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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.

New
Increased
Maintained
Reduced
Closed
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
Janus Henderson Group
United Kingdom
+$265M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$36.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$35.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$26.5M
5
CI
Cambiar Investors
Colorado
+$25.1M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$772M
2
Boston Partners
Boston Partners
Massachusetts
-$214M
3
Dodge & Cox
Dodge & Cox
California
-$114M
4
Parnassus Investments
Parnassus Investments
California
-$105M
5
Capital World Investors
Capital World Investors
California
-$68M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
726
Arkadios Wealth Advisors
Georgia
$296K -$14.5K -191 -5%
XT
727
XTX Topco
Cayman Islands
$296K +$296K +3,899 New
SVWAG
728
Sound View Wealth Advisors Group
Georgia
$295K – – –
SMG
729
Smart Money Group
Texas
$294K – – –
NSB
730
Norway Savings Bank
Maine
$293K -$62K -815 -17%
TYCC
731
Texas Yale Capital Corp
Florida
$292K – – –
MIA
732
MMBG Investment Advisors
Florida
$289K – – –
HBWM
733
Hollow Brook Wealth Management
New York
$288K -$152K -2,000 -35%
TLCM
734
Twin Lakes Capital Management
California
$288K – – –
HI
735
Hendershot Investments
Virginia
$287K – – –
CAM
736
Cozad Asset Management
Illinois
$287K +$21.3K +280 +8%
WANY
737
Wealthspire Advisors (New York)
New York
$287K +$47.8K +628 +20%
OL
738
Optas LLC
Texas
$287K +$89.6K +1,176 +45%
BFC
739
Bedel Financial Consulting
Indiana
$287K +$287K +3,506 New
RTC
740
Riverview Trust Company
Washington
$286K – – –
PFP
741
Pinnacle Financial Partners
Tennessee
$286K +$286K +3,774 New
MAM
742
Madison Asset Management
Wisconsin
$285K -$56.8M -748,018 -100%
MIM
743
Merrion Investment Management
New Jersey
$285K – – –
PWM
744
Perigon Wealth Management
California
$285K +$10.3K +135 +4%
AWA
745
Arete Wealth Advisors
Illinois
$285K +$285K +3,750 New
VC
746
Vicus Capital
Pennsylvania
$284K -$24.8K -326 -8%
FPFS
747
First Personal Financial Services
North Carolina
$283K -$17K -223 -6%
WCF
748
West Coast Financial
California
$283K -$12.5K -165 -4%
RSWM
749
Robertson Stephens Wealth Management
California
$281K -$13.1K -173 -4%
SFG
750
Summit Financial Group
West Virginia
$281K – – –
28 29
30
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