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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
Morgan Stanley
New York
$541M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$510M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$389M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56M
5
Capital World Investors
Capital World Investors
California
$80.2M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$1.91B
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.31B
3
Lazard Asset Management
Lazard Asset Management
New York
$978K
4
Ameriprise
Ameriprise
Minnesota
$60.1M
5
UBS Group
UBS Group
Switzerland
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
201
Advisory Services Network
Georgia
$4.16M +$347K +4,108 +9%
SC
202
Sepio Capital
Utah
$4.15M -$243K -2,870 -6%
GCM
203
Garland Capital Management
Washington
$4.15M +$124K +1,465 +3%
ACM
204
Altrius Capital Management
North Carolina
$4.14M +$4.14M +49,029 New
CAM
205
Carret Asset Management
New York
$4.12M -$32.1K -380 -0.8%
Connor, Clark & Lunn Investment Management (CC&L)
206
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.1M +$4.1M +48,439 New
WLPWM
207
Walled Lake Planning & Wealth Management
Illinois
$4.09M +$122K +1,447 +3%
WT
208
Whittier Trust
California
$4.09M +$39.3K +465 +1%
MVIP
209
Mar Vista Investment Partners
California
$4.06M – – –
AIA
210
Avalon Investment & Advisory
Texas
$4.05M -$177K -2,098 -4%
LNWWM
211
Laird Norton Wetherby Wealth Management
California
$3.99M +$125K +1,483 +3%
AAM
212
Azzad Asset Management
Virginia
$3.99M +$1.34M +15,668 +51%
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$3.99M -$26.8K -317 -0.7%
CCM
214
Cinctive Capital Management
New York
$3.99M +$181K +2,144 +5%
Allianz Asset Management
215
Allianz Asset Management
Germany
$3.92M -$6.24M -73,785 -61%
WIC
216
Woodmont Investment Counsel
Tennessee
$3.89M +$141K +1,667 +4%
GCA
217
Guardian Capital Advisors
Ontario, Canada
$3.88M -$49.2K -595 -1%
PHS
218
Pekin Hardy Strauss
Illinois
$3.82M +$54.9K +650 +1%
LBA
219
Lowell Blake & Associates
Massachusetts
$3.82M -$1.94M -22,947 -34%
NME
220
Notis-McConarty Edward
$3.73M +$12.3K +145 +0.3%
SAM
221
Smithbridge Asset Management
Pennsylvania
$3.71M +$42.3K +500 +1%
UCFA
222
United Capital Financial Advisors
Texas
$3.6M +$131K +1,550 +4%
CCA
223
Catalyst Capital Advisors
New York
$3.6M – – –
SC
224
Scotia Capital
Ontario, Canada
$3.58M -$2.01M -23,762 -36%
CCMINC
225
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.58M +$21.1K +250 +0.6%
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