NVS icon

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 %
SFO
651
Stokes Family Office
Louisiana
$468K +$113K +1,247 +32%
SF
652
Summit Financial
New Jersey
$468K -$393K -4,334 -46%
NCM
653
Northwest Capital Management
Oregon
$467K – – –
VFA
654
Valeo Financial Advisors
Indiana
$464K +$145K +1,603 +46%
LG
655
Leuthold Group
Minnesota
$463K -$7.89K -87 -2%
EWA
656
EP Wealth Advisors
California
$460K +$460K +5,075 New
AIM
657
Alhambra Investment Management
Florida
$457K – – –
CB
658
Community Bank
New York
$457K -$14.1K -155 -3%
NSAM
659
North Star Asset Management
Wisconsin
$456K – – –
MSFP
660
Mark Sheptoff Financial Planning
Connecticut
$455K – – –
WB
661
WesBanco Bank
West Virginia
$454K +$73.2K +807 +19%
AIM
662
Allen Investment Management
New York
$454K – – –
VBCG
663
Valley Brook Capital Group
Pennsylvania
$452K – – –
LG
664
LaFleur & Godfrey
Michigan
$451K +$54.3K +599 +14%
FFA
665
First Foundation Advisors
California
$446K -$25.4K -280 -5%
CCM
666
Canal Capital Management
Virginia
$445K – – –
PWMAG
667
Pinnacle Wealth Management Advisory Group
New Jersey
$445K -$23.1K -255 -5%
HCM
668
Hall Capital Management
Rhode Island
$443K -$124K -1,362 -22%
FAT
669
First American Trust
California
$443K +$8.89K +98 +2%
IWA
670
Icon Wealth Advisors
Texas
$442K -$44.6K -492 -9%
RFO
671
RiverGlades Family Offices
Florida
$442K +$442K +4,875 New
MWM
672
Modera Wealth Management
New Jersey
$441K +$59.9K +660 +16%
MGIA
673
Moneta Group Investment Advisors
Missouri
$441K +$40.1K +442 +10%
ST
674
Smithfield Trust
Pennsylvania
$439K -$24.6K -270 -5%
CC
675
Cannell & Co
New York
$435K +$7.71K +85 +2%
25 26
27
28 29