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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.

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
1
Arrowstreet Capital
Massachusetts
$374M
2
MSE
2
MUFG Securities EMEA
United Kingdom
$55.1M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$56.2M
4
HPG
4
Harvest Portfolios Group
Ontario, Canada
$46.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$589M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$993M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$357M
3
Boston Partners
3
Boston Partners
Massachusetts
$2.73M
4
Bank of America
4
Bank of America
North Carolina
$578M
5
Goldman Sachs
5
Goldman Sachs
New York
$170M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$1.88B 20,751,372 -297,285 -1%
Primecap Management
2
Primecap Management
California
$1.56B 17,194,880 -258,270 -1%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$993M 10,945,998 -3,983,754 -27%
Franklin Resources
4
Franklin Resources
California
$608M 6,702,293 -497,386 -7%
Morgan Stanley
5
Morgan Stanley
New York
$589M 6,488,196 +377,693 +6%
Bank of America
6
Bank of America
North Carolina
$578M 6,369,378 -847,796 -12%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$440M 4,854,407 -233,195 -5%
Charles Schwab
8
Charles Schwab
California
$389M 4,568,714 +41,253 +0.9%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$374M 4,127,082 +2,498,355 +153%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$357M 3,933,293 -2,745,247 -41%
AWA
11
Arete Wealth Advisors
Illinois
$324M 3,576 -174 -5%
Renaissance Technologies
12
Renaissance Technologies
New York
$310M 3,420,970 +239,100 +8%
CCM
13
Cullen Capital Management
New York
$253M 2,787,713 -679,560 -20%
Northern Trust
14
Northern Trust
Illinois
$230M 2,533,740 -93,383 -4%
Principal Financial Group
15
Principal Financial Group
Iowa
$224M 2,466,037 +7,806 +0.3%
Wells Fargo
16
Wells Fargo
California
$195M 2,147,916 -169,269 -7%
UBS Group
17
UBS Group
Switzerland
$189M 2,084,493 -258,530 -11%
State Street
18
State Street
Massachusetts
$171M 1,888,357 -38,920 -2%
Goldman Sachs
19
Goldman Sachs
New York
$170M 1,876,503 -808,960 -30%
MNG
20
Manning & Napier Group
New York
$159M 1,758,099 -32,591 -2%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$146M 1,606,500 -729,300 -31%
SI
22
Scharf Investments
California
$143M 1,575,293 +159,673 +11%
BlackRock
23
BlackRock
New York
$139M 1,532,138 +140,569 +10%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$125M 1,376,081 +13,487 +1%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$116M 1,282,757 -152,994 -11%
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