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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 %
OMC
151
Old Mission Capital
Illinois
$7.94M +$1.21M +13,320 +18%
Comerica Bank
152
Comerica Bank
Texas
$7.79M -$82.8K -896 -1%
JFL
153
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.74M -$808K -8,906 -9%
IHL
154
Investment House LLC
California
$7.69M -$318K -3,510 -4%
MGIA
155
Matthew Goff Investment Advisor
Texas
$7.48M +$55.9K +616 +0.8%
MCM
156
Mengis Capital Management
Oregon
$7.46M -$42.6K -470 -0.6%
CCM
157
Cohen Capital Management
California
$7.3M – – –
FPTW
158
Franklin, Parlapiano, Turner & Welch
Texas
$7.28M +$42.9K +473 +0.6%
New York State Common Retirement Fund
159
New York State Common Retirement Fund
New York
$7.28M +$80.6K +889 +1%
WF
160
Welch & Forbes
Massachusetts
$7.24M -$754K -8,316 -9%
MML Investors Services
161
MML Investors Services
Massachusetts
$7.11M +$166K +1,827 +2%
MJP
162
Michael J. Puzo
$7.06M +$6.8K +75 +0.1%
Cerity Partners
163
Cerity Partners
New York
$6.98M +$2.9M +28,376 +71%
LOPW
164
Live Oak Private Wealth
North Carolina
$6.85M +$81.7K +901 +1%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$6.63M +$6.63M +73,350 New
Baird Financial Group
166
Baird Financial Group
Wisconsin
$6.62M -$1.48M -16,278 -18%
TG
167
TCW Group
California
$6.55M +$2K +22 +0%
EVM
168
Evelyn V. Moreno
$6.5M +$3M +33,043 +86%
BBHC
169
Brown Brothers Harriman & Co
New York
$6.44M -$234K -2,578 -4%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$6.2M -$4M -44,137 -39%
CNB
171
Camden National Bank
Maine
$6.19M -$23.7K -261 -0.4%
TCCM
172
Timber Creek Capital Management
Massachusetts
$6.18M -$49.5K -546 -0.8%
RWM
173
Ritholtz Wealth Management
New York
$6.12M +$4.32M +47,603 +240%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$6.11M +$12.1K +133 +0.2%
ACM
175
Altrius Capital Management
North Carolina
$6.1M +$195K +2,147 +3%
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