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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 %
RWA
701
Ropes Wealth Advisors
Massachusetts
$394K +$22.7K +250 +6%
CAL
702
Capital Analysts LLC
Pennsylvania
$390K -$1.09K -12 -0.3%
TFA
703
Tranquilli Financial Advisor
New Jersey
$389K +$89.8K +990 +30%
MBT
704
Montecito Bank & Trust
California
$387K -$4.99K -55 -1%
VCM
705
Violich Capital Management
California
$386K – – –
HSG
706
Helen Stephens Group
Texas
$386K -$66.6K -734 -15%
CIAS
707
Capital Investment Advisory Services
North Carolina
$385K -$9.07K -100 -2%
PAM
708
Paradigm Asset Management
New York
$382K – – –
BMO
709
Beck Mack & Oliver
New York
$381K – – –
KC
710
Kenfarb & Co
Kentucky
$381K – – –
SMG
711
Smart Money Group
Texas
$378K +$26.2K +289 +7%
OC
712
Oakworth Capital
Alabama
$377K – – –
RCG
713
Regatta Capital Group
California
$377K -$7.17K -79 -2%
YIA
714
YHB Investment Advisors
Connecticut
$377K -$22.7K -250 -6%
SAM
715
S.A. Mason
Michigan
$375K – – –
FLAM
716
First Light Asset Management
Minnesota
$374K +$374K +4,123 New
PMAM
717
Penn Mutual Asset Management
Pennsylvania
$374K – – –
WA
718
Wealth Alliance
New York
$374K -$20.3K -224 -5%
1WM
719
1900 Wealth Management
Texas
$373K – – –
PCM
720
Pointe Capital Management
Michigan
$372K -$18.2K -200 -5%
AWM
721
Apollon Wealth Management
South Carolina
$371K -$136K -1,496 -27%
PIM
722
Penobscot Investment Management
Massachusetts
$370K – – –
SVWAG
723
Sound View Wealth Advisors Group
Georgia
$370K -$21.8K -216 -6%
PSP
724
Principal Street Partners
Tennessee
$369K -$32.1K -354 -8%
BJL
725
Brighton Jones LLC
Washington
$368K -$86.6K -955 -19%
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