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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 %
CC
776
Courier Capital
New York
$315K – – –
CT
777
Colonial Trust
South Carolina
$314K – – –
CWP
778
Concord Wealth Partners
Virginia
$313K -$41.5K -457 -12%
PTC
779
Private Trust Company
Ohio
$313K -$15.1K -166 -5%
SPP
780
Single Point Partners
Massachusetts
$312K +$312K +3,438 New
LW
781
Linscomb Wealth
Texas
$312K +$312K +3,437 New
WHC
782
Wulff, Hansen & Co
California
$311K – – –
VC
783
Veracity Capital
Georgia
$310K -$91 -1 -0%
PAM
784
Panagora Asset Management
Massachusetts
$310K -$104K -1,144 -25%
PPW
785
Parcion Private Wealth
Washington
$310K -$4.37M -48,148 -93%
MIM
786
Merrion Investment Management
New Jersey
$308K -$31.8K -350 -9%
GT
787
Glenview Trust
Kentucky
$308K – – –
MAM
788
Madison Asset Management
Wisconsin
$308K -$32.6K -359 -10%
FAM
789
Formidable Asset Management
Ohio
$308K +$308K +3,396 New
CDH
790
Charles D. Hyman
$307K +$636 +7 +0.2%
FPAS
791
Focus Partners Advisor Solutions
Missouri
$306K -$16.4K -181 -5%
BFM
792
Boston Financial Management
Massachusetts
$305K +$34K +375 +13%
PCMN
793
Paradigm Capital Management (Nevada)
Nevada
$303K -$9.07K -100 -3%
AA
794
Ancora Advisors
Ohio
$303K -$9.61K -106 -3%
KCM
795
Kanawha Capital Management
Virginia
$303K +$6.71K +74 +2%
FLI
796
Family Legacy Inc
South Carolina
$302K – – –
VWM
797
Venturi Wealth Management
Texas
$301K +$16.1K +177 +6%
BHWM
798
Bar Harbor Wealth Management
New Hampshire
$300K +$6.44K +71 +2%
RCAG
799
Rehmann Capital Advisory Group
Michigan
$300K -$21.2K -234 -7%
PCA
800
Pallas Capital Advisors
Massachusetts
$298K +$16.2K +176 +6%
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