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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 %
CFD
1051
Creative Financial Designs
Indiana
$40K – – –
MSCM
1052
McElhenny Sheffield Capital Management
Texas
$39.7K +$39.7K +438 New
BWM
1053
BerganKDV Wealth Management
Minnesota
$39.2K – – –
FRA
1054
Front Row Advisors
California
$38K -$6.84K -76 -15%
TSWM
1055
Tyler-Stone Wealth Management
Ohio
$38K – – –
Allspring Global Investments
1056
Allspring Global Investments
North Carolina
$37.5K -$1.1M -12,160 -97%
CWC
1057
Carolinas Wealth Consulting
North Carolina
$37.2K +$3.63K +40 +11%
FFA
1058
Fairfield Financial Advisors
Massachusetts
$36.8K – – –
CA
1059
CoreCap Advisors
Michigan
$36.8K +$36.8K +406 New
RMC
1060
Resources Management Corp
Connecticut
$36K -$4.5K -50 -11%
RFA
1061
Resurgent Financial Advisors
Georgia
$35.3K +$35.3K +389 New
RFA
1062
Register Financial Advisors
Georgia
$33K +$33K +364 New
GEA
1063
Glen Eagle Advisors
New Jersey
$32.1K – – –
BCM
1064
Bourgeon Capital Management
Connecticut
$31.8K – – –
OWA
1065
One Wealth Advisors
California
$31.8K +$31.8K +350 New
M
1066
MOTCO
Texas
$31.6K – – –
FMP
1067
Financial Management Professionals
Texas
$31K +$29.5K +323 +2,019%
FFA
1068
Farther Finance Advisors
California
$29.8K +$29.8K +328 New
KTC
1069
Kistler-Tiffany Companies
Pennsylvania
$29.1K – – –
MAM
1070
Marquette Asset Management
Minnesota
$28.8K – – –
AWM
1071
Activest Wealth Management
Florida
$28.5K – – –
POIA
1072
Pin Oak Investment Advisors
Texas
$28K +$7.23K +80 +35%
ADL
1073
Asset Dedication LLC
California
$28K +$9.89K +107 +55%
BHWM
1074
Beaird Harris Wealth Management
Texas
$27.9K – – –
DWP
1075
Destiny Wealth Partners
Florida
$27.5K +$7.8K +86 +40%
41 42
43
44 45