NVS icon

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 %
WB
1126
West Bancorporation
Iowa
$3K – – –
CCM
1127
Cribstone Capital Management
Maine
$3K +$947 +12 +46%
AW
1128
Avion Wealth
Texas
$3K +$3K +39 New
GWMIA
1129
Global Wealth Management Investment Advisory
Florida
$3K +$3K +39 New
TAM
1130
Tucker Asset Management
Colorado
$2.62K – – –
AIC
1131
Archer Investment Corporation
Indiana
$2.03K – – –
NC
1132
NewSquare Capital
Pennsylvania
$2K – – –
Nisa Investment Advisors
1133
Nisa Investment Advisors
Missouri
$2K – – –
C
1134
Covestor
United Kingdom
$1K – – –
DI
1135
Disciplined Investments
Oklahoma
$1K – – –
CC
1136
Corsicana & Co
Texas
$1K – – –
BRWM
1137
B. Riley Wealth Management
Tennessee
$465 +$137 +1,614 +42%
CP
1138
Castleview Partners
Texas
$102 -$646 -887 -86%
WIM
1139
Westside Investment Management
California
$4 – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1140
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$27M -308,000 Closed
ST
1141
SAL Trading
Pennsylvania
– -$13.7M -155,783 Closed
AWA
1142
Aaron Wealth Advisors
Illinois
– -$1.69M -148,385 Closed
SSA
1143
Schonfeld Strategic Advisors
New York
– -$12.7M -144,915 Closed
GC
1144
Guardian Capital
Ontario, Canada
– -$6.33M -72,118 Closed
RFM
1145
Royal Fund Management
Florida
– -$2.58M -29,362 Closed
QT
1146
Quantbot Technologies
New York
– -$2.46M -28,028 Closed
BCM
1147
Bayesian Capital Management
New York
– -$1.46M -16,617 Closed
HF
1148
HRT Financial
New York
– -$1.41M -16,038 Closed
Massachusetts Financial Services
1149
Massachusetts Financial Services
Massachusetts
– -$1.38M -15,776 Closed
XF
1150
XML Financial
Maryland
– -$1.12M -12,749 Closed
44 45
46
47 48