Novartis AG
Hedge Funds Holdings

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Novartis AG‘s stocks are currently a part of 1096 hedge funds’ portfolios, which represents 9.19% of the total amount of its stocks outstanding. This makes up a total of 207.78M shares of Novartis AG. Compared to the previous quarter, the number fell by -1.45% or -3.05M shares fewer. As for the holding position changes, 36.95% (405) of current hedge fund investors increased the number of shares held, 36.68% (402) of current holders sold a part of the shares held, and 8.21% (90) closed the holdings completely. 83 hedge funds are new holders of Novartis AG stock in Q1 2022, it is 7.57% of total holders.

Hedge funds holding Novartis AG (Q2 2017 – Q1 2022)

Number of hedge funds
Q2 2017 911
Q3 2017 928
Q4 2017 996
Q1 2018 999
Q2 2018 976
Q3 2018 1,015
Q4 2018 1,074
Q1 2019 1,118
Q2 2019 1,081
Q3 2019 1,076
Q4 2019 1,152
Q1 2020 1,113
Q2 2020 1,108
Q3 2020 1,099
Q4 2020 1,156
Q1 2021 1,112
Q2 2021 1,100
Q3 2021 1,059
Q4 2021 1,120
Q1 2022 1,096

Hedge funds changes in Novartis AG positions (Q2 2017 – Q1 2022)

Changes in positions
Q2 2017 8830635858101
Q3 2017 7634233048132
Q4 2017 14433832872114
Q1 2018 8436836671110
Q2 2018 703413888592
Q3 2018 9236036049154
Q4 2018 14234039677119
Q1 2019 11341638858143
Q2 2019 6142639480120
Q3 2019 6935244271142
Q4 2019 15440538159153
Q1 2020 8541844911150
Q2 2020 8639741582128
Q3 2020 7734245376151
Q4 2020 14537742575134
Q1 2021 6941243510492
Q2 2021 7039640377154
Q3 2021 5236839781161
Q4 2021 14832646077109
Q1 2022 8340540290116

Hedge funds changes in Novartis AG stock options (Q2 2017 – Q1 2022)

Changes in stock options
Q2 2017 65,061,000 42,053,000
Q3 2017 41,347,000 25,275,000
Q4 2017 3,057,881,000 41,737,000
Q1 2018 80,230,000 44,150,000
Q2 2018 91,838,000 25,842,000
Q3 2018 82,970,000 58,241,000
Q4 2018 8,103,649,000 5,071,459,000
Q1 2019 146,281,000 88,116,000
Q2 2019 216,132,000 103,580,000
Q3 2019 142,970,000 132,712,000
Q4 2019 167,130,000 118,860,000
Q1 2020 1,137,660,000 3,089,403,000
Q2 2020 168,470,000 13,093,295,000
Q3 2020 318,168,066,472 2,155,108,465,000
Q4 2020 548,216,234,000 2,386,101,201,000
Q1 2021 252,139,525,000 788,066,627,000
Q2 2021 127,856,000 43,503,000
Q3 2021 371,758,000 81,773,000
Q4 2021 439,529,000 121,198,000
Q1 2022 197,196,000 109,702,000

Top 50 hedge fund holders of Novartis AG (NYSE:NVS)

Hedge fund Value Shares owned Portfolio share
DODGE & COX 1.59B 21.04M 1.212%
PRIMECAP MANAGEMENT CO/CA/ 1.32B 17.45M 1.284%
LOOMIS SAYLES & CO L P 1.13B 14.92M 2.299%
BANK OF AMERICA CORP /DE/ 548.57M 7.21M 0.066%
FRANKLIN RESOURCES INC 547.24M 7.19M 0.298%
DIMENSIONAL FUND ADVISORS LP 494.31M 6.50M 0.190%
MORGAN STANLEY 464.45M 6.11M 0.063%
WELLINGTON MANAGEMENT GROUP LLP Jean Hynes 386.70M 5.08M 0.082%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 344.13M 4.52M 0.123%
CULLEN CAPITAL MANAGEMENT, LLC 263.54M 3.46M 2.824%
JANUS HENDERSON GROUP PLC 253.81M 3.33M 0.190%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 241.85M 3.18M 0.342%
GOLDMAN SACHS GROUP INC 204.12M 2.68M 0.047%
NORTHERN TRUST CORP 199.68M 2.62M 0.046%
PRINCIPAL FINANCIAL GROUP INC 186.85M 2.45M 0.148%
UBS GROUP AG 178.09M 2.34M 0.078%
TWO SIGMA ADVISERS, LP 177.54M 2.33M 0.514%
WELLS FARGO & COMPANY/MN 176.12M 2.31M 0.057%
STATE STREET CORP 146.49M 1.92M 0.009%
MANNING & NAPIER GROUP, LLC 136.10M 1.79M 1.776%
BOSTON PARTNERS 135.13M 1.77M 0.198%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 123.8M 1.62M 0.183%
FMR LLC 109.13M 1.43M 0.011%
SCHARF INVESTMENTS, LLC 107.60M 1.41M 4.058%
BLACKROCK INC. Larry Fink 105.77M 1.39M 0.004%
NATIXIS ADVISORS, L.P. 105.02M 1.38M 0.444%
ENVESTNET ASSET MANAGEMENT INC 103.57M 1.36M 0.059%
TWO SIGMA INVESTMENTS, LP John Overdeck 91.06M 1.19M 0.309%
CHEVY CHASE TRUST HOLDINGS, LLC 88.74M 1.16M 0.379%
VOLORIDGE INVESTMENT MANAGEMENT, LLC 87.54M 1.15M 0.472%
CITADEL ADVISORS LLC Ken Griffin 86.87M 1.14M 0.020%
SANDERS CAPITAL, LLC 86.01M 1.13M 0.237%
FISHER ASSET MANAGEMENT, LLC 83.10M 1.09M 0.062%
CAPITAL RESEARCH GLOBAL INVESTORS 74.82M 984.40K 0.025%
TRUIST FINANCIAL CORP 73.44M 966.19K 0.141%
FIRST TRUST ADVISORS LP 67.03M 881.87K 0.087%
MARSHALL WACE, LLP Paul Marshall 66.33M 872.74K 0.145%
EARNEST PARTNERS LLC 66.25M 871.71K 0.445%
MACQUARIE GROUP LTD 60.85M 800.63K 0.075%
RAYMOND JAMES & ASSOCIATES 59.6M 784.11K 0.060%
MONDRIAN INVESTMENT PARTNERS LTD 56.97M 749.62K 1.247%
CITADEL ADVISORS LLC Ken Griffin 55.98M 736.6K 0.013%
NEUBERGER BERMAN GROUP LLC 55.58M 730.70K 0.058%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 52.37M 689.1K 0.013%
BRISTOL JOHN W & CO INC /NY/ 51.66M 679.66K 1.291%
BANK OF NEW YORK MELLON CORP 50.65M 666.44K 0.012%
POINT72 ASSET MANAGEMENT, L.P. Steven Cohen 49.38M 649.7K 0.197%
AMERIPRISE FINANCIAL INC 49.00M 644.68K 0.018%
ROYAL BANK OF CANADA 48.35M 636.16K 0.015%
SEI INVESTMENTS CO 45.62M 600.23K 0.102%