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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 %
LA
851
Latitude Advisors
Florida
$268K -$23.2K -256 -8%
SSWM
852
Smith Salley Wealth Management
North Carolina
$267K -$2.71M -29,861 -91%
DWM
853
Dorchester Wealth Management
Quebec, Canada
$267K – – –
PTP
854
Platform Technology Partners
New York
$267K -$6.99K -77 -3%
HNWAG
855
High Net Worth Advisory Group
Florida
$266K – – –
PIMG
856
Patriot Investment Management Group
Tennessee
$265K -$60K -670 -18%
SFS
857
Stiles Financial Services
Minnesota
$264K – – –
PWA
858
Physician Wealth Advisors
Utah
$262K -$2.76K -30 -1%
FHA
859
Flagship Harbor Advisors
Massachusetts
$261K -$3.18K -35 -1%
CCM
860
Coldstream Capital Management
Washington
$260K +$260K +2,865 New
MW
861
Marcum Wealth
Ohio
$258K -$11K -121 -4%
ACM
862
Allred Capital Management
Texas
$258K – – –
AIP
863
Almanack Investment Partners
Pennsylvania
$257K +$257K +2,838 New
NG
864
Northstar Group
New York
$257K -$9.98K -110 -4%
CMI
865
Clare Market Investments
Texas
$256K +$256K +2,827 New
JC
866
Jacobs & Co
California
$256K – – –
TFCP
867
Twin Focus Capital Partners
Massachusetts
$255K +$6.35K +70 +3%
KCM
868
Kendall Capital Management
Maryland
$255K -$29.4K -325 -10%
CJFS
869
Coulter & Justus Financial Services
Tennessee
$255K – – –
WAAG
870
Wealth Alliance Advisory Group
Kansas
$255K +$816 +9 +0.3%
SCM
871
Shelton Capital Management
Colorado
$254K – – –
LWM
872
Lyell Wealth Management
California
$254K – – –
OWA
873
Opal Wealth Advisors
New York
$252K +$252K +2,780 New
PAS
874
Professional Advisory Services
Florida
$252K +$252K +2,780 New
P
875
Pitcairn
Pennsylvania
$252K -$31.6K -348 -11%
33 34
35
36 37