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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 %
NB
326
NBT Bank
New York
$1.87M – – –
PAM
327
Palisade Asset Management
Minnesota
$1.87M – – –
BRWA
328
B. Riley Wealth Advisors
Florida
$1.85M +$63.4K +749 +4%
SF
329
Synovus Financial
Georgia
$1.85M +$13.4K +158 +0.7%
NW
330
Naviter Wealth
Arkansas
$1.85M +$1.85M +21,916 New
SCA
331
Snowden Capital Advisors
New York
$1.85M -$148K -1,752 -7%
FC
332
FCA Corp
Texas
$1.82M +$26.2K +310 +1%
VNA
333
Valley National Advisers
Pennsylvania
$1.8M +$17K +201 +1%
FIM
334
Freedom Investment Management
Connecticut
$1.76M -$61.7K -730 -3%
HFA
335
HC Financial Advisors
California
$1.75M -$51.6K -610 -3%
RWM
336
Ritholtz Wealth Management
New York
$1.74M +$269K +3,182 +18%
SSB
337
Sandy Spring Bank
Maryland
$1.73M -$99.2K -1,173 -5%
ERSOT
338
Employees Retirement System of Texas
Texas
$1.73M – – –
AWM
339
Altium Wealth Management
New York
$1.7M +$363K +4,292 +27%
HKAM
340
Horizon Kinetics Asset Management
New York
$1.7M – – –
Diamond Hill Capital Management
341
Diamond Hill Capital Management
Ohio
$1.69M – – –
AMG
342
Advisors Management Group
Wisconsin
$1.69M +$14.5K +171 +0.9%
FNBT
343
FineMark National Bank & Trust
Florida
$1.68M -$106K -1,249 -6%
BL
344
Balentine LLC
Georgia
$1.67M +$768K +9,090 +85%
NAM
345
NorthCrest Asset Manangement
Minnesota
$1.67M +$1.67M +19,711 New
PAS
346
Park Avenue Securities
New York
$1.64M +$237K +2,802 +17%
HL
347
HeadInvest LLC
Maine
$1.63M +$95.9K +1,135 +6%
BCM
348
Brookstone Capital Management
Illinois
$1.56M +$592K +7,013 +61%
LWAC
349
Laurel Wealth Advisors (California)
California
$1.55M -$209K -2,472 -12%
S
350
SimplyRich
California
$1.55M +$73.2K +866 +5%
12 13
14
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