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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.

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

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$1.91B
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.31B
3
Lazard Asset Management
Lazard Asset Management
New York
$978K
4
Ameriprise
Ameriprise
Minnesota
$60.1M
5
UBS Group
UBS Group
Switzerland
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
851
Pacifica Partners
Canada
$241K -$2.65K -31 -1%
HI
852
Harbour Investments
Wisconsin
$241K +$241K +2,846 New
P
853
Pitcairn
Pennsylvania
$241K +$241K +2,852 New
SPP
854
Single Point Partners
Massachusetts
$241K +$241K +2,854 New
ACM
855
Allred Capital Management
Texas
$240K – – –
PT
856
Plimoth Trust
Massachusetts
$239K -$15K -177 -6%
JC
857
Jacobs & Co
California
$238K -$126K -1,500 -35%
TFCP
858
Twin Focus Capital Partners
Massachusetts
$238K +$1.61K +19 +0.7%
SCM
859
Shelton Capital Management
Colorado
$237K -$50.8K -600 -18%
WAAG
860
Wealth Alliance Advisory Group
Kansas
$237K -$6.01K -71 -2%
LWM
861
Lyell Wealth Management
California
$237K – – –
TFS
862
TrustCore Financial Services
Tennessee
$236K +$11.7K +138 +5%
LFA
863
Laraway Financial Advisors
Minnesota
$234K – – –
BA
864
Bristlecone Advisors
Washington
$234K – – –
ACA
865
Aptus Capital Advisors
Alabama
$234K +$3.88K +46 +2%
WT
866
Washington Trust
Rhode Island
$233K -$6.68K -79 -3%
CPIA
867
Cornell Pochily Investment Advisors
New York
$233K – – –
GA
868
GFS Advisors
Texas
$232K -$652K -7,725 -74%
LWM
869
Laidlaw Wealth Management
New York
$232K -$3.38K -40 -1%
RPCONE
870
Retirement Planning Company of New England
Rhode Island
$230K +$421 +5 +0.2%
LCM
871
LCM Capital Management
Illinois
$229K -$1.69K -20 -0.7%
FCBT
872
First Citizens Bank & Trust
North Carolina
$229K +$229K +2,708 New
TF
873
Tompkins Financial
New York
$228K -$39.4K -465 -15%
FWM
874
Fairhaven Wealth Management
Illinois
$227K -$185K -2,190 -45%
CPWA
875
Cerro Pacific Wealth Advisors
California
$227K -$38.6K -457 -15%
33 34
35
36 37