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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 %
Aristotle Capital Management
51
Aristotle Capital Management
California
$50.3M 595,072 +9,583 +2%
DADC
52
D.A. Davidson & Co
Montana
$40.1M 473,822 +4,237 +0.9%
MIS
53
Morningstar Investment Services
Illinois
$36.1M 426,909 -2,178 -0.5%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$35.7M 422,833 +35,522 +9%
MAP
55
Managed Asset Portfolios
Michigan
$35.7M 422,262 +5,079 +1%
Fayez Sarofim & Co
56
Fayez Sarofim & Co
Texas
$34.2M 404,331 -11,025 -3%
TH
57
TCTC Holdings
Texas
$33.8M 400,067 -2,299 -0.6%
GHA
58
GW Henssler & Associates
Georgia
$32.3M 382,308 +156,187 +69%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$32.2M 381,245 +10,615 +3%
Stifel Financial
60
Stifel Financial
Missouri
$30.6M 361,916 -12,349 -3%
Jane Street
61
Jane Street
New York
$30.3M 358,494 -234,181 -40%
OAM
62
Oppenheimer Asset Management
New York
$29.9M 353,685 -6,401 -2%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$29.8M 352,543 -14,110 -4%
Brown Advisory
64
Brown Advisory
Maryland
$29.8M 351,959 +7,402 +2%
VanEck Associates
65
VanEck Associates
New York
$29M 343,204 +123,649 +56%
Invesco
66
Invesco
Georgia
$28M 331,658 +3,984 +1%
SC
67
Saturna Capital
Washington
$27.6M 325,958 +220 +0.1%
DLA
68
Douglas Lane & Associates
New York
$27.5M 325,706 -6,558 -2%
LPL Financial
69
LPL Financial
California
$27.5M 324,820 +45,658 +16%
MIM
70
Martin Investment Management
Florida
$27.2M 321,272 +2,635 +0.8%
Creative Planning
71
Creative Planning
Kansas
$26.4M 312,804 -29,662 -9%
CCM
72
Causeway Capital Management
California
$26.4M 312,341 -79,421 -20%
Point72 Asset Management
73
Point72 Asset Management
Connecticut
$25.5M 301,200 +301,200 New
EVM
74
Eaton Vance Management
Massachusetts
$25M 296,040 -15,583 -5%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$24.9M 294,796 +2,235 +0.8%
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