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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 %
MRCM
726
M&R Capital Management
New Jersey
$367K – – –
MNBTD
727
Moody National Bank Trust Division
Texas
$367K -$21.4K -236 -6%
HWM
728
HB Wealth Management
Georgia
$367K +$13.1K +144 +4%
SRC
729
Shufro Rose & Co
New York
$367K -$3.63K -40 -1%
DAS
730
Dynamic Advisor Solutions
Arizona
$366K -$58.5K -645 -14%
MWM
731
Mattern Wealth Management
Kansas
$366K – – –
EIM
732
Essex Investment Management
Massachusetts
$365K -$7.08K -78 -2%
ACA
733
Atlas Capital Advisors
Wyoming
$365K -$15.2K -167 -4%
PWPS
734
Pinnacle Wealth Planning Services
Ohio
$364K -$263K -2,897 -42%
ACM
735
Ategra Capital Management
Virginia
$362K – – –
BFC
736
Bedel Financial Consulting
Indiana
$359K +$41K +452 +13%
OAM
737
Occidental Asset Management
California
$359K +$77.1K +850 +27%
PPC
738
Park Place Capital
Alabama
$358K +$358K +3,949 New
VWA
739
V Wealth Advisors
Kansas
$358K +$37.7K +415 +12%
NPF
740
Norris Perne & French
Michigan
$357K – – –
TYCC
741
Texas Yale Capital Corp
Florida
$349K – – –
HWAM
742
Hennion & Walsh Asset Management
New Jersey
$348K +$76.9K +847 +28%
OIA
743
OneDigital Investment Advisors
Kansas
$348K +$43.8K +483 +14%
CCFCSB
744
Cape Cod Five Cents Savings Bank
Massachusetts
$347K -$135K -1,493 -28%
TLCM
745
Twin Lakes Capital Management
California
$344K – – –
HBWM
746
Hollow Brook Wealth Management
New York
$344K – – –
CAM
747
Cozad Asset Management
Illinois
$343K – – –
PWM
748
Perigon Wealth Management
California
$342K +$2.54K +28 +0.7%
RTC
749
Riverview Trust Company
Washington
$341K – – –
HF
750
HRT Financial
New York
$341K +$341K +3,762 New
28 29
30
31 32