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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 %
PWP
826
Pursue Wealth Partners
California
$232K – – –
ACA
827
Aptus Capital Advisors
Alabama
$231K +$20.6K +271 +10%
PTP
828
Platform Technology Partners
New York
$230K – – –
HLOC
829
H.L. Ormond & Company
North Carolina
$229K -$15.2K -199 -6%
PTC
830
Philadelphia Trust Company
Pennsylvania
$229K – – –
BFM
831
Boston Financial Management
Massachusetts
$227K -$303 -4 -0.1%
HWAM
832
Hennion & Walsh Asset Management
New Jersey
$227K +$227K +2,986 New
Koshinski Asset Management
833
Koshinski Asset Management
Illinois
$226K -$56.6K -744 -20%
MW
834
Marcum Wealth
Ohio
$226K -$4.27K -56 -2%
HWMG
835
Hurlow Wealth Management Group
Indiana
$226K -$4.19K -55 -2%
DWM
836
Dorchester Wealth Management
Quebec, Canada
$224K – – –
NG
837
Northstar Group
New York
$224K +$4.57K +60 +2%
ESB
838
Essex Savings Bank
Connecticut
$224K +$28.8K +380 +15%
IWM
839
IHT Wealth Management
Illinois
$224K +$224K +2,947 New
SWM
840
Spire Wealth Management
Virginia
$223K -$134K -1,766 -38%
HNWAG
841
High Net Worth Advisory Group
Florida
$223K -$13.4K -176 -6%
PWA
842
Physician Wealth Advisors
Utah
$223K – – –
FHA
843
Flagship Harbor Advisors
Massachusetts
$221K +$2.66K +35 +1%
SFS
844
Stiles Financial Services
Minnesota
$221K +$17.5K +230 +9%
ClearBridge Investments
845
ClearBridge Investments
New York
$220K -$392K -5,143 -64%
CBTWT
846
Community Bank & Trust (Waco, Texas)
Texas
$220K – – –
ACM
847
Allred Capital Management
Texas
$216K – – –
BTI
848
Blue Trust Inc
Georgia
$216K +$25.7K +303 +14%
CBA
849
Coastal Bridge Advisors
Connecticut
$216K +$216K +2,838 New
PP
850
Pacifica Partners
Canada
$215K – – –
32 33
34
35 36