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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 %
GIA
126
Guyasuta Investment Advisors
Pennsylvania
$11.5M -$25.1K -297 -0.2%
CIBC World Market
127
CIBC World Market
Ontario, Canada
$11.4M -$100K -1,188 -0.9%
WIC
128
Wilkins Investment Counsel
Massachusetts
$11.2M -$78.9K -933 -0.7%
Mirae Asset Global Investments
129
Mirae Asset Global Investments
South Korea
$11.1M -$309K -3,656 -3%
EPAM
130
Euro Pacific Asset Management
Puerto Rico
$10.5M +$218K +2,577 +2%
LIP
131
Liontrust Investment Partners
United Kingdom
$10.3M +$10.3M +121,384 New
OMC
132
Old Mission Capital
Illinois
$10.1M -$6.77M -80,092 -40%
BG
133
Bahl & Gaynor
Ohio
$9.67M -$631K -7,470 -6%
TBA
134
Tower Bridge Advisors
Pennsylvania
$9.61M -$129K -1,526 -1%
USCWA
135
U.S. Capital Wealth Advisors
Texas
$9.48M +$339K +4,013 +4%
GG
136
Greenwood Gearhart
Arkansas
$9.2M +$169K +1,997 +2%
CSIC
137
Clifford Swan Investment Counsel
California
$9.17M -$31.3K -370 -0.3%
ISL
138
Ingalls & Snyder LLC
New York
$9.17M +$281K +3,320 +3%
JFL
139
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.03M -$2.01M -23,803 -18%
BC
140
Brookfield Corp
Ontario, Canada
$8.89M +$8.89M +105,173 New
TTWM
141
TCV Trust & Wealth Management
Virginia
$8.84M +$375K +4,439 +4%
FWIA
142
Fort Washington Investment Advisors
Ohio
$8.51M -$207K -2,450 -2%
William Blair & Company
143
William Blair & Company
Illinois
$8.36M -$103K -1,215 -1%
TBC
144
Tweedy, Browne Co
Connecticut
$8.32M -$297K -3,508 -3%
PMG
145
ProVise Management Group
Florida
$8.19M +$623K +7,369 +8%
NW
146
NewEdge Wealth
Pennsylvania
$8.18M +$1.21M +14,333 +17%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$8.13M +$336K +3,971 +4%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$8.11M +$795K +9,410 +11%
FVWA
149
Foster Victor Wealth Advisors
South Carolina
$8.11M +$583K +6,968 +8%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$8.04M -$30.9K -366 -0.4%
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