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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SBH
101
Segall Bryant & Hamill
Illinois
$13.5M 177,453 -3,095 -2%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$13.3M 94,603 +53,220 +129%
BS
103
Banco Santander
Spain
$13M 171,079 -187 -0.1%
Citigroup
104
Citigroup
New York
$12.8M 168,131 +1,420 +0.9%
NPA
105
Nichols & Pratt Advisers
Massachusetts
$12.7M 167,476 -94,695 -36%
FFIC
106
First Fiduciary Investment Counsel
Ohio
$12.2M 160,779 -886 -0.5%
Federated Hermes
107
Federated Hermes
Pennsylvania
$12.2M 159,877 +16,398 +11%
KFS
108
Kurt F. Somerville
$11.7M 153,900 -1,155 -0.7%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.2M 147,047 -18,044 -11%
GJIC
110
Gamble Jones Investment Counsel
California
$11.1M 145,389 +674 +0.5%
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$10.9M 144,199 +6,990 +5%
GC
112
Grimes & Company
Massachusetts
$10.8M 142,646 +1,341 +0.9%
EIA
113
Edgemoor Investment Advisors
Maryland
$10.8M 141,501 -1,910 -1%
RCYC
114
Richard C. Young & Co
Rhode Island
$10.7M 141,158 -972 -0.7%
Citadel Advisors
115
Citadel Advisors
Florida
$10.7M 140,173 +77,778 +125%
RMCM
116
Reynders McVeigh Capital Management
Massachusetts
$10.6M 139,608 +2,387 +2%
Osaic Holdings
117
Osaic Holdings
Arizona
$10.6M 139,219 +476 +0.3%
GD
118
Grandfield & Dodd
New York
$10.6M 139,203 +1,734 +1%
GIA
119
Guyasuta Investment Advisors
Pennsylvania
$10.4M 137,308 +1,194 +0.9%
TCM
120
Tekla Capital Management
Massachusetts
$10.4M 136,225 – –
WIC
121
Wilkins Investment Counsel
Massachusetts
$10.2M 133,785 +838 +0.6%
CIBC World Market
122
CIBC World Market
Ontario, Canada
$10M 131,524 -3,852 -3%
UCFA
123
United Capital Financial Advisors
Texas
$9.75M 128,266 +85,625 +201%
EPAM
124
Euro Pacific Asset Management
Puerto Rico
$9.42M 123,542 -330 -0.3%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$8.77M 115,388 -70,151 -38%
3 4
5
6 7