NVS icon

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 %
AWM
1126
Axxcess Wealth Management
California
– -$226K -2,679 Closed
LNB
1127
Ledyard National Bank
– -$223K -2,638 Closed
CRC
1128
Curi RMB Capital
Illinois
– -$222K -2,629 Closed
MWA
1129
Meridian Wealth Advisors
Texas
– -$220K -2,601 Closed
CW
1130
CreativeOne Wealth
Kansas
– -$219K -2,596 Closed
MFG
1131
Magnus Financial Group
New York
– -$217K -2,571 Closed
BP
1132
BBR Partners
New York
– -$217K -2,565 Closed
BFC
1133
Blue Fin Capital
Rhode Island
– -$216K -2,564 Closed
P
1134
Palladiem
Pennsylvania
– -$216K -2,553 Closed
NCM
1135
Northside Capital Management
Oregon
– -$215K -2,546 Closed
HFP
1136
Holistic Financial Partners
Indiana
– -$215K -2,544 Closed
ES
1137
Eagle Strategies
New York
– -$215K -2,544 Closed
OWA
1138
Opal Wealth Advisors
New York
– -$214K -2,529 Closed
CL
1139
CPWM LLC
Washington
– -$214K -2,526 Closed
SPWM
1140
Straight Path Wealth Management
Michigan
– -$213K -2,514 Closed
AIIMS
1141
Analyst IMS Investment Management Services
Israel
– -$211K -2,500 Closed
FFS
1142
Founders Financial Securities
Maryland
– -$211K -2,491 Closed
GLA
1143
Good Life Advisors
Pennsylvania
– -$209K -2,473 Closed
SSWM
1144
Sheets Smith Wealth Management
North Carolina
– -$207K -2,450 Closed
VIA
1145
Vident Investment Advisory
Georgia
– -$208K -2,448 Closed
SW
1146
StrongBox Wealth
Missouri
– -$207K -2,446 Closed
BBL
1147
Beck Bode LLC
Massachusetts
– -$206K -2,441 Closed
SIC
1148
Shoker Investment Counsel
Ohio
– -$203K -2,405 Closed
RIA
1149
Regal Investment Advisors
Michigan
– -$203K -2,400 Closed
SXL
1150
Summit X LLC
Missouri
– -$204K -2,396 Closed
44 45
46
47 48