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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 %
MFS
276
Mirabella Financial Services
United Kingdom
$2.46M +$2.46M +29,071 New
DSA
277
Davis Selected Advisers
Arizona
$2.45M -$314K -3,713 -11%
ACM
278
Advisors Capital Management
New Jersey
$2.45M +$164K +1,946 +7%
AUB
279
Atlantic Union Bankshares
Virginia
$2.41M -$117K -1,383 -5%
IIM
280
Ipswich Investment Management
Massachusetts
$2.37M -$174K -2,056 -7%
BTWM
281
Baker Tilly Wealth Management
Wisconsin
$2.36M +$234K +2,763 +11%
MOS
282
MGO One Seven
Ohio
$2.36M -$396K -4,686 -14%
NGA
283
Naples Global Advisors
Florida
$2.35M +$99.4K +1,176 +4%
HNB
284
Huntington National Bank
Ohio
$2.33M -$37.1K -439 -2%
IA
285
Insight Advisors
Pennsylvania
$2.32M +$2.32M +27,245 New
IWC
286
Integrated Wealth Concepts
Massachusetts
$2.29M +$76.5K +905 +3%
SPIA
287
Steward Partners Investment Advisory
New York
$2.29M -$7.1K -84 -0.3%
AW
288
Apricus Wealth
South Carolina
$2.28M +$150K +1,770 +7%
GWM
289
Geneos Wealth Management
Colorado
$2.28M +$30.9K +366 +1%
ABP
290
Arthur B. Page
$2.27M -$81.8K -968 -3%
TAM
291
Tealwood Asset Management
Minnesota
$2.24M +$2.24M +26,543 New
PCM
292
Parsons Capital Management
Rhode Island
$2.22M -$89.9K -1,063 -4%
AllianceBernstein
293
AllianceBernstein
Tennessee
$2.2M -$178K -2,104 -7%
LJHT
294
Laurie J. Hall Trustee
$2.19M – – –
MCP
295
Mirador Capital Partners
California
$2.17M -$7.02K -83 -0.3%
FTDI
296
First Trust Direct Indexing
Massachusetts
$2.17M +$1.18M +13,997 +120%
CGH
297
Crossmark Global Holdings
Texas
$2.16M -$105K -1,240 -5%
AFM
298
Abbot Financial Management
Massachusetts
$2.15M – – –
AWS
299
Atria Wealth Solutions
New York
$2.14M +$744K +8,801 +53%
AP
300
Advisor Partners
California
$2.12M +$176K +2,078 +9%
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