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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 %
CPG
1101
Cornerstone Planning Group
New Jersey
$16.5K +$16.5K +179 New
OLVIG
1102
Oliver Lagore Vanvalin Investment Group
Michigan
$16.3K – – –
PMFA
1103
Plante Moran Financial Advisors
Michigan
$16.1K -$17.2K -190 -52%
SFG
1104
Steward Financial Group
Texas
$16K +$16K +179 New
MDCM
1105
Morgan Dempsey Capital Management
Wisconsin
$15.6K – – –
LWANC
1106
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.6K – – –
TF
1107
TimeScale Financial
Massachusetts
$15.2K – – –
HGERS
1108
Householder Group Estate & Retirement Specialist
Arizona
$15K – – –
AFS
1109
Annapolis Financial Services
Maryland
$14.6K -$3.54K -39 -20%
CAC
1110
Core Alternative Capital
Georgia
$14.1K – – –
HCM
1111
Highlander Capital Management
New Jersey
$14K – – –
CAS
1112
Coppell Advisory Solutions
Texas
$14K +$14K +154 New
CASC
1113
Coppell Advisory Solutions Corp
Texas
$14K +$14K +154 New
SCA
1114
Stonebridge Capital Advisors
Minnesota
$13.7K -$2K -22 -13%
MCA
1115
Maryland Capital Advisors
Maryland
$13.6K -$5.99K -66 -31%
ANBT
1116
American National Bank & Trust
Texas
$13K – – –
SC
1117
Sawyer & Company
Massachusetts
$13K – – –
BC
1118
Belmont Capital
California
$13K – – –
BCMLT
1119
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.9K – – –
MCM
1120
Manchester Capital Management
Vermont
$12.9K +$5.72K +63 +80%
EBA
1121
Eagle Bay Advisors
New York
$12.3K -$72.6K -800 -85%
PPWM
1122
PFG Private Wealth Management
Florida
$12K +$2.7K +29 +29%
TFGT
1123
TS Financial Group (TSFG)
Illinois
$12K +$3.09K +35 +35%
HB
1124
Horizon Bancorp
Indiana
$12K +$12K +135 New
QC
1125
Quent Capital
New York
$11.9K – – –
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45
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