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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 %
ONST
1001
Old North State Trust
North Carolina
$92K – – –
FA
1002
Fortis Advisors
Pennsylvania
$90.7K – – –
PCM
1003
Penserra Capital Management
California
$88K +$45.2K +504 +106%
ME
1004
McIlrath & Eck
Washington
$85.7K – – –
FWM
1005
Focused Wealth Management
New York
$85.5K – – –
OIA
1006
Optimum Investment Advisors
Illinois
$85.3K -$6.8K -75 -7%
TSW
1007
Thompson Siegel & Walmsley
Virginia
$84K – – –
CNBTD
1008
Citizens National Bank Trust Department
Mississippi
$84K – – –
ZIG
1009
Zullo Investment Group
Pennsylvania
$83.9K – – –
GBT
1010
Grove Bank & Trust
Florida
$83K +$83K +914 New
CSWM
1011
Cassady Schiller Wealth Management
Ohio
$79.5K +$79.5K +876 New
TFP
1012
Tilia Fiduciary Partners
North Carolina
$78.8K -$18.1K -200 -19%
DAC
1013
Dividend Assets Capital
South Carolina
$78K – – –
CSB
1014
City State Bank
Iowa
$78K – – –
AAP
1015
Arax Advisory Partners
Colorado
$75.7K -$11.8K -130 -13%
CA
1016
Crewe Advisors
Utah
$75.5K +$15.4K +170 +26%
CWM
1017
Cedar Wealth Management
California
$74.9K -$6.44K -71 -8%
HC
1018
Hoese & Co
Minnesota
$74K -$4.49K -50 -6%
CTA
1019
Colonial Trust Advisors
South Carolina
$72.6K – – –
BLC
1020
Brown, Lisle/Cummings
Rhode Island
$71.5K +$12.5K +138 +21%
DJSG
1021
D.J. St. Germain
Massachusetts
$71.4K +$8.9K +785 +14%
BNP Paribas Financial Markets
1022
BNP Paribas Financial Markets
France
$67.8K +$5.72K +63 +9%
PFA
1023
Pathway Financial Advisers
Indiana
$66.3K +$66.3K +732 New
AA
1024
AlphaMark Advisors
Kentucky
$64K – – –
OCM
1025
Orion Capital Management
California
$63.5K -$17.1K -189 -21%
39 40
41
42 43