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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 %
BF
251
BOK Financial
Oklahoma
$3.12M -$489K -5,577 -14%
PAM
252
Private Asset Management
California
$3.12M -$302K -3,443 -9%
PSUF
253
People's United Financial
Connecticut
$3.08M -$118K -1,341 -4%
SL
254
Summitry LLC
California
$3.06M -$67.3K -767 -2%
CAM
255
Cubic Asset Management
Massachusetts
$2.98M -$8.78K -100 -0.3%
KAS
256
Kestra Advisory Services
Texas
$2.97M -$2.6M -29,630 -47%
DC
257
Davenport & Co
Virginia
$2.94M +$38K +433 +1%
DSA
258
Davis Selected Advisers
Arizona
$2.87M -$911K -10,379 -24%
SC
259
Siena Capital
Ohio
$2.86M +$652K +7,431 +30%
HTC
260
Haverford Trust Company
Pennsylvania
$2.86M -$882K -10,045 -24%
SS
261
Simplicity Solutions
Minnesota
$2.83M -$1.22M -13,939 -30%
BPA
262
Beacon Pointe Advisors
California
$2.83M +$1.72M +19,561 +154%
PA
263
Perennial Advisors
New York
$2.82M -$5.53K -63 -0.2%
BFG
264
Beacon Financial Group
Texas
$2.81M +$130K +1,466 +5%
WHG
265
Westwood Holdings Group
Texas
$2.79M -$248K -2,822 -8%
FGP
266
Foyston, Gordon, & Payne
Ontario, Canada
$2.78M +$3.07K +35 +0.1%
AAM
267
Azzad Asset Management
Virginia
$2.72M +$91.7K +1,045 +3%
MC
268
Moors & Cabot
Massachusetts
$2.72M +$49.4K +563 +2%
NIM
269
Northeast Investment Management
Massachusetts
$2.7M -$27.3K -311 -1%
WTC
270
WhitTier Trust Company
Nevada
$2.69M – – –
EGA
271
Eagle Global Advisors
Texas
$2.66M +$12.5K +142 +0.5%
IIM
272
Ipswich Investment Management
Massachusetts
$2.64M +$140K +1,600 +6%
CFB
273
Cullen/Frost Bankers
Texas
$2.63M -$119K -1,355 -4%
LCM
274
Logan Capital Management
Pennsylvania
$2.63M +$160K +1,822 +6%
AUB
275
Atlantic Union Bankshares
Virginia
$2.63M -$384K -4,380 -13%
9 10
11
12 13