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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.

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
1
Arrowstreet Capital
Massachusetts
$374M
2
MSE
2
MUFG Securities EMEA
United Kingdom
$55.1M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$56.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$589M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$310M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$993M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$357M
3
Boston Partners
3
Boston Partners
Massachusetts
$2.73M
4
Bank of America
4
Bank of America
North Carolina
$578M
5
Goldman Sachs
5
Goldman Sachs
New York
$170M
Name Market Value Shares Shares
Change 		Shares
Change %
FCI
76
Financial Counselors Inc
Kansas
$24.3M 267,323 -1,039 -0.4%
Stifel Financial
77
Stifel Financial
Missouri
$23.6M 259,632 -25,139 -9%
Corient Private Wealth
78
Corient Private Wealth
Florida
$23.3M 256,886 +256,886 New
BCAM
79
Boston Common Asset Management
Massachusetts
$23.1M 255,039 -18,949 -7%
HighTower Advisors
80
HighTower Advisors
Illinois
$22.4M 246,439 +2,200 +0.9%
Pacer Advisors
81
Pacer Advisors
Pennsylvania
$21.1M 232,836 +50,296 +28%
US Bancorp
82
US Bancorp
Minnesota
$21M 231,879 +40,537 +21%
GG
83
Gofen & Glossberg
Illinois
$20.6M 227,555 -4,434 -2%
CCM
84
Causeway Capital Management
California
$20.2M 222,832 -47,998 -18%
DLA
85
Douglas Lane & Associates
New York
$20M 220,356 -80,450 -27%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$19.9M 219,622 +9,502 +5%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$19.4M 213,585 -243 -0.1%
M&T Bank
88
M&T Bank
New York
$18.8M 207,033 +6 +0%
First Manhattan
89
First Manhattan
New York
$18.3M 202,022 +922 +0.5%
DP
90
DDD Partners
Washington
$18M 197,981 +4,047 +2%
JGUA
91
John G. Ullman & Associates
New York
$17.6M 194,211 -3,683 -2%
Mariner
92
Mariner
Kansas
$17.6M 193,924 +1,548 +0.8%
AssetMark Inc
93
AssetMark Inc
California
$17M 187,391 +2,499 +1%
HTHT
94
Hemenway Trust Hemenway Trust
New Hampshire
$16.8M 184,917 -3,825 -2%
TAM
95
Tocqueville Asset Management
New York
$16.4M 181,321 -58 -0%
BC
96
Bartlett & Co
Ohio
$16.1M 177,871 -3,394 -2%
BCWM
97
Bartlett & Co Wealth Management
Ohio
$16.1M 177,871 -3,394 -2%
Citigroup
98
Citigroup
New York
$16M 176,546 +8,415 +5%
OA
99
Oak Associates
Ohio
$15.9M 175,742 -9,340 -5%
EWA
100
Exencial Wealth Advisors
Oklahoma
$15.9M 175,551 -2,687 -2%
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4
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