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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
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 Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
951
DZ Bank
Germany
$127K – – –
HCP
952
Hexagon Capital Partners
Arkansas
$127K +$42.3K +501 +50%
CA
953
CoreCap Advisors
Michigan
$127K +$127K +1,502 New
AWM
954
AllSquare Wealth Management
New York
$125K – – –
MHR
955
Matthew Hamilton Rosenberg
$125K +$54.5K +644 +77%
CS
956
Credit Suisse
Switzerland
$123K -$157K -1,860 -56%
PSB
957
Piscataqua Savings Bank
New Hampshire
$121K – – –
KFS
958
Kelly Financial Services
Massachusetts
$118K – – –
ZB
959
Zions Bancorporation
Utah
$118K -$182K -2,139 -61%
TIM
960
Tevis Investment Management
Texas
$117K – – –
PFGIA
961
Patriot Financial Group Insurance Agency
Massachusetts
$116K +$931 +11 +0.8%
FNBOSM
962
First National Bank of South Miami
Florida
$115K – – –
CCA
963
Column Capital Advisors
Indiana
$112K -$17.2K -204 -13%
CFG
964
CKW Financial Group
Hawaii
$110K -$33.8K -400 -24%
AA
965
Addison Advisors
Vermont
$109K -$11K -130 -9%
CWM
966
Cedar Wealth Management
California
$107K – – –
MMG
967
Monetary Management Group
Missouri
$106K – – –
TJHA
968
Thomas J. Herzfeld Advisors
Florida
$105K – – –
AW
969
ACG Wealth
Georgia
$105K +$105K +1,246 New
FP
970
Financial Perspectives
Minnesota
$104K – – –
DSC
971
Duncker Streett & Co
Missouri
$104K – – –
TC
972
Tacita Capital
Ontario, Canada
$101K – – –
SC
973
Seldon Capital
California
$99K – – –
WB
974
Webster Bank
Connecticut
$99K – – –
IAMOG
975
Investors Asset Management of Georgia
Georgia
$98K +$98K +1,160 New
37 38
39
40 41