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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 %
EGM
1201
Engineers Gate Manager
New York
– -$405K -5,328 Closed
IAA
1202
Independent Advisor Alliance
North Carolina
– -$370K -4,863 Closed
CA
1203
Claro Advisors
Massachusetts
– -$397K -4,695 Closed
BAM
1204
Blueshift Asset Management
New Jersey
– -$347K -4,565 Closed
XT
1205
XTX Topco
Cayman Islands
– -$296K -3,899 Closed
DTL
1206
Dynamic Technology Lab
Singapore
– -$274K -3,600 Closed
GVAG
1207
Great Valley Advisor Group
Delaware
– -$272K -3,576 Closed
CFA
1208
Capstone Financial Advisors
Illinois
– -$264K -3,479 Closed
JA
1209
JVL Associates
Michigan
– -$251K -3,300 Closed
WWM
1210
Western Wealth Management
Colorado
– -$244K -3,229 Closed
HIC
1211
Hartline Investment Corp
Illinois
– -$244K -3,205 Closed
Fiera Capital (Canada)
1212
Fiera Capital (Canada)
Quebec, Canada
– -$232K -3,050 Closed
CBA
1213
Coastal Bridge Advisors
Connecticut
– -$216K -2,838 Closed
EW
1214
Evoke Wealth
California
– -$211K -2,782 Closed
SG Americas Securities
1215
SG Americas Securities
New York
– -$147K -1,933 Closed
EIP
1216
Ellis Investment Partners
Pennsylvania
– -$144K -1,895 Closed
HR
1217
Howe & Rusling
New York
– -$132K -1,731 Closed
TIM
1218
Tevis Investment Management
Texas
– -$105K -1,391 Closed
HI
1219
Hudock Inc
Pennsylvania
– -$85K -1,126 Closed
IAMOG
1220
Investors Asset Management of Georgia
Georgia
– -$82K -1,085 Closed
SFO
1221
Standard Family Office
South Dakota
– -$32K -425 Closed
MAM
1222
Meeder Asset Management
Ohio
– -$22K -292 Closed
VWM
1223
Valley Wealth Managers
New Jersey
– -$20K -260 Closed
WWP
1224
WR Wealth Planners
Missouri
– -$16.6K -219 Closed
ODG
1225
O'Dell Group
Ohio
– -$11K -150 Closed
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