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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 %
CT
76
Cambridge Trust
Massachusetts
$24.6M 291,222 +12,158 +4%
WFMPM
77
Woodley Farra Manion Portfolio Management
Indiana
$23.9M 282,368 +7,032 +3%
BCAM
78
Boston Common Asset Management
Massachusetts
$23.6M 279,396 +46,180 +20%
FCI
79
Financial Counselors Inc
Kansas
$22.8M 269,769 +7,785 +3%
NPA
80
Nichols & Pratt Advisers
Massachusetts
$22.2M 262,171 -20,665 -7%
US Bancorp
81
US Bancorp
Minnesota
$21.8M 258,296 +21,434 +9%
American Century Companies
82
American Century Companies
Missouri
$21.7M 256,837 +103,376 +67%
HighTower Advisors
83
HighTower Advisors
Illinois
$20.6M 243,625 -56,517 -19%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$20.6M 243,412 -236,477 -49%
GG
85
Gofen & Glossberg
Illinois
$19.8M 234,446 -13,373 -5%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$18.3M 216,818 -778 -0.4%
BIP
87
Brandes Investment Partners
California
$18.2M 215,050 -31,966 -13%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$18.1M 214,353 +13,074 +6%
OA
89
Oak Associates
Ohio
$17.5M 207,174 -1,846 -0.9%
First Manhattan
90
First Manhattan
New York
$17.2M 203,134 +351 +0.2%
HTHT
91
Hemenway Trust Hemenway Trust
New Hampshire
$16M 189,210 -14,396 -7%
JGUA
92
John G. Ullman & Associates
New York
$16M 188,714 +2,295 +1%
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$15.9M 188,242 +727 +0.4%
CIM
94
Confluence Investment Management
Missouri
$15.8M 186,547 +3,945 +2%
SPF
95
Steven Patrick Farmer
$15.8M 186,547 +186,547 New
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$15.7M 185,539 +141,326 +320%
TAM
97
Tocqueville Asset Management
New York
$15.6M 184,660 -192 -0.1%
CIM
98
Corda Investment Management
Texas
$15.6M 184,549 -2,543 -1%
BCWM
99
Bartlett & Co Wealth Management
Ohio
$15.6M 184,113 -31,329 -15%
BC
100
Bartlett & Co
Ohio
$15.6M 184,113 -31,329 -15%
2 3
4
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