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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 %
RWA
876
River Wealth Advisors
Pennsylvania
$251K -$38.3K -422 -13%
LFA
877
Laraway Financial Advisors
Minnesota
$251K -$272 -3 -0.1%
BIP
878
Blueprint Investment Partners
North Carolina
$251K +$251K +2,766 New
BA
879
Bristlecone Advisors
Washington
$251K – – –
GA
880
GFS Advisors
Texas
$249K – – –
RPCONE
881
Retirement Planning Company of New England
Rhode Island
$247K -$726 -8 -0.3%
LCM
882
LCM Capital Management
Illinois
$246K +$998 +11 +0.4%
BFW
883
Brady Family Wealth
Missouri
$246K +$246K +2,710 New
SIG
884
Stonegate Investment Group
Alabama
$245K -$37.4K -412 -13%
CBTWT
885
Community Bank & Trust (Waco, Texas)
Texas
$245K -$18.2K -200 -7%
KAM
886
Knightsbridge Asset Management
California
$245K +$245K +2,700 New
TF
887
Tompkins Financial
New York
$244K – – –
PFM
888
Parsec Financial Management
North Carolina
$242K +$242K +2,673 New
PP
889
PDS Planning
Ohio
$241K -$12.5K -138 -5%
BTI
890
Blue Trust Inc
Georgia
$241K +$47.6K +627 +25%
TFS
891
TrustCore Financial Services
Tennessee
$240K – – –
CC
892
Chicago Capital
Illinois
$240K -$68K -750 -22%
GLA
893
Great Lakes Advisors
Illinois
$239K – – –
SEP
894
Southland Equity Partners
Missouri
$239K +$239K +2,638 New
IWM
895
IHT Wealth Management
Illinois
$238K -$29.6K -326 -11%
ESB
896
Essex Savings Bank
Connecticut
$236K -$32.1K -354 -12%
MWA
897
Meridian Wealth Advisors
Texas
$236K +$236K +2,601 New
PCP
898
Proficio Capital Partners
Massachusetts
$235K +$235K +2,595 New
MSS
899
Mitchell Sinkler & Starr
Pennsylvania
$234K +$234K +2,580 New
BP
900
BBR Partners
New York
$233K +$233K +2,565 New
34 35
36
37 38