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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 %
BCMLT
1076
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K – – –
UCB
1077
United Community Bank
South Carolina
$16.5K +$2.54K +30 +18%
TFA
1078
Transamerica Financial Advisors
Florida
$16K +$16K +188 New
LWANC
1079
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
OLVIG
1080
Oliver Lagore Vanvalin Investment Group
Michigan
$15K – – –
HS
1081
Horan Securities
United States
$15K +$4.53K +54 +43%
SC
1082
Sawyer & Company
Massachusetts
$14K -$2.47K -30 -15%
Bank of Montreal
1083
Bank of Montreal
Ontario, Canada
$13.4K -$647 -7,643 -5%
HCM
1084
Highlander Capital Management
New Jersey
$13K – – –
BONH
1085
Bank of New Hampshire
New Hampshire
$13K – – –
SC
1086
Schubert & Co
Texas
$12K +$2.19K +25 +22%
ANBT
1087
American National Bank & Trust
Texas
$12K +$3.45K +40 +40%
ATC
1088
Adirondack Trust Company
New York
$11K – – –
SFG
1089
Steward Financial Group
Texas
$10K +$10K +122 New
MIFH
1090
Migdal Insurance & Financial Holdings
Israel
$9K – – –
ARIS
1091
Advanced Research Investment Solutions
California
$9K – – –
WPA
1092
West Paces Advisors
Georgia
$8.45K -$2.62K -31 -24%
AFG
1093
Albion Financial Group
Utah
$8K -$7.91K -90 -50%
TFGT
1094
TS Financial Group (TSFG)
Illinois
$8K – – –
CFFP
1095
Center for Financial Planning
Michigan
$8K – – –
NFSG
1096
Newbridge Financial Services Group
Florida
$8K – – –
CPA
1097
Cowen Prime Advisors
New York
$8K – – –
WAM
1098
Worth Asset Management
Texas
$8K – – –
PCM
1099
Polaris Capital Management
Massachusetts
$8K – – –
FCFS
1100
First Command Financial Services
Texas
$8K – – –
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