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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 %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$8.09M +$286K +3,262 +4%
GF
152
Gabelli Funds
New York
$8.07M – – –
WF
153
Welch & Forbes
Massachusetts
$7.96M -$64K -729 -0.8%
RG
154
Rathbones Group
United Kingdom
$7.91M -$259K -2,951 -3%
PMG
155
ProVise Management Group
Florida
$7.86M +$149K +1,693 +2%
Russell Investments Group
156
Russell Investments Group
United Kingdom
$7.7M -$250K -2,844 -3%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$7.59M +$144K +1,645 +2%
MJP
158
Michael J. Puzo
$7.59M -$273K -3,110 -3%
MCM
159
Mengis Capital Management
Oregon
$7.55M +$84.9K +967 +1%
Comerica Bank
160
Comerica Bank
Texas
$7.44M +$322K +3,532 +5%
BCM
161
Buckhead Capital Management
Georgia
$7.44M -$6.93K -79 -0.1%
FCH
162
Freestone Capital Holdings
Washington
$7.28M +$951K +10,834 +15%
NW
163
NewEdge Wealth
Pennsylvania
$7.24M +$798K +9,094 +12%
CCM
164
Cohen Capital Management
California
$7.2M – – –
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$7.05M +$2.14M +24,334 +43%
OCAM
166
Onex Canada Asset Management
Ontario, Canada
$7.05M -$153K -1,738 -2%
New York State Common Retirement Fund
167
New York State Common Retirement Fund
New York
$6.96M – – –
FPTW
168
Franklin, Parlapiano, Turner & Welch
Texas
$6.83M +$350K +3,986 +5%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$6.8M -$69.1K -787 -1%
EI
170
Ethic Inc
New York
$6.78M +$3.25M +37,008 +92%
ZAM
171
Zevin Asset Management
Massachusetts
$6.68M +$1.27M +14,489 +24%
AI
172
Atria Investments
North Carolina
$6.59M -$133K -1,520 -2%
EP
173
Edgestream Partners
New Jersey
$6.56M +$6.56M +74,732 New
TG
174
TCW Group
California
$6.39M -$3.34K -38 -0.1%
PAG
175
Private Advisor Group
New Jersey
$6.37M +$292K +3,333 +5%
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