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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 %
KMWM
801
Keudell/Morrison Wealth Management
Oregon
$297K -$8.17K -90 -3%
PCA
802
Prosperity Capital Advisors
Ohio
$297K +$297K +3,276 New
CCM
803
Crew Capital Management
Ohio
$297K – – –
ICG
804
InterOcean Capital Group
Tennessee
$295K -$14.2K -157 -5%
AWA
805
Aaron Wealth Advisors
Illinois
$295K +$295K +3,256 New
AFM
806
Andesa Financial Management
Pennsylvania
$295K -$90.6K -999 -23%
FTA
807
Financial & Tax Architects
Missouri
$295K +$295K +3,206 New
PMA
808
Prudent Man Advisors
Illinois
$293K +$293K +3,234 New
PP
809
Pacifica Partners
Canada
$293K +$35.8K +393 +14%
APWM
810
Argonautica Private Wealth Management
Massachusetts
$292K +$292K +3,214 New
AA
811
Argent Advisors
Louisiana
$291K – – –
PFBT
812
Parkside Financial Bank & Trust
Missouri
$289K +$3.54K +39 +1%
RFG
813
RFP Financial Group
Georgia
$288K +$288K +3,177 New
DOA
814
D'Orazio & Associates
Virginia
$288K +$288K +3,174 New
IRC
815
Investors Research Corp
Georgia
$286K – – –
MGWM
816
Marks Group Wealth Management
Minnesota
$285K +$285K +3,146 New
RCC
817
Red Cedar Capital
Nebraska
$285K – – –
SWM
818
Spire Wealth Management
Virginia
$285K +$19K +210 +7%
ECG
819
Edge Capital Group
Georgia
$285K +$7.62K +84 +3%
HPC
820
HM Payson & Co
Maine
$284K -$141K -1,553 -33%
CF
821
Centaurus Financial
California
$284K -$79.8K -878 -22%
PCIA
822
Prime Capital Investment Advisors
Kansas
$284K +$284K +3,130 New
AF
823
Allworth Financial
California
$284K -$8.44K -93 -3%
PCA
824
Peddock Capital Advisors
Massachusetts
$283K – – –
FCBT
825
First Citizens Bank & Trust
North Carolina
$283K +$2.09K +23 +0.7%
31 32
33
34 35