MMPW
620
Mitchell McLeod Pugh & Williams
Alabama
$515K -$24.1K -266 -4%
FSA
621
Fort Sheridan Advisors
Illinois
$510K – – –
BS
622
Boenning & Scattergood
Pennsylvania
$509K +$176 +2 +0%
LC
623
Lindbrook Capital
California
$507K -$15.1K -166 -3%
OBGC
624
O'Brien Greene & Co
Pennsylvania
$506K -$1.05M -11,538 -67%
LJAC
625
L.J. Altfest & Co
New York
$505K -$9.15K -101 -2%
23 24
25
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