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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 %
AI
176
Atria Investments
North Carolina
$5.95M -$397K -4,693 -6%
TCCM
177
Timber Creek Capital Management
Massachusetts
$5.88M -$33.6K -398 -0.6%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$5.86M -$2.32M -27,398 -28%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$5.84M +$790K +9,345 +16%
CNB
180
Camden National Bank
Maine
$5.76M +$146K +1,724 +3%
TCOV
181
Trust Company of Vermont
Vermont
$5.68M -$129K -1,521 -2%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$5.62M +$1.24M +14,666 +28%
PA
183
Pinnacle Associates
New York
$5.56M -$49.3K -583 -0.9%
EHC
184
Everett Harris & Co
California
$5.48M -$611K -7,229 -10%
FA
185
FDx Advisors
Illinois
$5.46M +$151K +1,784 +3%
DP
186
Dearborn Partners
Illinois
$5.37M -$2.2K -26 -0%
CSS
187
Cubist Systematic Strategies
Connecticut
$5.36M +$2.21M +26,138 +70%
PGFC
188
Peapack-Gladstone Financial Corp
New Jersey
$5.29M -$96.5K -1,142 -2%
Citadel Advisors
189
Citadel Advisors
Florida
$5.27M +$4.91M +58,105 +1,354%
OCM
190
Osterweis Capital Management
California
$5.1M +$1.86K +22 +0%
ZCA
191
Zeke Capital Advisors
Pennsylvania
$5.04M +$496K +5,868 +11%
EP
192
Edgestream Partners
New Jersey
$5.03M -$1.29M -15,253 -20%
FT
193
Fiduciary Trust
Massachusetts
$4.89M -$73.6K -870 -1%
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$4.84M +$252K +2,986 +6%
NCM
195
Narwhal Capital Management
Georgia
$4.68M +$80.8K +956 +2%
PSC
196
Prentiss Smith & Co
Vermont
$4.58M -$74.3K -879 -2%
ARMC
197
American Research & Management Company
Massachusetts
$4.36M -$69K -816 -2%
PP
198
Patten & Patten
Tennessee
$4.36M -$231K -2,738 -5%
BIC
199
Beach Investment Counsel
Pennsylvania
$4.36M -$284K -3,365 -6%
PPW
200
Parcion Private Wealth
Washington
$4.35M -$60.2K -701 -1%
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