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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 %
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$7.99M +$1.2M +14,190 +18%
AAIM
152
American Assets Investment Management
California
$7.91M – – –
WF
153
Welch & Forbes
Massachusetts
$7.62M -$55.9K -661 -0.7%
GF
154
Gabelli Funds
New York
$7.57M -$211K -2,500 -3%
BCM
155
Buckhead Capital Management
Georgia
$7.41M +$242K +2,861 +3%
Comerica Bank
156
Comerica Bank
Texas
$7.37M +$354K +4,112 +5%
MCM
157
Mengis Capital Management
Oregon
$7.26M -$11.4K -135 -0.2%
IHL
158
Investment House LLC
California
$7.25M +$2.02M +23,921 +39%
MJP
159
Michael J. Puzo
$7.14M -$167K -1,975 -2%
RG
160
Rathbones Group
United Kingdom
$7.09M -$531K -6,280 -7%
BBHC
161
Brown Brothers Harriman & Co
New York
$7.08M -$1.11M -13,094 -14%
CCM
162
Cohen Capital Management
California
$6.93M – – –
EI
163
Ethic Inc
New York
$6.92M +$389K +4,598 +6%
MGIA
164
Matthew Goff Investment Advisor
Texas
$6.77M +$802K +9,486 +13%
New York State Common Retirement Fund
165
New York State Common Retirement Fund
New York
$6.71M – – –
PAG
166
Private Advisor Group
New Jersey
$6.69M +$550K +6,502 +9%
FPTW
167
Franklin, Parlapiano, Turner & Welch
Texas
$6.66M +$79.1K +936 +1%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$6.59M +$2.7M +31,988 +70%
ZAM
169
Zevin Asset Management
Massachusetts
$6.45M +$19.3K +228 +0.3%
MML Investors Services
170
MML Investors Services
Massachusetts
$6.38M +$284K +3,355 +5%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$6.25M -$300K -3,554 -5%
LOPW
172
Live Oak Private Wealth
North Carolina
$6.23M +$147K +1,734 +2%
OCAM
173
Onex Canada Asset Management
Ontario, Canada
$6.1M -$690K -8,159 -10%
TG
174
TCW Group
California
$6.09M -$66.9K -791 -1%
EVM
175
Evelyn V. Moreno
$6.08M -$2.88M -34,018 -32%
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