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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 %
PP
201
Patten & Patten
Tennessee
$4.77M -$12K -137 -0.3%
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$4.76M -$9.3K -106 -0.2%
ZCA
203
Zeke Capital Advisors
Pennsylvania
$4.72M +$495K +5,641 +12%
ARMC
204
American Research & Management Company
Massachusetts
$4.6M -$223K -2,542 -5%
SC
205
Sepio Capital
Utah
$4.56M -$500K -5,703 -10%
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$4.55M +$1.78M +20,301 +64%
PPW
207
Parcion Private Wealth
Washington
$4.51M -$503K -5,729 -10%
GCA
208
Guardian Capital Advisors
Ontario, Canada
$4.41M +$389K +4,200 +10%
AIA
209
Avalon Investment & Advisory
Texas
$4.39M +$1.1M +12,548 +33%
CAM
210
Carret Asset Management
New York
$4.31M +$41.7K +475 +1%
MVIP
211
Mar Vista Investment Partners
California
$4.21M +$484K +5,511 +13%
WT
212
Whittier Trust
California
$4.2M -$109K -1,245 -3%
GCM
213
Garland Capital Management
Washington
$4.18M +$15.4K +175 +0.4%
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$4.16M -$47.9K -546 -1%
WLPWM
215
Walled Lake Planning & Wealth Management
Illinois
$4.12M +$4.12M +46,977 New
FHB
216
First Hawaiian Bank
Hawaii
$4.12M -$84K -957 -2%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$4.03M +$4.03M +45,915 New
NPT
218
Nixon Peabody Trust
Massachusetts
$4.02M -$519K -5,912 -11%
LNWWM
219
Laird Norton Wetherby Wealth Management
California
$4.01M +$125K +1,424 +3%
ASN
220
Advisory Services Network
Georgia
$3.96M +$726K +8,271 +22%
CCM
221
Cinctive Capital Management
New York
$3.95M +$3.95M +45,000 New
PHS
222
Pekin Hardy Strauss
Illinois
$3.91M -$265K -3,023 -6%
CCB
223
Country Club Bank
Missouri
$3.9M +$3.9M +44,319 New
WIC
224
Woodmont Investment Counsel
Tennessee
$3.89M +$917K +10,447 +31%
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$3.88M +$3.88M +44,213 New
7 8
9
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