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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 %
WT
201
Whittier Trust
California
$4.43M -$219K -2,411 -5%
SS
202
Simplicity Solutions
Minnesota
$4.4M -$173K -1,903 -4%
KAS
203
Kestra Advisory Services
Texas
$4.35M -$2.23M -24,585 -34%
BFG
204
Bleakley Financial Group
New Jersey
$4.34M +$4.34M +47,847 New
CAM
205
Carret Asset Management
New York
$4.27M -$59.6K -657 -1%
PP
206
Patten & Patten
Tennessee
$4.23M -$304K -3,356 -7%
GCA
207
Guardian Capital Advisors
Ontario, Canada
$4.16M -$53K -585 -1%
PFO
208
Pathstone Family Office
New Jersey
$4.14M +$387K +4,809 +10%
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$4.1M -$117K -1,288 -3%
AOI
210
Auto-Owners Insurance
Michigan
$4.1M +$4.1M +45,143 New
Grantham, Mayo, Van Otterloo & Co (GMO)
211
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.08M +$4.08M +45,000 New
LNWWM
212
Laird Norton Wetherby Wealth Management
California
$4.07M +$252K +2,780 +7%
YDMI
213
Y.D. More Investments
Israel
$4.01M +$4.01M +43,806 New
PHS
214
Pekin Hardy Strauss
Illinois
$3.97M -$47.3K -521 -1%
NME
215
Notis-McConarty Edward
$3.96M -$1.36K -15 -0%
AIA
216
Avalon Investment & Advisory
Texas
$3.95M -$232K -2,556 -6%
WIC
217
Woodmont Investment Counsel
Tennessee
$3.93M -$15.2K -167 -0.4%
BIC
218
Beach Investment Counsel
Pennsylvania
$3.9M -$82.6K -910 -2%
KeyBank National Association
219
KeyBank National Association
Ohio
$3.85M -$111K -1,226 -3%
SC
220
Scotia Capital
Ontario, Canada
$3.83M +$62.6K +690 +2%
Citadel Advisors
221
Citadel Advisors
Florida
$3.79M -$8.93M -98,408 -70%
CCMINC
222
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.77M -$26.9K -297 -0.7%
OCAM
223
Onex Canada Asset Management
Ontario, Canada
$3.73M +$6.71K +74 +0.2%
SAM
224
Smithbridge Asset Management
Pennsylvania
$3.69M -$501K -5,524 -12%
CCA
225
Catalyst Capital Advisors
New York
$3.68M -$181K -2,000 -5%
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