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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.

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
1
Janus Henderson Group
United Kingdom
$508M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$387M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$494M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$49.4M
5
CI
5
Cambiar Investors
Colorado
$25.1M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$83.1M
2
Boston Partners
2
Boston Partners
Massachusetts
$135M
3
Dodge & Cox
3
Dodge & Cox
California
$1.6B
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
Capital World Investors
5
Capital World Investors
California
$4.63M
Name Market Value Shares Shares
Change 		Shares
Change %
MAP
51
Managed Asset Portfolios
Michigan
$32.1M 421,827 -435 -0.1%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$32M 420,938 -1,895 -0.4%
GHA
53
GW Henssler & Associates
Georgia
$31.2M 410,831 +28,523 +7%
TH
54
TCTC Holdings
Texas
$30.2M 397,433 -2,634 -0.7%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$29.5M 388,639 +7,394 +2%
Fayez Sarofim & Co
56
Fayez Sarofim & Co
Texas
$28.7M 377,845 -26,486 -7%
Invesco
57
Invesco
Georgia
$27.7M 364,837 +33,179 +10%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$27M 354,736 +2,193 +0.6%
Brown Advisory
59
Brown Advisory
Maryland
$26.4M 347,948 -4,011 -1%
VanEck Associates
60
VanEck Associates
New York
$25.9M 340,215 -2,989 -0.9%
CI
61
Cambiar Investors
Colorado
$25.1M 330,248 +330,248 New
SC
62
Saturna Capital
Washington
$24.8M 326,215 +257 +0.1%
MIM
63
Martin Investment Management
Florida
$24.5M 322,267 +995 +0.3%
LPL Financial
64
LPL Financial
California
$23.6M 310,714 -14,106 -4%
OAM
65
Oppenheimer Asset Management
New York
$23.5M 309,675 -44,010 -12%
Creative Planning
66
Creative Planning
Kansas
$22.9M 301,150 -11,654 -4%
DLA
67
Douglas Lane & Associates
New York
$22.9M 300,806 -24,900 -8%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$22.8M 299,636 +4,840 +2%
Jane Street
69
Jane Street
New York
$22.5M 296,121 -62,373 -17%
EVM
70
Eaton Vance Management
Massachusetts
$22.3M 293,532 -2,508 -0.8%
CT
71
Cambridge Trust
Massachusetts
$22M 288,818 -2,404 -0.8%
WFMPM
72
Woodley Farra Manion Portfolio Management
Indiana
$21.8M 287,068 +4,700 +2%
Stifel Financial
73
Stifel Financial
Missouri
$21.6M 284,771 -77,145 -21%
BCAM
74
Boston Common Asset Management
Massachusetts
$20.8M 273,988 -5,408 -2%
CCM
75
Causeway Capital Management
California
$20.6M 270,830 -41,511 -13%
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