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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 %
GG
126
Greenwood Gearhart
Arkansas
$10.5M +$291K +3,211 +3%
FVWA
127
Foster Victor Wealth Advisors
South Carolina
$10.4M +$682K +7,386 +7%
PMG
128
ProVise Management Group
Florida
$10.3M +$704K +7,756 +7%
NW
129
NewEdge Wealth
Pennsylvania
$10.2M +$606K +6,682 +6%
Simplex Trading
130
Simplex Trading
Illinois
$10.1M +$4.55M +50,141 +82%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$9.98M -$67.5K -744 -0.7%
TTWM
132
TCV Trust & Wealth Management
Virginia
$9.92M +$35.1K +387 +0.4%
TBA
133
Tower Bridge Advisors
Pennsylvania
$9.81M -$230K -2,530 -2%
BG
134
Bahl & Gaynor
Ohio
$9.75M +$63.3K +698 +0.7%
ISL
135
Ingalls & Snyder LLC
New York
$9.58M -$171K -1,880 -2%
Russell Investments Group
136
Russell Investments Group
United Kingdom
$9.5M +$7.21M +79,517 +315%
EI
137
Ethic Inc
New York
$9.42M +$3.04M +33,521 +48%
CSIC
138
Clifford Swan Investment Counsel
California
$9.24M -$160K -1,767 -2%
TBC
139
Tweedy, Browne Co
Connecticut
$8.97M -$164K -1,803 -2%
FWIA
140
Fort Washington Investment Advisors
Ohio
$8.85M -$47.4K -522 -0.5%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$8.84M -$361K -3,976 -4%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$8.73M -$47.8K -527 -0.5%
USCWA
143
U.S. Capital Wealth Advisors
Texas
$8.59M -$1.74M -19,163 -17%
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.57M -$4.77M -52,580 -36%
T. Rowe Price Associates
145
T. Rowe Price Associates
Maryland
$8.51M -$70.2K -774 -0.8%
AAIM
146
American Assets Investment Management
California
$8.49M – – –
William Blair & Company
147
William Blair & Company
Illinois
$8.23M -$738K -8,130 -8%
ZAM
148
Zevin Asset Management
Massachusetts
$8.16M +$85K +937 +1%
GF
149
Gabelli Funds
New York
$8.12M – – –
CGA
150
Compound Global Advisors
Washington
$7.98M +$7.98M +88,000 New
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