Novartis
NVS
1,137 hedge funds and large institutions have $18.3B invested in Novartis in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 412 increasing their positions, 415 reducing their positions, and 88 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
52% more call options, than puts
Call options by funds: $347M | Put options by funds: $228M
6% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 88
0.13% less ownership
Funds ownership: 8.68% → 8.55% (-0.13%)
1% less repeat investments, than reductions
Existing positions increased: 412 | Existing positions reduced: 415
1% less funds holding
Funds holding: 1,146 → 1,137 (-9)
1% less capital invested
Capital invested by funds: $18.5B → $18.3B (-$225M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sanders Capital
West Palm Beach,
Florida
|
+$98.4M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$87.5M |
| 3 |
Goldman Sachs
New York
|
+$51.4M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$45.3M |
| 5 |
CCM
Cullen Capital Management
New York
|
+$42.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$165M |
| 2 |
D.E. Shaw & Co
New York
|
-$116M |
| 3 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$112M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$86.7M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$50.8M |
NVS Hedge Fund Activity: Q1 2022 in Review
1,137 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q1 2022, worth a combined $18.3B — down 1.2% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new NVS positions and 88 closed out — a net gain of 5 holders — while 412 added to existing stakes and 415 trimmed.
The largest buyer was Sanders Capital, opening a new position worth an estimated $98.4M. The largest seller was Franklin Resources, cutting an estimated $165M.
- 1,137 institutional investors held Novartis (NVS) as of Q1 2022, down from 1,146 in Q4 2021.
- Funds reported $18.3B of Novartis stock for Q1 2022, down 1.2% quarter-over-quarter.
- 93 funds opened new Novartis positions in Q1 2022 and 88 closed out, a net change of +5 holders.
- The largest Novartis buyer in Q1 2022 was Sanders Capital, an estimated $98.4M added.
- The largest Novartis seller in Q1 2022 was Franklin Resources, an estimated $165M sold.
Based on aggregated 13F filings for Q1 2022.