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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 %
GTAM
826
Global Trust Asset Management
Florida
$283K -$6.17K -68 -2%
AWM
827
Angeles Wealth Management
California
$282K +$282K +3,109 New
SAG
828
SageView Advisory Group
California
$280K +$280K +3,091 New
QCIG
829
Quad-Cities Investment Group
Iowa
$280K -$1.72K -19 -0.6%
AAS
830
Annex Advisory Services
Wisconsin
$280K -$85.4K -941 -23%
PFSC
831
Peoples Financial Services Corp
Pennsylvania
$279K – – –
TFS
832
Thoroughbred Financial Services
Tennessee
$279K – – –
AWA
833
Arkadios Wealth Advisors
Georgia
$279K -$74.4K -820 -21%
ACA
834
Aptus Capital Advisors
Alabama
$278K +$2.36K +26 +0.9%
PWP
835
Pursue Wealth Partners
California
$277K – – –
WAM
836
Weatherly Asset Management
California
$277K -$8.35K -92 -3%
SC
837
Savant Capital
Illinois
$276K +$276K +3,559 New
CHA
838
Carmichael Hill & Associates
Maryland
$275K -$4.54K -50 -2%
VPI
839
Value Partners Investments
Manitoba, Canada
$274K -$33.6K -370 -11%
EFSCE
840
Enterprise Financial Services Corp (EFSC)
Missouri
$274K -$3.36K -37 -1%
PTC
841
Philadelphia Trust Company
Pennsylvania
$273K – – –
Koshinski Asset Management
842
Koshinski Asset Management
Illinois
$273K +$2.99K +33 +1%
KP
843
Keel Point
Alabama
$272K +$19.1K +211 +8%
V
844
ViaWealth
Kansas
$271K +$271K +3,018 New
WP
845
WealthSpring Partners
California
$271K -$45.4K -500 -14%
ClearBridge Investments
846
ClearBridge Investments
New York
$271K +$8.89K +98 +3%
CW
847
CreativeOne Wealth
Kansas
$271K +$271K +2,985 New
HWMG
848
Hurlow Wealth Management Group
Indiana
$269K – – –
GFWA
849
Grey Fox Wealth Advisors
Delaware
$269K +$269K +2,964 New
RWMG
850
Redwood Wealth Management Group
New Jersey
$268K +$268K +2,953 New
32 33
34
35 36