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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$1.6B 21,048,657 -1,504,112 -7%
Primecap Management
2
Primecap Management
California
$1.33B 17,453,150 -150,930 -0.9%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$1.13B 14,929,752 -555,468 -4%
Bank of America
4
Bank of America
North Carolina
$549M 7,217,174 -207,077 -3%
Franklin Resources
5
Franklin Resources
California
$547M 7,199,679 -288,495 -4%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$508M 6,678,540 +3,489,256 +109%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$494M 6,503,191 +465,677 +8%
Morgan Stanley
8
Morgan Stanley
New York
$464M 6,110,503 -288,283 -5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$387M 5,087,602 +482,080 +10%
Charles Schwab
10
Charles Schwab
California
$344M 4,527,461 +83,210 +2%
CCM
11
Cullen Capital Management
New York
$264M 3,467,273 +103,941 +3%
Renaissance Technologies
12
Renaissance Technologies
New York
$242M 3,181,870 -601,500 -16%
Goldman Sachs
13
Goldman Sachs
New York
$204M 2,685,463 +50,131 +2%
Northern Trust
14
Northern Trust
Illinois
$200M 2,627,123 -140,671 -5%
Principal Financial Group
15
Principal Financial Group
Iowa
$187M 2,458,231 +189,855 +8%
UBS Group
16
UBS Group
Switzerland
$178M 2,343,023 -263,265 -10%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$178M 2,335,800 -237,400 -9%
Wells Fargo
18
Wells Fargo
California
$176M 2,317,185 -311,335 -12%
State Street
19
State Street
Massachusetts
$146M 1,927,277 -42,628 -2%
MNG
20
Manning & Napier Group
New York
$136M 1,790,690 -12,243 -0.7%
Boston Partners
21
Boston Partners
Massachusetts
$135M 1,772,449 -2,811,869 -61%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$124M 1,628,727 +59,534 +4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$109M 1,435,751 +23,034 +2%
SI
24
Scharf Investments
California
$108M 1,415,620 +93,014 +7%
BlackRock
25
BlackRock
New York
$106M 1,391,569 -153,713 -10%
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