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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 %
CPA
1101
Cowen Prime Advisors
New York
$8K – – –
WAM
1102
Worth Asset Management
Texas
$8K – – –
PCM
1103
Polaris Capital Management
Massachusetts
$8K – – –
FMTCOCP
1104
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K +$8K +92 New
FGAM
1105
Financial Gravity Asset Management
Texas
$7.56K -$267 -78 -3%
QC
1106
Quent Capital
New York
$7K -$41.5K -480 -86%
PWC
1107
PYA Waltman Capital
Tennessee
$7K – – –
MCM
1108
Manchester Capital Management
Vermont
$7K – – –
SC
1109
Solstein Capital
California
$7K – – –
MBFW
1110
Morton Brown Family Wealth
Pennsylvania
$7K +$7K +80 New
MWM
1111
Mascoma Wealth Management
New Hampshire
$6K – – –
HWM
1112
HighMark Wealth Management
Minnesota
$6K – – –
CBT
1113
Central Bank & Trust
Kentucky
$6K – – –
BIA
1114
Bell Investment Advisors
California
$5K +$5K +56 New
HT
1115
HighTower Trust
Texas
$4.34K +$4.34K +38,384 New
FEG
1116
Financial Enhancement Group
Indiana
$4K – – –
SCA
1117
Stonebridge Capital Advisors
Minnesota
$4K – – –
GWSG
1118
GPS Wealth Strategies Group
Colorado
$4K – – –
ODG
1119
O'Dell Group
Ohio
$4K – – –
M1FG
1120
Mach-1 Financial Group
Arkansas
$4K – – –
RCM
1121
Raleigh Capital Management
North Carolina
$4K – – –
ACK
1122
Andrew C. Karlinski
$4K +$89 +1 +2%
CWM
1123
Castle Wealth Management
Florida
$4K +$4K +47 New
CMP
1124
Coston McIsaac & Partners
Maine
$4K +$4K +50 New
HFM
1125
Hartford Financial Management
Connecticut
$3K – – –
43 44
45
46 47