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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
+$227M
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
+$50.5M
4
Morgan Stanley
Morgan Stanley
New York
+$34.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$21.7M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$361M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
3
Boston Partners
Boston Partners
Massachusetts
-$158M
4
Bank of America
Bank of America
North Carolina
-$76.9M
5
Goldman Sachs
Goldman Sachs
New York
-$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
176
Rathbones Group
United Kingdom
$6.02M -$1.39M -15,276 -19%
PA
177
Pinnacle Associates
New York
$5.86M +$49K +540 +0.8%
AI
178
Atria Investments
North Carolina
$5.78M -$276K -3,039 -5%
PGFC
179
Peapack-Gladstone Financial Corp
New Jersey
$5.76M -$176K -1,935 -3%
DP
180
Dearborn Partners
Illinois
$5.72M -$38.9K -429 -0.7%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$5.68M -$236K -2,597 -4%
TCOV
182
Trust Company of Vermont
Vermont
$5.66M -$318K -3,507 -5%
CAN
183
Cetera Advisor Networks
California
$5.62M +$2.29M +25,192 +68%
OCM
184
Osterweis Capital Management
California
$5.52M +$81.8K +902 +2%
FA
185
FDx Advisors
Illinois
$5.24M -$84.9K -936 -2%
FT
186
Fiduciary Trust
Massachusetts
$5.18M -$120K -1,319 -2%
GCM
187
Garland Capital Management
Washington
$5.16M +$203K +2,235 +4%
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$5.11M -$8.98K -99 -0.2%
NCM
189
Narwhal Capital Management
Georgia
$5.01M -$8.17K -90 -0.2%
PAI
190
Pittenger & Anderson Inc
Nebraska
$4.91M +$544K +6,000 +12%
Jones Financial Companies
191
Jones Financial Companies
Missouri
$4.89M -$400K -4,405 -8%
PSC
192
Prentiss Smith & Co
Vermont
$4.83M -$61.1K -673 -1%
BWP
193
Baldwin Wealth Partners
Massachusetts
$4.76M +$4.62M +50,894 +3,153%
Mirae Asset Global Investments
194
Mirae Asset Global Investments
South Korea
$4.65M -$955K -10,531 -17%
CWG
195
Cornerstone Wealth Group
North Carolina
$4.64M +$74.9K +826 +2%
ZCA
196
Zeke Capital Advisors
Pennsylvania
$4.56M -$850K -9,374 -16%
MVIP
197
Mar Vista Investment Partners
California
$4.54M +$275K +3,030 +6%
ERSOT
198
Employees Retirement System of Texas
Texas
$4.53M +$1.35M +14,864 +42%
VAS
199
Vestmark Advisory Solutions
Massachusetts
$4.51M -$44.5K -490 -1%
WLPWM
200
Walled Lake Planning & Wealth Management
Illinois
$4.47M -$20K -220 -0.4%
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