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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 %
KFI
976
Key Financial Inc
Pennsylvania
$141K – – –
GIA
977
GHP Investment Advisors
Colorado
$136K – – –
DZ Bank
978
DZ Bank
Germany
$136K -$55.6K -614 -29%
TRCT
979
Tower Research Capital (TRC)
New York
$135K +$31K +343 +30%
AWM
980
AllSquare Wealth Management
New York
$134K – – –
MHR
981
Matthew Hamilton Rosenberg
$134K – – –
PSB
982
Piscataqua Savings Bank
New Hampshire
$130K – – –
JWA
983
JFS Wealth Advisors
Pennsylvania
$128K -$91.2K -1,005 -42%
NSIM
984
North Star Investment Management
Illinois
$125K -$54.2K -598 -30%
KFS
985
Kelly Financial Services
Massachusetts
$124K – – –
FNBOSM
986
First National Bank of South Miami
Florida
$124K – – –
HWA
987
HHM Wealth Advisors
Tennessee
$120K -$3.27K -36 -3%
ZB
988
Zions Bancorporation
Utah
$119K +$1.63K +18 +1%
MMG
989
Monetary Management Group
Missouri
$114K – – –
Barclays
990
Barclays
United Kingdom
$113K -$3.57M -39,091 -97%
FP
991
Financial Perspectives
Minnesota
$112K – – –
JWM
992
Janiczek Wealth Management
Colorado
$112K +$6.43K +71 +6%
CFG
993
CKW Financial Group
Hawaii
$109K – – –
TC
994
Tacita Capital
Ontario, Canada
$109K – – –
TJHA
995
Thomas J. Herzfeld Advisors
Florida
$109K -$3.99K -44 -4%
SC
996
Seldon Capital
California
$106K – – –
GWS
997
Glassman Wealth Services
Virginia
$102K +$9.8K +108 +11%
FCA
998
FinTrust Capital Advisors
South Carolina
$102K +$45.4K +500 +81%
DSC
999
Duncker Streett & Co
Missouri
$96.4K – – –
WB
1000
Webster Bank
Connecticut
$93K -$13.6K -150 -13%
38 39
40
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