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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.

New
Increased
Maintained
Reduced
Closed
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 %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$25.7M +$4.12M +46,946 +19%
NPA
77
Nichols & Pratt Advisers
Massachusetts
$24.8M -$642K -7,311 -3%
LPL Financial
78
LPL Financial
California
$24.5M +$2.51M +28,646 +11%
CT
79
Cambridge Trust
Massachusetts
$24.5M +$534K +6,086 +2%
WFMPM
80
Woodley Farra Manion Portfolio Management
Indiana
$24.2M +$2M +22,765 +9%
FCI
81
Financial Counselors Inc
Kansas
$23M +$2.27M +25,878 +11%
GG
82
Gofen & Glossberg
Illinois
$21.7M -$1.45M -16,569 -6%
BIP
83
Brandes Investment Partners
California
$21.7M +$1.96M +22,350 +10%
US Bancorp
84
US Bancorp
Minnesota
$20.8M -$922K -10,510 -4%
BCAM
85
Boston Common Asset Management
Massachusetts
$20.5M +$4.68M +53,293 +30%
GHA
86
GW Henssler & Associates
Georgia
$19.8M +$1.58M +17,967 +9%
VanEck Associates
87
VanEck Associates
New York
$19.3M +$167K +1,900 +0.9%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$19.2M -$4.37M -49,776 -19%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$19.1M +$6.41K +73 +0%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$18.9M -$47.6K -543 -0.3%
BC
91
Bartlett & Co
Ohio
$18.9M -$47.6K -543 -0.3%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.4M +$3.73M +42,478 +25%
OA
93
Oak Associates
Ohio
$18.3M -$391K -4,454 -2%
HTHT
94
Hemenway Trust Hemenway Trust
New Hampshire
$17.9M -$331K -3,771 -2%
First Manhattan
95
First Manhattan
New York
$17.8M -$8.31M -94,754 -32%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$17.7M -$1.95M -22,266 -10%
OMC
97
Old Mission Capital
Illinois
$17.5M +$17.5M +199,491 New
JPMPWA
98
J.P. Morgan Private Wealth Advisors
California
$16.5M +$419K +4,779 +3%
CIM
99
Corda Investment Management
Texas
$16.4M +$190K +2,166 +1%
JGUA
100
John G. Ullman & Associates
New York
$16.4M +$718K +8,180 +5%
2 3
4
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