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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
1
Janus Henderson Group
United Kingdom
$508M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$387M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$494M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$49.4M
5
CI
5
Cambiar Investors
Colorado
$25.1M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$83.1M
2
Boston Partners
2
Boston Partners
Massachusetts
$135M
3
Dodge & Cox
3
Dodge & Cox
California
$1.6B
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
Capital World Investors
5
Capital World Investors
California
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
926
Thompson Siegel & Walmsley
Virginia
$71K – – –
EBA
927
Eagle Bay Advisors
New York
$71K – – –
ZIG
928
Zullo Investment Group
Pennsylvania
$70K – – –
CNBTD
929
Citizens National Bank Trust Department
Mississippi
$70K – – –
CWM
930
Cedar Wealth Management
California
$68K -$27.7K -365 -29%
LF
931
Lee Financial
Texas
$68K – – –
OCM
932
Orion Capital Management
California
$68K – – –
HC
933
Hoese & Co
Minnesota
$67K – – –
FFC
934
First Financial Corp
Indiana
$66K – – –
DAC
935
Dividend Assets Capital
South Carolina
$65K – – –
CSB
936
City State Bank
Iowa
$65K – – –
HDIM
937
Hanson & Doremus Investment Management
Vermont
$61K -$10.4K -137 -15%
CTA
938
Colonial Trust Advisors
South Carolina
$61K +$61K +800 New
AF
939
Advisornet Financial
Minnesota
$59K -$105K -1,373 -64%
MIP
940
Mondrian Investment Partners
United Kingdom
$57K -$3.65K -48,071 -6%
CHC
941
City Holding Co
West Virginia
$55K – – –
NMG
942
New Millennium Group
Utah
$53K -$76 -1 -0.1%
SWM
943
Sugarloaf Wealth Management
Georgia
$53K – – –
AA
944
AlphaMark Advisors
Kentucky
$53K – – –
IBOK
945
Independence Bank of Kentucky
Kentucky
$52K -$6.9K -90 -12%
BNP Paribas Financial Markets
946
BNP Paribas Financial Markets
France
$52K -$21.1K -278 -29%
MTIC
947
Missouri Trust & Investment Company
Missouri
$50K – – –
CA
948
Crewe Advisors
Utah
$50K – – –
BLC
949
Brown, Lisle/Cummings
Rhode Island
$49.4K – – –
PWMG
950
Prestige Wealth Management Group
New Jersey
$48K -$2.06K -27 -4%
36 37
38
39 40