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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 %
Comerica Bank
151
Comerica Bank
Texas
$6.62M -$33.4K -430 -0.5%
MCM
152
Mengis Capital Management
Oregon
$6.29M -$238K -3,133 -4%
MGIA
153
Matthew Goff Investment Advisor
Texas
$6.22M +$135K +1,774 +2%
RG
154
Rathbones Group
United Kingdom
$6.21M -$165K -2,165 -3%
CCM
155
Cohen Capital Management
California
$6.12M -$114K -1,500 -2%
FPTW
156
Franklin, Parlapiano, Turner & Welch
Texas
$6.06M +$72.6K +955 +1%
New York State Common Retirement Fund
157
New York State Common Retirement Fund
New York
$6.03M – – –
MJP
158
Michael J. Puzo
$5.91M -$514K -6,760 -8%
MML Investors Services
159
MML Investors Services
Massachusetts
$5.82M +$79.2K +1,042 +1%
LOPW
160
Live Oak Private Wealth
North Carolina
$5.67M +$68.3K +899 +1%
OMC
161
Old Mission Capital
Illinois
$5.64M -$3.44M -45,201 -38%
BBHC
162
Brown Brothers Harriman & Co
New York
$5.59M -$768K -10,102 -12%
KAS
163
Kestra Advisory Services
Texas
$5.51M +$2.62M +34,499 +91%
TG
164
TCW Group
California
$5.49M +$9.12K +120 +0.2%
EI
165
Ethic Inc
New York
$5.34M -$883K -11,612 -14%
TCCM
166
Timber Creek Capital Management
Massachusetts
$5.22M -$65.1K -856 -1%
CNB
167
Camden National Bank
Maine
$5.2M +$23.4K +308 +0.5%
LIP
168
Liontrust Investment Partners
United Kingdom
$5.12M -$4.1M -53,990 -44%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$5.11M -$508K -6,679 -9%
AI
170
Atria Investments
North Carolina
$5.07M -$278K -3,660 -5%
TCOV
171
Trust Company of Vermont
Vermont
$5.01M -$99.3K -1,307 -2%
PGFC
172
Peapack-Gladstone Financial Corp
New Jersey
$4.97M +$218K +2,866 +5%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$4.95M -$298K -3,923 -6%
ACM
174
Altrius Capital Management
North Carolina
$4.95M +$1.22M +16,108 +33%
PA
175
Pinnacle Associates
New York
$4.87M -$127K -1,665 -3%
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