Novartis
NVS
1,142 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, 349 increasing their positions, 446 reducing their positions, and 75 closing their positions.
50% more call options, than puts
Call options by funds: $322M | Put options by funds: $215M
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
19% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 75
0% more funds holding
Funds holding: 1,138 → 1,142 (+4)
0.29% less ownership
Funds ownership: 9.31% → 9.02% (-0.29%)
22% less repeat investments, than reductions
Existing positions increased: 349 | Existing positions reduced: 446
32% less capital inflows, than outflows
Capital inflows: $998M | Capital outflows: $1.47B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$275M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$147M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$41.5M |
| 4 |
JP Morgan Chase
New York
|
+$39M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$464M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$160M |
| 3 |
Lazard Asset Management
New York
|
-$97.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$67.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$50.1M |
NVS Hedge Fund Activity: Q2 2022 in Review
1,142 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q2 2022, worth a combined $16.9B — down 7.6% from $18.3B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new NVS positions and 75 closed out — a net gain of 14 holders — while 349 added to existing stakes and 446 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $275M. The largest seller was Dodge & Cox, cutting an estimated $464M.
- 1,142 institutional investors held Novartis (NVS) as of Q2 2022, up from 1,138 in Q1 2022.
- Funds reported $16.9B of Novartis stock for Q2 2022, down 7.6% quarter-over-quarter.
- 89 funds opened new Novartis positions in Q2 2022 and 75 closed out, a net change of +14 holders.
- The largest Novartis buyer in Q2 2022 was Morgan Stanley, an estimated $275M added.
- The largest Novartis seller in Q2 2022 was Dodge & Cox, an estimated $464M sold.
Based on aggregated 13F filings for Q2 2022.