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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 %
DDPIC
951
Deroy & Devereaux Private Investment Counsel
Michigan
$206K +$206K +2,275 New
GB
952
Goepper Burkhardt
South Carolina
$204K +$204K +2,250 New
AL
953
Aspiriant LLC
California
$203K -$200K -2,200 -50%
SXL
954
Summit X LLC
Missouri
$203K +$203K +2,395 New
NP
955
NorthRock Partners
Minnesota
$202K +$202K +2,230 New
FFS
956
Founders Financial Securities
Maryland
$202K +$202K +2,229 New
CBFP
957
Cedar Brook Financial Partners
Ohio
$202K +$202K +2,226 New
WA1
958
Wimmer Associates 1
California
$201K +$201K +2,220 New
GWM
959
Gitterman Wealth Management
New Jersey
$201K +$201K +2,218 New
Mitsubishi UFJ Asset Management
960
Mitsubishi UFJ Asset Management
Japan
$201K +$8.94K +97 +5%
SSG
961
Summit Securities Group
New York
$190K +$190K +2,097 New
OIM
962
Oder Investment Management
California
$190K +$190K +2,090 New
CT
963
Clearstead Trust
Maine
$189K -$9.11K -100 -5%
EWA
964
EverSource Wealth Advisors
Alabama
$186K -$47.5K -524 -20%
HCP
965
Hexagon Capital Partners
Arkansas
$179K -$1.63K -18 -0.9%
SWA
966
Sutton Wealth Advisors
Florida
$176K – – –
ABLA
967
Alan B. Lancz & Associates
Ohio
$175K – – –
HIA
968
Harbor Investment Advisory
Maryland
$172K -$3.63K -40 -2%
HWA
969
Heritage Wealth Advisors
Virginia
$169K – – –
FPB
970
First PREMIER Bank
South Dakota
$167K – – –
IRAG
971
Investment Research & Advisory Group
Georgia
$166K – – –
EDRH
972
Edmond de Rothschild Holding
Switzerland
$158K -$53.2K -586 -25%
HBT
973
Hills Bank & Trust
Iowa
$157K -$9.99K -110 -6%
AA
974
Addison Advisors
Vermont
$156K +$29.3K +323 +23%
HBW
975
Hazlett, Burt & Watson
West Virginia
$150K – – –
37 38
39
40 41