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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 %
LF
1076
Lee Financial
Texas
$27.2K -$54.4K -600 -67%
FCA
1077
Fortis Capital Advisors
Kansas
$27.2K +$27.2K +300 New
TWA
1078
TCI Wealth Advisors
Arizona
$26.6K +$17.5K +193 +193%
LB
1079
Legacy Bridge
Iowa
$26.5K – – –
BWM
1080
Baystate Wealth Management
Massachusetts
$25K +$1.45K +16 +6%
BONH
1081
Bank of New Hampshire
New Hampshire
$24K – – –
NIC
1082
Northwest Investment Counselors
Oregon
$23.8K – – –
ACM
1083
Antonetti Capital Management
Florida
$22.7K – – –
Credit Agricole
1084
Credit Agricole
France
$22K – – –
BWAM
1085
Boyd Watterson Asset Management
Ohio
$22K +$22K +242 New
WAM
1086
WFA Asset Management
Wisconsin
$21.1K – – –
HCM
1087
Hollencrest Capital Management
California
$21K +$21K +232 New
MFA
1088
McClarren Financial Advisors
Pennsylvania
$20K +$526 +6 +3%
PO
1089
Private Ocean
California
$19.7K – – –
RG
1090
Retirement Group
California
$19K +$19K +213 New
FSWA
1091
Financial Synergies Wealth Advisors
Texas
$18.9K +$18.9K +208 New
RTL
1092
Red Tortoise LLC
Georgia
$18.8K +$18.8K +207 New
BCM
1093
Blume Capital Management
California
$18.1K – – –
WBC
1094
West Branch Capital
Massachusetts
$18.1K – – –
MAWCM
1095
Mine & Arao Wealth Creation & Management
California
$18.1K – – –
TC
1096
Trust Company
Kansas
$18K – – –
CAM
1097
Close Asset Management
United Kingdom
$18K – – –
UCB
1098
United Community Bank
South Carolina
$17.7K – – –
CTB
1099
Country Trust Bank
Illinois
$17.6K -$26.3K -290 -60%
TFA
1100
Transamerica Financial Advisors
Florida
$17K – – –
42 43
44
45 46