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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 %
HCM
926
Hutner Capital Management
Vermont
$218K -$33.4K -368 -13%
PWLP
927
Prio Wealth Limited Partnership
Massachusetts
$217K +$217K +2,392 New
VAM
928
Verity Asset Management
North Carolina
$217K +$217K +2,392 New
WPP
929
Whalerock Point Partners
Rhode Island
$217K +$217K +2,390 New
MAM
930
Mastrapasqua Asset Management
Tennessee
$216K +$216K +2,385 New
SWM
931
SeaCrest Wealth Management
New York
$216K +$216K +2,379 New
Thrivent Financial for Lutherans
932
Thrivent Financial for Lutherans
Minnesota
$215K +$215K +2,375 New
HFM
933
Hartford Funds Management
Pennsylvania
$214K +$214K +2,362 New
JSW
934
Journey Strategic Wealth
New Jersey
$214K +$214K +2,359 New
VCM
935
Vigilant Capital Management
Maine
$214K +$7.18K +79 +3%
VCWA
936
Vanguard Capital Wealth Advisors
Colorado
$214K +$214K +2,357 New
EL
937
Essex LLC
Illinois
$213K +$213K +2,350 New
CIC
938
Crawford Investment Counsel
Georgia
$213K +$213K +2,343 New
GWANC
939
Guardian Wealth Advisors (North Carolina)
North Carolina
$212K +$212K +2,336 New
CBT
940
CoreFirst Bank & Trust
Kansas
$211K – – –
DCBT
941
Dakota Community Bank & Trust
North Dakota
$211K -$13.1K -145 -6%
HIM
942
Hotaling Investment Management
Pennsylvania
$210K +$210K +2,315 New
FWM
943
Fairhaven Wealth Management
Illinois
$210K +$210K +2,309 New
LWM
944
Laidlaw Wealth Management
New York
$209K +$209K +2,305 New
GLA
945
Good Life Advisors
Pennsylvania
$209K +$209K +2,300 New
PJSIMP
946
P.J. Schmidt Investment Management (PJS)
Wisconsin
$209K +$209K +2,300 New
9WM
947
9258 Wealth Management
Ohio
$208K +$208K +2,298 New
SIA
948
Strategic Investment Advisors
Michigan
$207K +$207K +2,284 New
WDG
949
Wealth Dimensions Group
Ohio
$207K +$207K +2,281 New
MPI
950
Mairs & Power Inc
Minnesota
$207K +$207K +2,280 New
36 37
38
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