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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 %
Aristotle Capital Management
51
Aristotle Capital Management
California
$51.4M +$2.04M +23,280 +4%
Capital World Investors
52
Capital World Investors
California
$45.4M -$1.99M -22,665 -4%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$42.1M -$118M -1,340,015 -74%
DADC
54
D.A. Davidson & Co
Montana
$41.2M +$1.77M +20,123 +4%
MIS
55
Morningstar Investment Services
Illinois
$37.7M +$76.4K +870 +0.2%
MAP
56
Managed Asset Portfolios
Michigan
$36.6M +$2.66M +30,260 +8%
Fayez Sarofim & Co
57
Fayez Sarofim & Co
Texas
$36.4M +$365K +4,156 +1%
TH
58
TCTC Holdings
Texas
$35.3M -$111K -1,266 -0.3%
CCM
59
Causeway Capital Management
California
$34.4M +$860K +9,795 +3%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$34M +$1.74M +19,827 +5%
Stifel Financial
61
Stifel Financial
Missouri
$32.8M +$2.51M +28,574 +8%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$32.5M +$6.17M +70,325 +23%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$32.2M -$1.9M -21,691 -6%
OAM
64
Oppenheimer Asset Management
New York
$31.6M +$2.35M +26,754 +8%
Brown Advisory
65
Brown Advisory
Maryland
$30.2M +$658K +7,498 +2%
Creative Planning
66
Creative Planning
Kansas
$30.1M +$22.5M +256,185 +297%
DLA
67
Douglas Lane & Associates
New York
$29.2M -$4.11M -46,825 -12%
Invesco
68
Invesco
Georgia
$28.8M +$3.18M +36,184 +12%
SC
69
Saturna Capital
Washington
$28.6M +$492K +5,610 +2%
Twin Tree Management
70
Twin Tree Management
Texas
$28.4M +$28.4M +323,725 New
MIM
71
Martin Investment Management
Florida
$28M +$231K +2,638 +0.8%
Millennium Management
72
Millennium Management
New York
$27.6M -$46.4M -528,345 -63%
EVM
73
Eaton Vance Management
Massachusetts
$27.3M +$4.94M +56,343 +22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
74
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27M -$20.9M -237,900 -44%
HighTower Advisors
75
HighTower Advisors
Illinois
$26.3M -$531K -6,051 -2%
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