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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 %
NMG
1026
New Millennium Group
Utah
$62.9K -$181 -2 -0.3%
SWM
1027
Sugarloaf Wealth Management
Georgia
$62.2K – – –
IBOK
1028
Independence Bank of Kentucky
Kentucky
$58K -$3.44K -38 -6%
PWMG
1029
Prestige Wealth Management Group
New Jersey
$55.8K -$1.27K -14 -2%
FFC
1030
First Financial Corp
Indiana
$55.7K -$22.7K -250 -29%
EWM
1031
Evermay Wealth Management
Virginia
$55.2K +$25K +276 +83%
WTA
1032
Washington Trust Advisors
Massachusetts
$55.2K -$101K -1,112 -65%
BAM
1033
Baldrige Asset Management
Pennsylvania
$55K – – –
CCA
1034
Column Capital Advisors
Indiana
$54.9K – – –
CHC
1035
City Holding Co
West Virginia
$53.2K -$12K -132 -18%
LAM
1036
Lakewood Asset Management
Illinois
$51K +$51K +562 New
AWM
1037
Accel Wealth Management
Iowa
$50.7K – – –
ATC
1038
Adirondack Trust Company
New York
$50.4K – – –
PK
1039
Pflug Koory
Nebraska
$50K – – –
AF
1040
Advisornet Financial
Minnesota
$46.7K -$23.4K -258 -33%
RBC
1041
Roble Belko & Company
Pennsylvania
$46K +$6.29K +69 +16%
SC
1042
Stephens Consulting
Michigan
$45.4K – – –
ST
1043
Sageworth Trust
Pennsylvania
$45K – – –
MTIC
1044
Missouri Trust & Investment Company
Missouri
$44K -$15.9K -175 -27%
BCA
1045
Bray Capital Advisors
Florida
$42.4K – – –
BAAM
1046
Baker Avenue Asset Management
California
$41.7K +$41.7K +460 New
3IP
1047
3Chopt Investment Partners
Virginia
$41.5K +$41.5K +457 New
BWL
1048
Bogart Wealth LLC
Virginia
$41.2K – – –
Acadian Asset Management
1049
Acadian Asset Management
Massachusetts
$41K +$41K +458 New
FWA
1050
Freedom Wealth Alliance
Wisconsin
$40.8K +$40.8K +450 New
40 41
42
43 44