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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
USCWA
126
U.S. Capital Wealth Advisors
Texas
$8.65M +$122K +1,605 +1%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$8.55M +$2.63M +34,590 +44%
GG
128
Greenwood Gearhart
Arkansas
$8.53M +$252K +3,319 +3%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$8.42M +$1.13M +14,877 +16%
TBA
130
Tower Bridge Advisors
Pennsylvania
$8.41M -$227K -2,993 -3%
TTWM
131
TCV Trust & Wealth Management
Virginia
$8.28M +$334K +4,389 +4%
ECM
132
ExodusPoint Capital Management
New York
$8.27M +$7.81M +102,783 +1,722%
ISL
133
Ingalls & Snyder LLC
New York
$8.17M -$70.8K -932 -0.9%
BG
134
Bahl & Gaynor
Ohio
$8.12M -$578K -7,610 -7%
NW
135
NewEdge Wealth
Pennsylvania
$8.06M +$700K +9,209 +10%
FVWA
136
Foster Victor Wealth Advisors
South Carolina
$8.05M +$685K +9,008 +9%
PMG
137
ProVise Management Group
Florida
$8M +$637K +8,377 +9%
CSIC
138
Clifford Swan Investment Counsel
California
$7.88M -$370K -4,862 -4%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$7.71M +$406K +5,341 +6%
TBC
140
Tweedy, Browne Co
Connecticut
$7.66M +$173K +2,279 +2%
William Blair & Company
141
William Blair & Company
Illinois
$7.51M -$7.6K -100 -0.1%
FWIA
142
Fort Washington Investment Advisors
Ohio
$7.46M -$191K -2,514 -2%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$7.36M +$170K +2,239 +2%
JFL
144
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.16M -$955K -12,562 -12%
AAIM
145
American Assets Investment Management
California
$7.12M – – –
GF
146
Gabelli Funds
New York
$6.8M – – –
Baird Financial Group
147
Baird Financial Group
Wisconsin
$6.78M -$448K -5,893 -6%
ZAM
148
Zevin Asset Management
Massachusetts
$6.76M +$959K +12,620 +17%
IHL
149
Investment House LLC
California
$6.71M +$193K +2,543 +3%
WF
150
Welch & Forbes
Massachusetts
$6.7M -$151K -1,986 -2%
4 5
6
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