Novartis
NVS
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 60 closing their positions.
187% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 60
134% more call options, than puts
Call options by funds: $798M | Put options by funds: $341M
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
10% more capital invested
Capital invested by funds: $13.8B → $15.3B (+$1.43B)
9% more funds holding
Funds holding: 1,088 → 1,182 (+94)
0.49% less ownership
Funds ownership: 7.62% → 7.12% (-0.49%)
40% less repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 495
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$210M |
| 2 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
+$50.5M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$46.8M |
| 4 |
Morgan Stanley
New York
|
+$31.8M |
| 5 |
Renaissance Technologies
New York
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$336M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$231M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$147M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$71.4M |
| 5 |
Goldman Sachs
New York
|
-$68.1M |
NVS Hedge Fund Activity: Q4 2022 in Review
1,182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q4 2022, worth a combined $15.3B — up 10% from $13.8B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new NVS positions and 60 closed out — a net gain of 112 holders — while 297 added to existing stakes and 495 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $210M. The largest seller was Loomis, Sayles & Company, cutting an estimated $336M.
- 1,182 institutional investors held Novartis (NVS) as of Q4 2022, up from 1,088 in Q3 2022.
- Funds reported $15.3B of Novartis stock for Q4 2022, up 10% quarter-over-quarter.
- 172 funds opened new Novartis positions in Q4 2022 and 60 closed out, a net change of +112 holders.
- The largest Novartis buyer in Q4 2022 was Arrowstreet Capital, an estimated $210M added.
- The largest Novartis seller in Q4 2022 was Loomis, Sayles & Company, an estimated $336M sold.
Based on aggregated 13F filings for Q4 2022.