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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.

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 %
Natixis Advisors
26
Natixis Advisors
Massachusetts
$153M +$4.39M +50,023 +3%
BlackRock
27
BlackRock
New York
$137M +$21.1M +240,710 +18%
Ameriprise
28
Ameriprise
Minnesota
$130M +$11.3M +129,010 +10%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$118M +$14.3M +162,408 +14%
SI
30
Scharf Investments
California
$118M +$6.9M +78,603 +6%
Parnassus Investments
31
Parnassus Investments
California
$109M – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$106M +$13.2M +150,297 +14%
Sanders Capital
33
Sanders Capital
Florida
$99.7M +$99.7M +1,136,640 New
Lazard Asset Management
34
Lazard Asset Management
New York
$98.2M -$2.12M -24,122 -2%
Truist Financial
35
Truist Financial
North Carolina
$96.1M +$6.69M +76,233 +7%
Voloridge Investment Management
36
Voloridge Investment Management
Florida
$93.7M +$26.7M +303,722 +40%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$88.5M +$1.89M +21,522 +2%
Capital Research Global Investors
38
Capital Research Global Investors
California
$86.4M +$7.24M +82,458 +9%
EARNEST Partners
39
EARNEST Partners
Georgia
$78.4M -$991K -11,292 -1%
RJA
40
Raymond James & Associates
Florida
$78.2M +$4.48M +51,021 +6%
MIP
41
Mondrian Investment Partners
United Kingdom
$76.1M +$5.27M +60,000 +7%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$72.1M -$3.94M -44,936 -5%
MAM
43
Madison Asset Management
Wisconsin
$68.2M +$288K +3,280 +0.4%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$68.1M +$3.1M +35,370 +5%
Chevy Chase Trust
45
Chevy Chase Trust
Maryland
$67.6M -$1.13M -12,890 -2%
First Trust Advisors
46
First Trust Advisors
Illinois
$62.4M +$193K +2,198 +0.3%
JWBC
47
John W. Bristol & Co
New York
$62.2M -$1.48M -16,862 -2%
Marshall Wace
48
Marshall Wace
United Kingdom
$59.6M +$45.9M +522,888 +336%
SEI Investments
49
SEI Investments
Pennsylvania
$58.8M +$705K +8,044 +1%
Jane Street
50
Jane Street
New York
$52M +$23.2M +263,945 +80%
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