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Novartis
NVS

Overview Fund Activity

1,087 hedge funds and large institutions have $13.8B invested in Novartis in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 323 increasing their positions, 456 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,087
Holders Change
-53
Holders Change %
-4.65%
% of All Funds
18.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
63
Increased
323
Reduced
456
Closed
95
Calls
$441M
Puts
$204M
Net Calls
+$236M
Net Calls Change
+$129M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$508M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$387M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$494M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$49.4M
5
CI
5
Cambiar Investors
Colorado
$25.1M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$83.1M
2
Boston Partners
2
Boston Partners
Massachusetts
$135M
3
Dodge & Cox
3
Dodge & Cox
California
$1.6B
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
Capital World Investors
5
Capital World Investors
California
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
1076
Disciplined Investments
Oklahoma
$1K – – –
CC
1077
Corsicana & Co
Texas
$1K – – –
SIS
1078
Sound Income Strategies
Florida
$1K +$1K +10 New
UOTTAIMCU
1079
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1K +$1K +14 New
VCM
1080
Versant Capital Management
Arizona
$1K +$1K +15 New
CQS
1081
Credential Qtrade Securities
$988 +$988 +13 New
HWP
1082
Highline Wealth Partners
California
$456 +$456 +6 New
PWP
1083
Principle Wealth Partners
Connecticut
$405 – – –
NDSI
1084
Newman Dignan & Sheerar Inc
Rhode Island
$281 – – –
WIM
1085
Westside Investment Management
California
$1 -$1 -26 -50%
Parnassus Investments
1086
Parnassus Investments
California
– -$105M -1,242,128 Closed
CIM
1087
Confluence Investment Management
Missouri
– -$15.8M -186,547 Closed
CPC
1088
Cookson Peirce & Co
Pennsylvania
– -$14.9M -175,674 Closed
BCM
1089
Buckhead Capital Management
Georgia
– -$7.41M -87,629 Closed
EP
1090
Edgestream Partners
New Jersey
– -$5.03M -59,479 Closed
CCM
1091
Cinctive Capital Management
New York
– -$3.99M -47,144 Closed
Allianz Asset Management
1092
Allianz Asset Management
Germany
– -$3.92M -46,316 Closed
HT
1093
HighTower Trust
Texas
– -$4.34K -38,384 Closed
MFS
1094
Mirabella Financial Services
United Kingdom
– -$2.46M -29,071 Closed
CCB
1095
Cutter & Co Brokerage
Missouri
– -$940K -11,124 Closed
EWA
1096
EP Wealth Advisors
California
– -$913K -10,800 Closed
DFA
1097
Delta Financial Advisors
Louisiana
– -$818K -9,681 Closed
SEC
1098
Seven Eight Capital
New York
– -$803K -9,499 Closed
BFS
1099
Bard Financial Services
Connecticut
– -$418K -6,125 Closed
Twin Tree Management
1100
Twin Tree Management
Texas
– -$503K -5,953 Closed
42 43
44
45 46