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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 %
MML Investors Services
176
MML Investors Services
Massachusetts
$6.33M +$397K +4,528 +7%
GC
177
Guardian Capital
Ontario, Canada
$6.33M +$584K +6,651 +10%
EHC
178
Everett Harris & Co
California
$6.32M -$2.66M -30,307 -30%
LOPW
179
Live Oak Private Wealth
North Carolina
$6.31M +$227K +2,588 +4%
MGIA
180
Matthew Goff Investment Advisor
Texas
$6.2M +$877K +9,993 +16%
TCCM
181
Timber Creek Capital Management
Massachusetts
$6.14M +$8.34K +95 +0.1%
TCOV
182
Trust Company of Vermont
Vermont
$6.03M -$73.9K -842 -1%
LBA
183
Lowell Blake & Associates
Massachusetts
$5.97M -$149K -1,694 -2%
CNB
184
Camden National Bank
Maine
$5.83M +$25K +285 +0.4%
PA
185
Pinnacle Associates
New York
$5.82M -$24K -273 -0.4%
SC
186
Scotia Capital
Ontario, Canada
$5.81M -$315K -3,591 -5%
ANTB
187
AMG National Trust Bank
Colorado
$5.8M +$10.1K +115 +0.2%
BCI
188
Brinker Capital Investments
Pennsylvania
$5.8M +$257K +2,929 +5%
PGFC
189
Peapack-Gladstone Financial Corp
New Jersey
$5.59M -$1.05M -11,947 -16%
DP
190
Dearborn Partners
Illinois
$5.58M -$331K -3,767 -6%
FA
191
FDx Advisors
Illinois
$5.51M +$338K +3,847 +7%
Simplex Trading
192
Simplex Trading
Illinois
$5.44M -$4.9M -55,900 -47%
IHL
193
Investment House LLC
California
$5.42M -$436K -4,970 -7%
Pacer Advisors
194
Pacer Advisors
Pennsylvania
$5.3M +$833K +9,491 +19%
OCM
195
Osterweis Capital Management
California
$5.3M -$19.5K -222 -0.4%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$5.24M +$2.46K +28 +0%
FT
197
Fiduciary Trust
Massachusetts
$5.15M -$305K -3,473 -6%
PSC
198
Prentiss Smith & Co
Vermont
$4.83M -$146K -1,665 -3%
BIC
199
Beach Investment Counsel
Pennsylvania
$4.82M -$92.1K -1,050 -2%
NCM
200
Narwhal Capital Management
Georgia
$4.78M -$242K -2,757 -5%
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