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Novartis
NVS

Overview Fund Activity

1,136 hedge funds and large institutions have $18.2B invested in Novartis in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 413 increasing their positions, 413 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
-7
Holders Change %
-0.61%
% of All Funds
17.98%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
93
Increased
413
Reduced
413
Closed
87
Calls
$347M
Puts
$228M
Net Calls
+$119M
Net Calls Change
-$291M

Top Buyers

1
Sanders Capital
1
Sanders Capital
Florida
$99.7M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$175M
3
Goldman Sachs
3
Goldman Sachs
New York
$244M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$59.6M
5
CCM
5
Cullen Capital Management
New York
$289M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$634M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$42.1M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$0
4
UBS Group
4
UBS Group
Switzerland
$279M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$1.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
226
KeyBank National Association
Ohio
$3.86M -$23.7K -270 -0.6%
NME
227
Notis-McConarty Edward
$3.86M +$7.02K +80 +0.2%
SAM
228
Smithbridge Asset Management
Pennsylvania
$3.81M +$127K +1,449 +3%
GT
229
Glenmede Trust
Pennsylvania
$3.76M -$90K -1,026 -2%
CCA
230
Catalyst Capital Advisors
New York
$3.74M +$219K +2,500 +6%
CCMINC
231
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.7M +$142K +1,615 +4%
HKIM
232
Hayek Kallen Investment Management
Alabama
$3.68M -$76.8K -875 -2%
BFS
233
Bradley Foster & Sargent
Connecticut
$3.67M -$290K -3,309 -7%
FBC
234
Fairfield, Bush & Co
Connecticut
$3.65M +$5.09K +58 +0.1%
UCFA
235
United Capital Financial Advisors
Texas
$3.61M +$25.5K +291 +0.7%
SWK
236
Stephen W. Kidder
$3.53M -$224K -2,553 -6%
SSWM
237
Smith Salley Wealth Management
North Carolina
$3.49M +$82K +934 +2%
T. Rowe Price Associates
238
T. Rowe Price Associates
Maryland
$3.47M +$464K +5,293 +15%
RFC
239
Regions Financial Corp
Alabama
$3.37M +$99.4K +1,133 +3%
NA
240
NewEdge Advisors
Louisiana
$3.36M +$83.6K +953 +3%
YCM
241
Yousif Capital Management
Michigan
$3.33M – – –
CTA
242
Chesley Taft & Associates
Illinois
$3.29M -$182K -1,960 -5%
CSS
243
Cubist Systematic Strategies
Connecticut
$3.27M -$9M -102,529 -73%
VAS
244
Vestmark Advisory Solutions
Massachusetts
$3.22M +$488K +5,558 +18%
ATC
245
Argent Trust Co
Tennessee
$3.21M -$22.2K -253 -0.7%
PAI
246
Pittenger & Anderson Inc
Nebraska
$3.18M +$583K +6,640 +22%
BCB
247
Brian C. Broderick
$3.18M -$427K -4,867 -12%
GMA
248
Glassy Mountain Advisors
Maryland
$3.18M +$102K +1,163 +3%
OC
249
Oppenheimer & Co
New York
$3.17M +$724K +8,249 +30%
WA
250
WealthTrust Axiom
Pennsylvania
$3.13M -$4.39K -50 -0.1%
8 9
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