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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 %
SFS
876
Stiles Financial Services
Minnesota
$227K -$1.61K -19 -0.7%
AP
877
Appleton Partners
Massachusetts
$227K – – –
AWM
878
Axxcess Wealth Management
California
$226K +$9.28K +110 +4%
GLA
879
Great Lakes Advisors
Illinois
$225K – – –
CF
880
Centaurus Financial
California
$224K +$224K +2,655 New
LNB
881
Ledyard National Bank
$223K -$1.1K -13 -0.5%
CRC
882
Curi RMB Capital
Illinois
$222K +$222K +2,629 New
CJFS
883
Coulter & Justus Financial Services
Tennessee
$221K +$221K +2,610 New
MWA
884
Meridian Wealth Advisors
Texas
$220K +$220K +2,601 New
CW
885
CreativeOne Wealth
Kansas
$219K -$60.7K -720 -22%
OL
886
Optas LLC
Texas
$219K +$5.49K +65 +3%
CG
887
Colony Group
Massachusetts
$218K -$402K -4,768 -65%
BAM
888
Belpointe Asset Management
Nevada
$218K -$8.12K -96 -4%
ESB
889
Essex Savings Bank
Connecticut
$218K -$169 -2 -0.1%
RE
890
RBC Europe
United Kingdom
$217K – – –
BP
891
BBR Partners
New York
$217K – – –
MFG
892
Magnus Financial Group
New York
$217K +$8.44K +100 +4%
P
893
Palladiem
Pennsylvania
$216K -$20.3K -240 -9%
BFC
894
Blue Fin Capital
Rhode Island
$216K – – –
HR
895
Howe & Rusling
New York
$216K +$135K +1,600 +168%
ES
896
Eagle Strategies
New York
$215K -$2.54K -30 -1%
NCM
897
Northside Capital Management
Oregon
$215K – – –
HFP
898
Holistic Financial Partners
Indiana
$215K – – –
OWA
899
Opal Wealth Advisors
New York
$214K -$19.8K -234 -8%
FPAS
900
Focus Partners Advisor Solutions
Missouri
$214K +$4.49K +53 +2%
34 35
36
37 38