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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.

New
Increased
Maintained
Reduced
Closed
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 %
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$11.8M -$674K -7,686 -5%
GD
127
Grandfield & Dodd
New York
$11.8M +$393K +4,480 +3%
WIC
128
Wilkins Investment Counsel
Massachusetts
$11.7M +$95.6K +1,090 +0.8%
JFL
129
Jarislowsky, Fraser Ltd
Quebec, Canada
$11.5M -$7.57M -86,301 -40%
RMCM
130
Reynders McVeigh Capital Management
Massachusetts
$11.3M -$122K -1,391 -1%
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$10.9M -$1.91M -21,912 -15%
BG
132
Bahl & Gaynor
Ohio
$10.7M -$886K -10,098 -8%
EPAM
133
Euro Pacific Asset Management
Puerto Rico
$10.7M +$1.75M +19,933 +20%
Allianz Asset Management
134
Allianz Asset Management
Germany
$10.5M -$83.4K -950 -0.8%
TBA
135
Tower Bridge Advisors
Pennsylvania
$10.1M -$346K -3,941 -3%
MAM
136
Majedie Asset Management
United Kingdom
$9.96M +$9.96M +113,784 New
CSIC
137
Clifford Swan Investment Counsel
California
$9.55M -$234K -2,664 -2%
USCWA
138
U.S. Capital Wealth Advisors
Texas
$9.49M +$1.55M +17,645 +19%
GG
139
Greenwood Gearhart
Arkansas
$9.38M +$387K +4,406 +4%
EVM
140
Evelyn V. Moreno
$9.29M +$446K +5,083 +5%
ISL
141
Ingalls & Snyder LLC
New York
$9.22M +$611K +6,961 +7%
FWIA
142
Fort Washington Investment Advisors
Ohio
$9.04M -$8.78K -100 -0.1%
TBC
143
Tweedy, Browne Co
Connecticut
$8.95M -$364K -4,151 -4%
William Blair & Company
144
William Blair & Company
Illinois
$8.79M -$77.6K -884 -0.9%
TTWM
145
TCV Trust & Wealth Management
Virginia
$8.78M -$45.3K -516 -0.5%
BBHC
146
Brown Brothers Harriman & Co
New York
$8.49M -$2.39M -27,201 -22%
Jones Financial Companies
147
Jones Financial Companies
Missouri
$8.49M -$4.03M -45,893 -32%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$8.38M +$362K +4,122 +5%
AAIM
149
American Assets Investment Management
California
$8.21M – – –
FVWA
150
Foster Victor Wealth Advisors
South Carolina
$8.14M +$1.46M +16,070 +22%
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