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Novartis
NVS

Overview Fund Activity

1,140 hedge funds and large institutions have $16.9B invested in Novartis in 2022 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 348 increasing their positions, 446 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
19.28%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
89
Increased
348
Reduced
446
Closed
75
Calls
$322M
Puts
$215M
Net Calls
+$107M
Net Calls Change
-$11.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$541M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$510M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$389M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56M
5
Capital World Investors
Capital World Investors
California
$80.2M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$1.91B
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.31B
3
Lazard Asset Management
Lazard Asset Management
New York
$978K
4
Ameriprise
Ameriprise
Minnesota
$60.1M
5
UBS Group
UBS Group
Switzerland
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
226
Pittenger & Anderson Inc
Nebraska
$3.56M +$495K +5,860 +16%
GT
227
Glenmede Trust
Pennsylvania
$3.55M -$77.2K -914 -2%
KeyBank National Association
228
KeyBank National Association
Ohio
$3.54M -$178K -2,103 -5%
T. Rowe Price Associates
229
T. Rowe Price Associates
Maryland
$3.5M +$159K +1,881 +5%
HKIM
230
Hayek Kallen Investment Management
Alabama
$3.47M -$76.1K -900 -2%
SS
231
Simplicity Solutions
Minnesota
$3.42M +$687K +8,132 +25%
YCM
232
Yousif Capital Management
Michigan
$3.41M +$202K +2,385 +6%
BFS
233
Bradley Foster & Sargent
Connecticut
$3.41M -$125K -1,475 -4%
NA
234
NewEdge Advisors
Louisiana
$3.38M +$143K +1,694 +4%
FHB
235
First Hawaiian Bank
Hawaii
$3.34M -$631K -7,463 -16%
Cerity Partners
236
Cerity Partners
New York
$3.27M +$1.25M +14,764 +62%
GW
237
GW & Wade
Massachusetts
$3.24M +$2.13M +25,166 +192%
CCB
238
Country Club Bank
Missouri
$3.23M -$525K -6,196 -14%
KAS
239
Kestra Advisory Services
Texas
$3.22M +$359K +4,247 +13%
FBC
240
Fairfield, Bush & Co
Connecticut
$3.14M -$379K -4,478 -11%
FCH
241
Freestone Capital Holdings
Washington
$3.11M -$3.91M -46,229 -56%
ATC
242
Argent Trust Co
Tennessee
$3.08M -$13.2K -156 -0.4%
GMA
243
Glassy Mountain Advisors
Maryland
$3.06M -$85 -1 -0%
NPT
244
Nixon Peabody Trust
Massachusetts
$3.02M -$851K -10,070 -22%
WA
245
WealthTrust Axiom
Pennsylvania
$2.99M -$27.9K -330 -0.9%
PAM
246
Private Asset Management
California
$2.99M -$15.1K -179 -0.5%
VAS
247
Vestmark Advisory Solutions
Massachusetts
$2.96M -$142K -1,676 -5%
CTA
248
Chesley Taft & Associates
Illinois
$2.93M -$67.6K -800 -2%
OC
249
Oppenheimer & Co
New York
$2.93M -$118K -1,393 -4%
LCM
250
Logan Capital Management
Pennsylvania
$2.92M +$379K +4,482 +15%
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