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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 %
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$4.86M -$190K -2,497 -4%
Connor, Clark & Lunn Investment Management (CC&L)
177
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.85M +$1.17M +15,339 +32%
SSA
178
Schonfeld Strategic Advisors
New York
$4.84M +$4.84M +63,688 New
DP
179
Dearborn Partners
Illinois
$4.83M -$912 -12 -0%
Mirae Asset Global Investments
180
Mirae Asset Global Investments
South Korea
$4.7M -$5.26M -69,171 -53%
Simplex Trading
181
Simplex Trading
Illinois
$4.63M +$2.75M +36,194 +146%
Capital World Investors
182
Capital World Investors
California
$4.63M -$68M -888,490 -94%
OCM
183
Osterweis Capital Management
California
$4.56M -$34.6K -455 -0.8%
ZCA
184
Zeke Capital Advisors
Pennsylvania
$4.53M -$2.13K -28 -0%
FA
185
FDx Advisors
Illinois
$4.46M -$447K -5,878 -9%
FT
186
Fiduciary Trust
Massachusetts
$4.44M +$43.3K +569 +1%
Jones Financial Companies
187
Jones Financial Companies
Missouri
$4.43M -$842K -11,073 -16%
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$4.29M -$62.6K -823 -1%
ACM
189
Aquatic Capital Management
Illinois
$4.29M +$3.69M +48,600 +623%
NCM
190
Narwhal Capital Management
Georgia
$4.21M – – –
GCM
191
Garland Capital Management
Washington
$4.16M +$425K +5,590 +11%
PSC
192
Prentiss Smith & Co
Vermont
$4.1M -$14.9K -196 -0.4%
CSS
193
Cubist Systematic Strategies
Connecticut
$4.1M -$725K -9,538 -15%
AAM
194
Azzad Asset Management
Virginia
$4.04M +$341K +4,300 +9%
FC
195
FORA Capital
Florida
$4M +$2.11M +27,818 +112%
EHC
196
Everett Harris & Co
California
$3.96M -$964K -12,683 -20%
PPW
197
Parcion Private Wealth
Washington
$3.92M +$70.6K +930 +2%
ARMC
198
American Research & Management Company
Massachusetts
$3.9M -$23.7K -312 -0.6%
WT
199
Whittier Trust
California
$3.89M +$219K +2,879 +6%
SS
200
Simplicity Solutions
Minnesota
$3.83M +$758K +9,975 +25%
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