NVS icon

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 %
RHAM
751
Round Hill Asset Management
California
$277K – – –
PIMG
752
Patriot Investment Management Group
Tennessee
$276K -$40.7K -535 -13%
NL
753
NWAM LLC
Washington
$275K -$87.6K -1,152 -24%
PTC
754
Private Trust Company
Ohio
$275K -$16.4K -216 -6%
DDC
755
DF Dent & Co
Maryland
$274K +$8.74K +115 +3%
DTL
756
Dynamic Technology Lab
Singapore
$274K +$274K +3,600 New
ARG
757
Advisory Resource Group
Oklahoma
$273K -$3.26K -43 -1%
IPW
758
Inlet Private Wealth
Florida
$272K – – –
RMDI
759
R.M. Davis Inc
Maine
$272K +$4.42K +58 +2%
GVAG
760
Great Valley Advisor Group
Delaware
$272K +$20.5K +269 +8%
IF
761
Intrua Financial
Texas
$271K -$42.8K -564 -14%
HJIM
762
Henry James International Management
New York
$270K – – –
FPAS
763
Focus Partners Advisor Solutions
Missouri
$270K +$78.2K +1,031 +41%
RCAG
764
Rehmann Capital Advisory Group
Michigan
$269K +$11.7K +154 +5%
MWM
765
Meridian Wealth Management
Kentucky
$268K -$42.2K -555 -14%
VWA
766
V Wealth Advisors
Kansas
$268K -$1.67K -22 -0.6%
V
767
Veritable
Delaware
$267K -$6.61K -87 -2%
VFA
768
Valeo Financial Advisors
Indiana
$267K +$43.7K +575 +20%
PB
769
Pinnacle Bancorp
Nebraska
$266K -$13.2K -174 -5%
RRA
770
Round Rock Advisors
Connecticut
$266K – – –
WP
771
WealthSpring Partners
California
$265K +$265K +3,490 New
CC
772
Courier Capital
New York
$264K +$30.4K +399 +13%
CFA
773
Capstone Financial Advisors
Illinois
$264K +$264K +3,479 New
CT
774
Colonial Trust
South Carolina
$263K +$263K +3,463 New
HCA
775
Heck Capital Advisors
Wisconsin
$263K +$4.64K +61 +2%
29 30
31
32 33