NVS icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$2.44B 27,844,209 -405,331 -1%
Primecap Management
2
Primecap Management
California
$1.56B 17,784,730 -380,860 -2%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$1.52B 17,307,187 -586,379 -3%
Fisher Asset Management
4
Fisher Asset Management
Washington
$954M 10,871,033 +486,367 +5%
Bank of America
5
Bank of America
North Carolina
$690M 7,865,735 +77,437 +1%
Franklin Resources
6
Franklin Resources
California
$634M 7,229,344 -1,911,463 -21%
Boston Partners
7
Boston Partners
Massachusetts
$405M 4,610,175 -67,228 -1%
Charles Schwab
8
Charles Schwab
California
$386M 4,399,213 +193,519 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$382M 4,357,362 +487,226 +13%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$363M 4,131,935 +35,483 +0.9%
Renaissance Technologies
11
Renaissance Technologies
New York
$297M 3,381,170 -346,400 -9%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$297M 3,380,885 -178,294 -5%
CCM
13
Cullen Capital Management
New York
$289M 3,295,271 +492,643 +18%
Morgan Stanley
14
Morgan Stanley
New York
$286M 3,263,976 -219,673 -6%
UBS Group
15
UBS Group
Switzerland
$279M 3,177,081 -1,001,819 -24%
Wells Fargo
16
Wells Fargo
California
$271M 3,084,744 -81,300 -3%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$258M 2,936,700 +67,000 +2%
PPA
18
Parametric Portfolio Associates
Washington
$251M 2,854,907 +331,574 +13%
Northern Trust
19
Northern Trust
Illinois
$249M 2,842,988 -265,285 -9%
Goldman Sachs
20
Goldman Sachs
New York
$244M 2,781,596 +594,194 +27%
Principal Financial Group
21
Principal Financial Group
Iowa
$201M 2,293,107 +14,914 +0.7%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$175M 1,992,558 +1,010,806 +103%
State Street
23
State Street
Massachusetts
$172M 1,962,760 +8,060 +0.4%
Two Sigma Investments
24
Two Sigma Investments
New York
$170M 1,931,954 +133,629 +7%
MNG
25
Manning & Napier Group
New York
$161M 1,835,980 -92,246 -5%
1
2 3 4 5