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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 %
CBN
1101
Cadence Bank NA
Texas
– -$476K -5,633 Closed
B
1102
Bellecapital
Switzerland
– -$455K -5,387 Closed
NP
1103
NorthRock Partners
Minnesota
– -$415K -4,904 Closed
KCM
1104
Kathmere Capital Management
Pennsylvania
– -$354K -4,182 Closed
BOH
1105
Bank of Hawaii
Hawaii
– -$351K -4,152 Closed
FTA
1106
Financial & Tax Architects
Missouri
– -$329K -3,889 Closed
BIP
1107
Blueprint Investment Partners
North Carolina
– -$327K -3,865 Closed
AIP
1108
Almanack Investment Partners
Pennsylvania
– -$326K -3,856 Closed
CWM
1109
CCG Wealth Management
California
– -$316K -3,735 Closed
HIM
1110
Hotaling Investment Management
Pennsylvania
– -$307K -3,630 Closed
PCP
1111
Proficio Capital Partners
Massachusetts
– -$299K -3,542 Closed
FFA
1112
Founders Financial Alliance
North Carolina
– -$299K -3,542 Closed
SG
1113
StoneX Group
New York
– -$291K -3,439 Closed
IC
1114
IEQ Capital
California
– -$289K -3,419 Closed
AIA
1115
Alera Investment Advisors
Illinois
– -$268K -3,172 Closed
SC
1116
Savant Capital
Illinois
– -$256K -3,034 Closed
WAP
1117
Wealthcare Advisory Partners
Pennsylvania
– -$246K -2,909 Closed
AWM
1118
Avitas Wealth Management
California
– -$243K -2,876 Closed
SPP
1119
Single Point Partners
Massachusetts
– -$241K -2,854 Closed
PT
1120
Plimoth Trust
Massachusetts
– -$239K -2,820 Closed
CPIA
1121
Cornell Pochily Investment Advisors
New York
– -$233K -2,751 Closed
LWM
1122
Laidlaw Wealth Management
New York
– -$232K -2,745 Closed
FWM
1123
Fairhaven Wealth Management
Illinois
– -$227K -2,691 Closed
CPWA
1124
Cerro Pacific Wealth Advisors
California
– -$227K -2,691 Closed
AP
1125
Appleton Partners
Massachusetts
– -$227K -2,686 Closed
43 44
45
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