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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 %
LSA
1176
Lion Street Advisors
Texas
– -$215K -2,447 Closed
CIC
1177
Crawford Investment Counsel
Georgia
– -$213K -2,424 Closed
IA
1178
IFG Advisory
Georgia
– -$207K -2,360 Closed
WA1
1179
Wimmer Associates 1
California
– -$206K -2,351 Closed
EL
1180
Essex LLC
Illinois
– -$206K -2,350 Closed
CFO
1181
Collective Family Office
Pennsylvania
– -$206K -2,348 Closed
AA
1182
Aire Advisors
California
– -$206K -2,340 Closed
QCIG
1183
Quad-Cities Investment Group
Iowa
– -$205K -2,336 Closed
TFA
1184
Tranquilli Financial Advisor
New Jersey
– -$205K -2,333 Closed
HSA
1185
HBK Sorce Advisory
Pennsylvania
– -$204K -2,320 Closed
MPI
1186
Mairs & Power Inc
Minnesota
– -$203K -2,309 Closed
PWLP
1187
Prio Wealth Limited Partnership
Massachusetts
– -$201K -2,295 Closed
IIC
1188
Ironwood Investment Counsel
Arizona
– -$200K -2,287 Closed
BFC
1189
Bedel Financial Consulting
Indiana
– -$141K -1,601 Closed
T
1190
TCWP
Ohio
– -$106K -1,211 Closed
BG
1191
Bollard Group
Massachusetts
– -$103K -1,175 Closed
FAG
1192
Fortitude Advisory Group
Washington
– -$93K -1,059 Closed
SLWA
1193
San Luis Wealth Advisors
California
– -$89K -1,016 Closed
SCA
1194
Sandy Cove Advisors
Massachusetts
– -$88K -1,000 Closed
HA
1195
Herold Advisors
New York
– -$43.1K -491 Closed
DC
1196
DeDora Capital
California
– -$34K -385 Closed
AP
1197
Atwood & Palmer
Missouri
– -$33K -375 Closed
CA
1198
Centerpoint Advisors
Massachusetts
– -$25K -288 Closed
TCM
1199
Tradewinds Capital Management
Washington
– -$25K -280 Closed
PAG
1200
Paladin Advisory Group
Iowa
– -$22K -252 Closed
45 46 47
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