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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 %
ONB
351
Old National Bancorp
Indiana
$1.53M -$877 -10 -0.1%
RWM
352
Ritholtz Wealth Management
New York
$1.53M +$623K +7,098 +69%
FFG
353
Fortem Financial Group
California
$1.52M +$671K +7,645 +79%
CB
354
CNB Bank
Pennsylvania
$1.51M +$59.6K +679 +4%
BEI
355
Benjamin Edwards Inc
Missouri
$1.51M +$488K +5,561 +48%
RC
356
RegentAtlantic Capital
New Jersey
$1.5M -$126K -1,434 -8%
MCM
357
McKinley Capital Management
Alaska
$1.5M -$72K -821 -5%
Allspring Global Investments
358
Allspring Global Investments
North Carolina
$1.49M -$3.31M -37,800 -69%
BFA
359
Benedict Financial Advisors
Georgia
$1.49M +$41.2K +469 +3%
IEFM
360
IQ EQ Fund Management
Ireland
$1.49M +$202K +2,300 +16%
AWM
361
Avior Wealth Management
Nebraska
$1.47M -$179K -2,044 -11%
SC
362
SouthState Corp
Florida
$1.46M -$154K -1,755 -10%
BCM
363
Bayesian Capital Management
New York
$1.46M +$1.46M +16,617 New
RGC
364
Roberts, Glore & Co
Illinois
$1.45M +$8.78K +100 +0.6%
AWS
365
Atria Wealth Solutions
New York
$1.45M +$1.45M +16,559 New
PAS
366
Park Avenue Securities
New York
$1.45M +$210K +2,388 +17%
WA
367
Wambolt & Associates
Colorado
$1.43M +$64.7K +738 +5%
RIL
368
Rothschild Investment LLC
Illinois
$1.43M +$21.9K +250 +2%
TNA
369
True North Advisors
Texas
$1.42M -$142K -1,614 -9%
HF
370
HRT Financial
New York
$1.41M -$498K -5,675 -26%
Cetera Investment Advisers
371
Cetera Investment Advisers
Illinois
$1.4M -$51.1K -582 -4%
BFO
372
Boston Family Office
Massachusetts
$1.39M -$48.3K -550 -3%
AWM
373
Altium Wealth Management
New York
$1.39M +$534K +6,084 +62%
Massachusetts Financial Services
374
Massachusetts Financial Services
Massachusetts
$1.38M +$106K +1,203 +8%
CCA
375
Checchi Capital Advisers
California
$1.38M +$11.6K +132 +0.8%
13 14
15
16 17