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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 %
HSA
676
HBK Sorce Advisory
Pennsylvania
$434K +$434K +4,788 New
PL
677
Plancorp LLC
Missouri
$432K -$6.53K -72 -1%
WT
678
Washington Trust
Rhode Island
$431K +$136K +1,500 +46%
H
679
HoyleCohen
California
$426K -$42.4K -467 -9%
IA
680
IFP Advisors
Florida
$425K -$58.9K -941 -12%
FWM
681
Forza Wealth Management
Florida
$423K +$423K +4,662 New
IFWM
682
Institute for Wealth Management
Colorado
$423K -$26.1K -288 -6%
HDIM
683
Hanson & Doremus Investment Management
Vermont
$421K +$348K +3,842 +480%
BB
684
Busey Bank
Illinois
$420K -$3.18K -35 -0.8%
NAM
685
NorthCrest Asset Manangement
Minnesota
$418K -$1.35M -14,830 -76%
MSA
686
Marino Stram & Associates
Massachusetts
$418K +$3.72K +41 +0.9%
MLL
687
Moody Lynn & Lieberson
Massachusetts
$414K +$8.61K +95 +2%
FHC
688
First Heartland Consultants
Missouri
$413K +$413K +4,553 New
MG
689
Mather Group
Illinois
$412K -$277K -3,050 -40%
ST
690
Spinnaker Trust
Maine
$408K -$19.6K -216 -5%
NL
691
NWAM LLC
Washington
$405K +$76.8K +847 +23%
CWP
692
Curated Wealth Partners
California
$404K -$69K -761 -15%
Lido Advisors
693
Lido Advisors
California
$403K -$167K -1,836 -29%
VF
694
Virtu Financial
New York
$402K -$1.1M -12,163 -73%
SGA
695
Strategic Global Advisors
California
$401K -$2K -22 -0.5%
CWM
696
Circle Wealth Management
New Jersey
$397K – – –
V
697
Veritable
Delaware
$397K +$78.7K +868 +25%
AMIM
698
Aull & Monroe Investment Management
Alabama
$397K – – –
GWM
699
GSB Wealth Management
Connecticut
$396K – – –
CCG
700
Cypress Capital Group
Florida
$396K -$1.18K -13 -0.3%
26 27
28
29 30