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 %
PCMN
776
Paradigm Capital Management (Nevada)
Nevada
$262K -$13.3K -175 -5%
AA
777
Ancora Advisors
Ohio
$262K -$532 -7 -0.2%
VC
778
Veracity Capital
Georgia
$260K -$8.89K -117 -3%
WHC
779
Wulff, Hansen & Co
California
$260K – – –
ICG
780
InterOcean Capital Group
Tennessee
$259K -$47.3K -624 -15%
Toronto Dominion Bank
781
Toronto Dominion Bank
Ontario, Canada
$259K – – –
GT
782
Glenview Trust
Kentucky
$258K – – –
CC
783
Chicago Capital
Illinois
$258K – – –
VPI
784
Value Partners Investments
Manitoba, Canada
$258K +$27.4K +361 +12%
CFO
785
CVA Family Office
Colorado
$258K +$204K +2,675 +374%
CDH
786
Charles D. Hyman
$256K – – –
KMWM
787
Keudell/Morrison Wealth Management
Oregon
$256K +$12.4K +163 +5%
OIA
788
OneDigital Investment Advisors
Kansas
$255K -$10.8K -142 -4%
JA
789
JVL Associates
Michigan
$251K – – –
TFA
790
Tranquilli Financial Advisor
New Jersey
$251K +$251K +3,301 New
DT
791
Diversified Trust
Tennessee
$249K -$496K -6,518 -67%
CCM
792
Crew Capital Management
Ohio
$249K – – –
KCM
793
Kanawha Capital Management
Virginia
$248K -$4.33K -57 -2%
WT
794
Washington Trust
Rhode Island
$248K +$38.1K +500 +18%
FLI
795
Family Legacy Inc
South Carolina
$247K – – –
PCA
796
Pallas Capital Advisors
Massachusetts
$246K +$803 +10 +0.3%
BHWM
797
Bar Harbor Wealth Management
New Hampshire
$246K +$3.73K +49 +2%
FM
798
Foster & Motley
Ohio
$245K -$13.7K -180 -5%
AF
799
Allworth Financial
California
$245K +$77.9K +1,024 +47%
LA
800
Latitude Advisors
Florida
$244K -$152 -2 -0.1%
30 31
32
33 34