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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.

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
1
Arrowstreet Capital
Massachusetts
$374M
2
MSE
2
MUFG Securities EMEA
United Kingdom
$55.1M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$56.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$589M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$310M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$993M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$357M
3
Boston Partners
3
Boston Partners
Massachusetts
$2.73M
4
Bank of America
4
Bank of America
North Carolina
$578M
5
Goldman Sachs
5
Goldman Sachs
New York
$170M
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
101
Corda Investment Management
Texas
$15.1M 166,969 -15,527 -9%
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$15.1M 166,441 -20,411 -11%
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$15M 165,124 +49,736 +43%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$14.6M 159,440 -65,151 -29%
FFIC
105
First Fiduciary Investment Counsel
Ohio
$14.4M 158,397 -2,382 -1%
SBH
106
Segall Bryant & Hamill
Illinois
$14.3M 158,119 -19,334 -11%
NPA
107
Nichols & Pratt Advisers
Massachusetts
$14.3M 157,768 -9,708 -6%
GD
108
Grandfield & Dodd
New York
$13.8M 152,063 +12,860 +9%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$13.2M 145,221 +1,022 +0.7%
KFS
110
Kurt F. Somerville
$13M 143,605 -10,295 -7%
GJIC
111
Gamble Jones Investment Counsel
California
$13M 143,327 -2,062 -1%
GC
112
Grimes & Company
Massachusetts
$12.9M 142,691 +45 +0%
EIA
113
Edgemoor Investment Advisors
Maryland
$12.8M 141,146 -355 -0.3%
RCYC
114
Richard C. Young & Co
Rhode Island
$12.8M 140,766 -392 -0.3%
RMCM
115
Reynders McVeigh Capital Management
Massachusetts
$12.8M 140,755 +1,147 +0.8%
BS
116
Banco Santander
Spain
$12.7M 140,179 -30,900 -18%
GIA
117
Guyasuta Investment Advisors
Pennsylvania
$12.4M 137,194 -114 -0.1%
Federated Hermes
118
Federated Hermes
Pennsylvania
$12.4M 136,519 -23,358 -15%
TCM
119
Tekla Capital Management
Massachusetts
$12.4M 136,225 – –
Osaic Holdings
120
Osaic Holdings
Arizona
$12.3M 135,789 -3,430 -2%
WIC
121
Wilkins Investment Counsel
Massachusetts
$12.2M 134,960 +1,175 +0.9%
CIBC World Market
122
CIBC World Market
Ontario, Canada
$11.9M 131,578 +54 +0%
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$11.8M 129,928 +65,943 +103%
UCFA
124
United Capital Financial Advisors
Texas
$11.6M 127,382 -884 -0.7%
EPAM
125
Euro Pacific Asset Management
Puerto Rico
$11.3M 123,871 +329 +0.3%
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5
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