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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 %
CIA
626
Capital Investment Advisors
Georgia
$504K -$5.26K -58 -1%
DT
627
Diversified Trust
Tennessee
$502K +$205K +2,256 +69%
FCCM
628
First City Capital Management
Georgia
$500K -$22.7K -250 -4%
CB
629
Cadence Bank
Mississippi
$500K -$5.53K -61 -1%
MIA
630
MMBG Investment Advisors
Florida
$498K +$154K +1,696 +45%
PM
631
Penbrook Management
New York
$495K -$90.7K -1,000 -15%
PWP
632
Principle Wealth Partners
Connecticut
$494K +$11.3K +125 +2%
WC
633
Woodstock Corp
Massachusetts
$494K – – –
SIC
634
Salem Investment Counselors
North Carolina
$491K +$10.9K +120 +2%
MLA
635
MB, Levis & Associates
Pennsylvania
$491K +$491K +5,410 New
BCM
636
Beddow Capital Management
Wyoming
$487K – – –
ACP
637
Aveo Capital Partners
Colorado
$487K +$9.53K +105 +2%
BAM
638
Belpointe Asset Management
Nevada
$484K +$248K +2,733 +105%
DTC
639
Davidson Trust Company
Washington
$482K +$7.35K +81 +2%
MHS
640
M Holdings Securities
Oregon
$482K -$2K -22 -0.4%
HIMCH
641
Hartford Investment Management Co (HIMCO)
Connecticut
$481K -$6.26K -69 -1%
QI
642
Qtron Investments
Massachusetts
$481K +$80.7K +889 +20%
DWM
643
Drive Wealth Management
Utah
$480K +$480K +5,285 New
ATIA
644
American Trust Investment Advisors
New Hampshire
$477K +$9.07K +100 +2%
CFG
645
Carr Financial Group
Massachusetts
$477K +$477K +5,253 New
GDP
646
Great Diamond Partners
Maine
$476K -$73.5K -810 -13%
SAM
647
Security Asset Management
New York
$475K -$20.4K -225 -4%
WANY
648
Wealthspire Advisors (New York)
New York
$471K +$129K +1,419 +38%
CIA
649
Cohen Investment Advisors
New Hampshire
$470K +$23.2K +256 +5%
FMWA
650
Forvis Mazars Wealth Advisors
Missouri
$470K -$30.7K -338 -6%
24 25
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