NVS icon

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 %
BTWM
301
Baker Tilly Wealth Management
Wisconsin
$2.21M +$341K +3,888 +18%
STC
302
Sarah T. Connolly
$2.2M +$47K +536 +2%
FFM
303
Forum Financial Management
Illinois
$2.19M -$1.23K -14 -0.1%
ECM
304
EagleClaw Capital Management
Massachusetts
$2.18M -$13.2K -150 -0.6%
CAM
305
Cresset Asset Management
Illinois
$2.17M +$62.5K +712 +3%
CA
306
Clearstead Advisors
Ohio
$2.14M – – –
TCOT
307
Trust Company of Toledo
Ohio
$2.12M -$5.7K -65 -0.3%
CCM
308
Cox Capital Management
Massachusetts
$2.1M +$1.23K +14 +0.1%
NED
309
Nancy E. Dempze
$2.1M -$149K -1,693 -7%
SCA
310
Snowden Capital Advisors
New York
$2.08M +$1.78M +20,307 +604%
CIA
311
Cascade Investment Advisors
Oregon
$2.04M -$19.6K -223 -1%
S
312
SignatureFD
Georgia
$2.02M +$303K +3,455 +18%
AP
313
Advisor Partners
California
$2.02M +$257K +2,933 +15%
PCA
314
Providence Capital Advisors
North Carolina
$1.99M +$160K +1,835 +9%
TCM
315
Telos Capital Management
California
$1.97M -$19.3K -220 -1%
KBG
316
Kahn Brothers Group
New York
$1.96M – – –
AAM
317
Advisors Asset Management
Colorado
$1.96M -$108K -1,231 -5%
CB
318
Commerce Bank
Missouri
$1.95M -$55.2K -629 -3%
NB
319
NBT Bank
New York
$1.94M -$41K -467 -2%
PAM
320
Palisade Asset Management
Minnesota
$1.94M +$70.2K +800 +4%
SF
321
Synovus Financial
Georgia
$1.91M -$76.2K -870 -4%
SSB
322
Sandy Spring Bank
Maryland
$1.9M -$35.5K -405 -2%
FIM
323
Freedom Investment Management
Connecticut
$1.89M +$1.89M +21,534 New
HFA
324
HC Financial Advisors
California
$1.87M -$53.5K -610 -3%
FC
325
FCA Corp
Texas
$1.86M +$72.9K +830 +4%
11 12
13
14 15