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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 %
BRWA
326
B. Riley Wealth Advisors
Florida
$1.86M +$63K +717 +4%
FNBT
327
FineMark National Bank & Trust
Florida
$1.86M -$126K -1,435 -6%
VNA
328
Valley National Advisers
Pennsylvania
$1.86M -$5.7K -65 -0.3%
Cerity Partners
329
Cerity Partners
New York
$1.85M +$86.8K +1,125 +5%
VPIM
330
Vanguard Personalized Indexing Management
California
$1.83M +$794K +9,054 +76%
BCM
331
BTC Capital Management
Iowa
$1.83M +$887K +10,065 +94%
LWAC
332
Laurel Wealth Advisors (California)
California
$1.82M +$177K +2,023 +11%
ERSOT
333
Employees Retirement System of Texas
Texas
$1.8M -$1.17M -13,338 -39%
ST
334
Somerset Trust
Pennsylvania
$1.76M -$121K -1,375 -6%
RJT
335
Raymond James Trust
Florida
$1.76M +$79K +901 +5%
HKAM
336
Horizon Kinetics Asset Management
New York
$1.76M – – –
SCM
337
Salem Capital Management
Massachusetts
$1.75M – – –
Diamond Hill Capital Management
338
Diamond Hill Capital Management
Ohio
$1.75M – – –
AMG
339
Advisors Management Group
Wisconsin
$1.74M -$11.7K -133 -0.7%
AWA
340
Aaron Wealth Advisors
Illinois
$1.69M +$1.69M +148,385 New
MTC
341
McDaniel Terry & Co
Texas
$1.63M -$13.2M -150,080 -89%
TC
342
Telemus Capital
Michigan
$1.63M -$58.5K -667 -3%
LBC
343
Lowe Brockenbrough & Co
Virginia
$1.63M -$114K -1,296 -7%
HL
344
HeadInvest LLC
Maine
$1.6M +$18.3K +209 +1%
Bessemer Group
345
Bessemer Group
New Jersey
$1.59M -$189K -2,153 -11%
III
346
Independent Investors Inc
New York
$1.57M – – –
CT
347
Coastline Trust
Rhode Island
$1.56M +$8.07K +92 +0.5%
SGI
348
Summit Global Investments
Utah
$1.54M -$3.86K -44 -0.2%
MPPW
349
Mitchell & Pahl Private Wealth
Oklahoma
$1.53M +$83.9K +956 +6%
S
350
SimplyRich
California
$1.53M +$93.2K +1,062 +6%
12 13
14
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