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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 %
BWM
1051
Baystate Wealth Management
Massachusetts
$22K – – –
VWM
1052
Valley Wealth Managers
New Jersey
$22K +$22K +260 New
ACM
1053
Antonetti Capital Management
Florida
$21K – – –
AAP
1054
Arax Advisory Partners
Colorado
$21K – – –
PCFFS
1055
Pacific Center for Financial Services
California
$21K – – –
Credit Agricole
1056
Credit Agricole
France
$21K – – –
RIM
1057
Rockbridge Investment Management
New York
$19.9K – – –
WAM
1058
WFA Asset Management
Wisconsin
$19.7K – – –
POIA
1059
Pin Oak Investment Advisors
Texas
$19K – – –
WWP
1060
WR Wealth Planners
Missouri
$18.5K – – –
TAIM
1061
TD Ameritrade Investment Management
Nebraska
$18K -$14.8K -177 -45%
PO
1062
Private Ocean
California
$18K – – –
RG
1063
Retirement Group
California
$18K – – –
TFM
1064
TFC Financial Management
Massachusetts
$18K – – –
FCT
1065
First Community Trust
Iowa
$18K – – –
DWP
1066
Destiny Wealth Partners
Florida
$18K +$6.22K +75 +53%
MCA
1067
Maryland Capital Advisors
Maryland
$18K +$18K +216 New
ADL
1068
Asset Dedication LLC
California
$17K – – –
BCM
1069
Blume Capital Management
California
$17K – – –
TC
1070
Trust Company
Kansas
$17K – – –
CAM
1071
Close Asset Management
United Kingdom
$17K – – –
WBC
1072
West Branch Capital
Massachusetts
$17K – – –
TF
1073
TimeScale Financial
Massachusetts
$17K – – –
MAWCM
1074
Mine & Arao Wealth Creation & Management
California
$17K – – –
WWM
1075
Wolff Wiese Magana
California
$17K – – –
41 42
43
44 45