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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 %
CP
1151
Castleview Partners
Texas
$6.99K -$9.07K -100 -56%
TAM
1152
Tucker Asset Management
Colorado
$6.69K – – –
LS
1153
Leelyn Smith
Illinois
$6.62K – – –
SC
1154
Solstein Capital
California
$6.53K -$1.09K -12 -14%
LTI
1155
Laffer Tengler Investments
Tennessee
$6.44K – – –
HWM
1156
HighMark Wealth Management
Minnesota
$6.44K – – –
MWM
1157
Mascoma Wealth Management
New Hampshire
$6.08K – – –
TAIM
1158
TD Ameritrade Investment Management
Nebraska
$6K -$8.32K -86 -58%
RWPA
1159
Richard W. Paul & Associates
Michigan
$5.9K +$5.9K +65 New
TFM
1160
TFC Financial Management
Massachusetts
$5.72K -$13.2K -146 -70%
LFA
1161
Legend Financial Advisors
Pennsylvania
$5.53K – – –
CB
1162
Centennial Bank
Arkansas
$4.81K +$4.81K +53 New
GJIA
1163
Glass Jacobson Investment Advisors
Maryland
$4.63K +$4.63K +51 New
RCM
1164
Raleigh Capital Management
North Carolina
$4.54K -$3.72K -41 -45%
BIA
1165
Bell Investment Advisors
California
$3.45K -$2.27K -25 -40%
CCM
1166
Cribstone Capital Management
Maine
$3.45K – – –
OIS
1167
Okabena Investment Services
Minnesota
$3.08K +$3.08K +34 New
NC
1168
NewSquare Capital
Pennsylvania
$2.27K – – –
DAM
1169
Delta Asset Management
Tennessee
$2.27K +$2.27K +25 New
AIC
1170
Archer Investment Corporation
Indiana
$2.18K – – –
RWM
1171
Ruedi Wealth Management
Illinois
$2.09K +$2.09K +23 New
Nisa Investment Advisors
1172
Nisa Investment Advisors
Missouri
$2K – – –
TCOT
1173
Trust Company of Toledo
Ohio
$1.99K -$13 -144 -0.7%
VCM
1174
Versant Capital Management
Arizona
$1.36K – – –
C
1175
Covestor
United Kingdom
$1K – – –
45 46
47
48 49