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Novartis
NVS

Overview Fund Activity

1,136 hedge funds and large institutions have $18.2B invested in Novartis in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 413 increasing their positions, 413 reducing their positions, and 87 closing their positions.

Holders
1,136
Holders Change
-7
Holders Change %
-0.61%
% of All Funds
17.98%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
93
Increased
413
Reduced
413
Closed
87
Calls
$347M
Puts
$228M
Net Calls
+$119M
Net Calls Change
-$291M

Top Buyers

1
Sanders Capital
1
Sanders Capital
Florida
$99.7M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$175M
3
Goldman Sachs
3
Goldman Sachs
New York
$244M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$59.6M
5
CCM
5
Cullen Capital Management
New York
$289M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$634M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$42.1M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$0
4
UBS Group
4
UBS Group
Switzerland
$279M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$1.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
101
Segall Bryant & Hamill
Illinois
$16.3M +$16.3M +185,243 New
TAM
102
Tocqueville Asset Management
New York
$16.2M -$709K -8,085 -4%
CIM
103
Confluence Investment Management
Missouri
$16M +$59.1K +674 +0.4%
M&T Bank
104
M&T Bank
New York
$14.9M +$1.29M +14,749 +10%
FFIC
105
First Fiduciary Investment Counsel
Ohio
$14.9M -$74.8K -852 -0.5%
Citigroup
106
Citigroup
New York
$14.6M +$1.12M +12,745 +8%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$14.6M -$8.42M -95,734 -37%
Federated Hermes
108
Federated Hermes
Pennsylvania
$14.2M +$5.69M +64,879 +67%
KFS
109
Kurt F. Somerville
$14.2M -$1.15M -13,140 -8%
EWA
110
Exencial Wealth Advisors
Oklahoma
$14.1M -$1.76M -20,076 -11%
Mariner
111
Mariner
Kansas
$13.7M +$392K +4,463 +3%
DP
112
DDD Partners
Washington
$13.7M +$240K +2,738 +2%
ST
113
SAL Trading
Pennsylvania
$13.7M +$13.7M +155,783 New
AssetMark Inc
114
AssetMark Inc
California
$13.5M +$12.6M +143,165 +1,286%
American Century Companies
115
American Century Companies
Missouri
$13.5M +$1.61M +18,324 +14%
EIA
116
Edgemoor Investment Advisors
Maryland
$12.9M -$279K -3,183 -2%
GJIC
117
Gamble Jones Investment Counsel
California
$12.9M -$84.4K -962 -0.7%
SSA
118
Schonfeld Strategic Advisors
New York
$12.7M +$11.9M +136,015 +1,528%
RCYC
119
Richard C. Young & Co
Rhode Island
$12.3M +$746K +8,504 +6%
BS
120
Banco Santander
Spain
$12.2M -$4.99M -56,839 -29%
GC
121
Grimes & Company
Massachusetts
$12.2M +$4.23M +48,186 +53%
CIBC World Market
122
CIBC World Market
Ontario, Canada
$12M -$1.06M -12,093 -8%
GIA
123
Guyasuta Investment Advisors
Pennsylvania
$12M -$138K -1,575 -1%
TCM
124
Tekla Capital Management
Massachusetts
$12M – – –
Osaic Holdings
125
Osaic Holdings
Arizona
$11.9M +$489K +5,341 +4%
3 4
5
6 7