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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
$374M
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
$56.2M
4
Morgan Stanley
Morgan Stanley
New York
$589M
5
Renaissance Technologies
Renaissance Technologies
New York
$310M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$993M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$357M
3
Boston Partners
Boston Partners
Massachusetts
$2.73M
4
Bank of America
Bank of America
North Carolina
$578M
5
Goldman Sachs
Goldman Sachs
New York
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
1176
Disciplined Investments
Oklahoma
$907 – – –
HWP
1177
Highline Wealth Partners
California
$544 – – –
BA
1178
Bellwether Advisors
Nebraska
$544 +$544 +6 New
FFL
1179
Financial Freedom LLC
Ohio
$272 +$272 +3 New
BFPW
1180
BOK Financial Private Wealth
Colorado
$91 – – –
CMP
1181
Coston McIsaac & Partners
Maine
$13 +$9 +100 +200%
WIM
1182
Westside Investment Management
California
$2 – – –
ECM
1183
ExodusPoint Capital Management
New York
– -$8.27M -108,751 Closed
LIP
1184
Liontrust Investment Partners
United Kingdom
– -$5.12M -67,394 Closed
SSA
1185
Schonfeld Strategic Advisors
New York
– -$4.84M -63,688 Closed
ACM
1186
Aquatic Capital Management
Illinois
– -$4.29M -56,400 Closed
SL
1187
Summitry LLC
California
– -$2.61M -34,393 Closed
EFS
1188
Econ Financial Services
Pennsylvania
– -$2.3M -30,288 Closed
DSA
1189
Davis Selected Advisers
Arizona
– -$2.2M -28,943 Closed
SGDR
1190
SPX Gestao de Recursos
Brazil
– -$1.9M -25,000 Closed
YIH
1191
Y-Intercept (HK)
Hong Kong
– -$1.43M -18,837 Closed
PI
1192
PEAK6 Investments
Illinois
– -$1.36M -17,868 Closed
NWM
1193
Northcape Wealth Management
New York
– -$882K -11,605 Closed
MA
1194
MUFG Americas
New York
– -$838K -11,028 Closed
KLC
1195
Knowledge Leaders Capital
Colorado
– -$799K -10,517 Closed
FWM
1196
Foresight Wealth Management
Utah
– -$737K -9,696 Closed
SW
1197
SteelPeak Wealth
California
– -$690K -9,072 Closed
MM
1198
MQS Management
New York
– -$682K -8,966 Closed
QT
1199
Quantamental Technologies
New York
– -$523K -6,877 Closed
FIA
1200
FNY Investment Advisers
New York
– -$408K -5,380 Closed
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