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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 %
WCF
751
West Coast Financial
California
$338K – – –
FPFS
752
First Personal Financial Services
North Carolina
$337K – – –
RSWM
753
Robertson Stephens Wealth Management
California
$336K – – –
NDSI
754
Newman Dignan & Sheerar Inc
Rhode Island
$336K – – –
SFG
755
Summit Financial Group
West Virginia
$335K – – –
GRP
756
Global Retirement Partners
California
$335K -$14.2K -156 -4%
FM
757
Foster & Motley
Ohio
$333K +$40.8K +450 +14%
PB
758
Pinnacle Bancorp
Nebraska
$332K +$15K +166 +5%
HI
759
Hendershot Investments
Virginia
$332K -$11.3K -125 -3%
DDC
760
DF Dent & Co
Maryland
$330K +$2.72K +30 +0.8%
BIA
761
Benchmark Investment Advisors
Illinois
$330K -$43.1K -475 -12%
Toronto Dominion Bank
762
Toronto Dominion Bank
Ontario, Canada
$327K +$16.4K +180 +5%
NSB
763
Norway Savings Bank
Maine
$326K -$23.1K -255 -7%
RCM
764
RNC Capital Management
California
$325K -$45K -495 -12%
IPW
765
Inlet Private Wealth
Florida
$324K – – –
VC
766
Vicus Capital
Pennsylvania
$324K -$14.7K -162 -4%
FRM
767
Fox Run Management
Connecticut
$324K -$517K -5,694 -61%
RMDI
768
R.M. Davis Inc
Maine
$323K -$1.18K -13 -0.4%
RHAM
769
Round Hill Asset Management
California
$321K -$9.07K -100 -3%
MWM
770
Meridian Wealth Management
Kentucky
$320K +$726 +8 +0.2%
HCA
771
Heck Capital Advisors
Wisconsin
$318K +$4.72K +52 +2%
CCA
772
Cravens & Co Advisors
Tennessee
$318K +$318K +3,507 New
PFP
773
Pinnacle Financial Partners
Tennessee
$318K -$24.7K -272 -7%
RRA
774
Round Rock Advisors
Connecticut
$318K – – –
GCM
775
Gallacher Capital Management
Colorado
$316K +$316K +3,479 New
29 30
31
32 33