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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 %
BOPW
901
Brandywine Oak Private Wealth
Pennsylvania
$232K -$204K -2,249 -47%
NCM
902
Northside Capital Management
Oregon
$231K +$231K +2,546 New
SB
903
Strategic Blueprint
Georgia
$231K -$8.17K -90 -3%
SBL
904
Sargent Bickham Lagudis
Colorado
$230K -$126K -1,389 -35%
AIIMS
905
Analyst IMS Investment Management Services
Israel
$229K +$229K +2,500 New
P
906
Palladiem
Pennsylvania
$229K +$229K +2,523 New
SPWM
907
Straight Path Wealth Management
Michigan
$228K +$228K +2,514 New
ES
908
Eagle Strategies
New York
$227K +$227K +2,505 New
AFCM
909
Applied Finance Capital Management
Puerto Rico
$227K +$227K +2,504 New
MSFS
910
Main Street Financial Solutions
Pennsylvania
$227K +$227K +2,503 New
IF
911
Intrua Financial
Texas
$227K -$102K -1,111 -31%
OL
912
Optas LLC
Texas
$226K -$116K -1,274 -34%
SW
913
StrongBox Wealth
Missouri
$226K +$226K +2,491 New
FPWM
914
FSB Premier Wealth Management
Iowa
$226K +$226K +2,488 New
MFG
915
Magnus Financial Group
New York
$225K +$225K +2,484 New
BGC
916
Beutel, Goodman & Co
Ontario, Canada
$225K +$225K +2,490 New
JF
917
Jump Financial
Illinois
$225K +$225K +2,476 New
BFC
918
Blue Fin Capital
Rhode Island
$224K +$224K +2,465 New
KFA
919
Kapstone Financial Advisors
Ohio
$223K +$223K +2,595 New
CPIA
920
Cornell Pochily Investment Advisors
New York
$222K +$222K +2,451 New
SSWM
921
Sheets Smith Wealth Management
North Carolina
$222K +$222K +2,450 New
GQG Partners
922
GQG Partners
Florida
$222K -$1.2M -13,214 -84%
EWM
923
Empirical Wealth Management
Washington
$221K +$221K +2,437 New
SIC
924
Shoker Investment Counsel
Ohio
$218K +$218K +2,405 New
LNB
925
Ledyard National Bank
$218K +$218K +2,403 New
35 36
37
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