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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 %
CB
626
Cadence Bank
Mississippi
$424K +$424K +5,568 New
CG
627
CFO4Life Group
Texas
$422K +$6.3K +83 +2%
FMWA
628
Forvis Mazars Wealth Advisors
Missouri
$419K -$33.9K -447 -7%
SAM
629
Security Asset Management
New York
$415K – – –
WC
630
Woodstock Corp
Massachusetts
$414K – – –
HIMCH
631
Hartford Investment Management Co (HIMCO)
Connecticut
$408K -$45.4K -597 -10%
BCM
632
Beddow Capital Management
Wyoming
$408K -$19K -250 -4%
IWA
633
Icon Wealth Advisors
Texas
$408K +$408K +5,367 New
FIA
634
FNY Investment Advisers
New York
$408K +$408K +5,380 New
EGM
635
Engineers Gate Manager
New York
$405K -$325K -4,272 -45%
MHS
636
M Holdings Securities
Oregon
$405K – – –
CCFCSB
637
Cape Cod Five Cents Savings Bank
Massachusetts
$404K -$15.2K -200 -4%
SIC
638
Salem Investment Counselors
North Carolina
$403K -$6.47K -85 -2%
ACP
639
Aveo Capital Partners
Colorado
$400K +$12.9K +170 +3%
DTC
640
Davidson Trust Company
Washington
$398K -$29.2K -384 -7%
CA
641
Claro Advisors
Massachusetts
$397K – – –
CWP
642
Curated Wealth Partners
California
$396K -$76.2K -1,004 -16%
FFA
643
First Foundation Advisors
California
$395K -$84.2K -1,108 -18%
LG
644
Leuthold Group
Minnesota
$394K – – –
CB
645
Community Bank
New York
$394K +$11.8K +155 +3%
H
646
HoyleCohen
California
$392K -$7.52K -99 -2%
ATIA
647
American Trust Investment Advisors
New Hampshire
$392K -$380 -5 -0.1%
PWMAG
648
Pinnacle Wealth Management Advisory Group
New Jersey
$392K +$16K +210 +4%
NCM
649
Northwest Capital Management
Oregon
$391K – – –
ST
650
Smithfield Trust
Pennsylvania
$386K -$77.1K -1,016 -17%
24 25
26
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