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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 %
GSWM
1151
Greenup Street Wealth Management
Michigan
– -$952K -10,854 Closed
VCA
1152
Verdence Capital Advisors
Maryland
– -$933K -10,629 Closed
FANJ
1153
Financial Architects (New Jersey)
New Jersey
– -$865K -9,863 Closed
CW
1154
Connectus Wealth
Ohio
– -$727K -8,271 Closed
GTCM
1155
Gyon Technologies Capital Management
New Jersey
– -$676K -7,699 Closed
Wolverine Trading
1156
Wolverine Trading
Illinois
– -$598K -6,800 Closed
TW
1157
TrinityPoint Wealth
Connecticut
– -$557K -6,348 Closed
CIBC Asset Management
1158
CIBC Asset Management
Ontario, Canada
– -$501K -5,711 Closed
BAAM
1159
Baker Avenue Asset Management
California
– -$382K -4,356 Closed
BFAG
1160
Blackston Financial Advisory Group
Florida
– -$355K -4,341 Closed
GA
1161
GoalVest Advisory
New York
– -$318K -3,621 Closed
AWA
1162
Arete Wealth Advisors
Illinois
– -$310K -3,530 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1163
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$307K -3,500 Closed
LW
1164
Linscomb Wealth
Texas
– -$301K -3,437 Closed
FAM
1165
Formidable Asset Management
Ohio
– -$298K -3,396 Closed
CQS
1166
Credential Qtrade Securities
– -$282K -3,219 Closed
AWM
1167
Angeles Wealth Management
California
– -$261K -2,978 Closed
QPW
1168
Quantum Private Wealth
Florida
– -$257K -2,939 Closed
FNBOO
1169
First National Bank of Omaha
Nebraska
– -$257K -2,927 Closed
PAS
1170
Professional Advisory Services
Florida
– -$231K -2,627 Closed
VCWA
1171
Vanguard Capital Wealth Advisors
Colorado
– -$224K -2,577 Closed
PMA
1172
Prudent Man Advisors
Illinois
– -$224K -2,557 Closed
EWM
1173
Empirical Wealth Management
Washington
– -$224K -2,553 Closed
BAS
1174
Brown Advisory Securities
Maryland
– -$222K -2,517 Closed
FMC
1175
First Merchants Corp
Indiana
– -$221K -2,515 Closed
45 46
47
48 49