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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.

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
1
Morgan Stanley
New York
$541M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$510M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$389M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$56M
5
Capital World Investors
5
Capital World Investors
California
$80.2M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.91B
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$1.31B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$978K
4
Ameriprise
4
Ameriprise
Minnesota
$60.1M
5
UBS Group
5
UBS Group
Switzerland
$220M
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
26
Natixis Advisors
Massachusetts
$120M 1,423,580 -317,146 -18%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$119M 1,412,717 +70,136 +5%
SI
28
Scharf Investments
California
$112M 1,322,606 -18,074 -1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$106M 1,256,639 +51,511 +4%
Parnassus Investments
30
Parnassus Investments
California
$105M 1,242,128 – –
Sanders Capital
31
Sanders Capital
Florida
$95.8M 1,133,420 -3,220 -0.3%
Chevy Chase Trust
32
Chevy Chase Trust
Maryland
$89.1M 1,053,791 +283,045 +37%
Capital Research Global Investors
33
Capital Research Global Investors
California
$83.2M 984,751 -363 -0%
Truist Financial
34
Truist Financial
North Carolina
$82.4M 974,284 -120,349 -11%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$80.3M 950,026 -58,306 -6%
Capital World Investors
36
Capital World Investors
California
$80.2M 948,953 +431,840 +84%
Marshall Wace
37
Marshall Wace
United Kingdom
$77.6M 917,699 +239,038 +35%
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$75.1M 888,703 -178,864 -17%
EARNEST Partners
39
EARNEST Partners
Georgia
$73.3M 866,934 -26,592 -3%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$69.2M 818,800 -3,383 -0.4%
Macquarie Group
41
Macquarie Group
Australia
$69.1M 817,646 -18,139 -2%
MIP
42
Mondrian Investment Partners
United Kingdom
$67.4M 797,698 -69,000 -8%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$64.6M 764,684 -11,105 -1%
RJA
44
Raymond James & Associates
Florida
$64.5M 762,796 -128,085 -14%
MAM
45
Madison Asset Management
Wisconsin
$63.5M 751,770 -24,882 -3%
First Trust Advisors
46
First Trust Advisors
Illinois
$61M 721,189 +9,893 +1%
Ameriprise
47
Ameriprise
Minnesota
$60.1M 710,780 -766,267 -52%
JWBC
48
John W. Bristol & Co
New York
$58.3M 689,894 -18,724 -3%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$56M 662,995 +444,401 +203%
SEI Investments
50
SEI Investments
Pennsylvania
$54.6M 644,878 -25,517 -4%
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