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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.

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
1
Arrowstreet Capital
Massachusetts
$374M
2
MSE
2
MUFG Securities EMEA
United Kingdom
$55.1M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$56.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$589M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$310M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$993M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$357M
3
Boston Partners
3
Boston Partners
Massachusetts
$2.73M
4
Bank of America
4
Bank of America
North Carolina
$578M
5
Goldman Sachs
5
Goldman Sachs
New York
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$42.3M +$15.5M +170,466 +58%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$39.5M -$10.1M -111,014 -20%
GHA
53
GW Henssler & Associates
Georgia
$38M +$713K +7,857 +2%
MAP
54
Managed Asset Portfolios
Michigan
$37.9M -$417K -4,597 -1%
MIS
55
Morningstar Investment Services
Illinois
$37.2M -$1.32M -14,350 -3%
TH
56
TCTC Holdings
Texas
$36.3M +$195K +2,150 +0.5%
Optiver Holding
57
Optiver Holding
Netherlands
$35.5M +$18.9M +207,944 +113%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$32.3M -$2.95M -32,526 -8%
Fayez Sarofim & Co
59
Fayez Sarofim & Co
Texas
$31.4M -$2.84M -31,315 -8%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$30.5M -$35.9M -395,259 -54%
Invesco
61
Invesco
Georgia
$30.4M -$2.72M -30,013 -8%
Brown Advisory
62
Brown Advisory
Maryland
$29.8M -$1.74M -19,230 -6%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$29.3M -$2.88M -31,705 -9%
LPL Financial
64
LPL Financial
California
$29.2M +$967K +10,659 +3%
VanEck Associates
65
VanEck Associates
New York
$28.8M -$2.05M -22,560 -7%
MIM
66
Martin Investment Management
Florida
$28.4M -$843K -9,287 -3%
CT
67
Cambridge Trust
Massachusetts
$28.4M +$2.18M +24,046 +8%
SC
68
Saturna Capital
Washington
$28.2M -$1.41M -15,519 -5%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$27.7M +$515K +5,673 +2%
CI
70
Cambiar Investors
Colorado
$27.6M -$2.36M -26,041 -8%
OAM
71
Oppenheimer Asset Management
New York
$27.5M -$610K -6,724 -2%
American Century Companies
72
American Century Companies
Missouri
$27.2M +$6.15M +67,827 +29%
WFMPM
73
Woodley Farra Manion Portfolio Management
Indiana
$26.3M +$283K +3,120 +1%
Creative Planning
74
Creative Planning
Kansas
$26.2M -$1.09M -12,014 -4%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$25.3M -$569K -9,262 -2%
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