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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$1.91B 22,552,769 -5,291,440 -19%
Primecap Management
2
Primecap Management
California
$1.49B 17,604,080 -180,650 -1%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$1.31B 15,485,220 -1,821,967 -11%
Fisher Asset Management
4
Fisher Asset Management
Washington
$951M 11,246,080 +375,047 +3%
Franklin Resources
5
Franklin Resources
California
$633M 7,488,174 +258,830 +4%
Bank of America
6
Bank of America
North Carolina
$628M 7,424,251 -441,484 -6%
Morgan Stanley
7
Morgan Stanley
New York
$541M 6,398,786 +3,134,810 +96%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$510M 6,037,514 +1,680,152 +39%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$389M 4,605,522 +473,587 +11%
Boston Partners
10
Boston Partners
Massachusetts
$388M 4,584,318 -25,857 -0.6%
Charles Schwab
11
Charles Schwab
California
$376M 4,444,251 +45,038 +1%
Renaissance Technologies
12
Renaissance Technologies
New York
$320M 3,783,370 +402,200 +12%
CCM
13
Cullen Capital Management
New York
$284M 3,363,332 +68,061 +2%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$270M 3,189,284 -191,601 -6%
Northern Trust
15
Northern Trust
Illinois
$234M 2,767,794 -75,194 -3%
Goldman Sachs
16
Goldman Sachs
New York
$223M 2,635,332 -146,264 -5%
Wells Fargo
17
Wells Fargo
California
$222M 2,628,520 -456,224 -15%
UBS Group
18
UBS Group
Switzerland
$220M 2,606,288 -570,793 -18%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$218M 2,573,200 -363,500 -12%
Principal Financial Group
20
Principal Financial Group
Iowa
$192M 2,268,376 -24,731 -1%
State Street
21
State Street
Massachusetts
$167M 1,969,905 +7,145 +0.4%
MNG
22
Manning & Napier Group
New York
$152M 1,802,933 -33,047 -2%
Two Sigma Investments
23
Two Sigma Investments
New York
$136M 1,607,532 -324,422 -17%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$133M 1,569,193 -423,365 -21%
BlackRock
25
BlackRock
New York
$131M 1,545,282 -11,257 -0.7%
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