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Novartis
NVS

Overview Fund Activity

1,300 hedge funds and large institutions have $14.7B invested in Novartis in 2024 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 424 increasing their positions, 485 reducing their positions, and 63 closing their positions.

Holders
1,300
Holders Change
+53
Holders Change %
+4.25%
% of All Funds
18.91%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
132
Increased
424
Reduced
485
Closed
63
Calls
$219M
Puts
$246M
Net Calls
-$26.9M
Net Calls Change
-$21.8M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$789M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$203M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$64.6M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$70.7M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$52.3M

Top Sellers

1
MIP
1
Mondrian Investment Partners
United Kingdom
$142M
2
Citigroup
2
Citigroup
New York
$26.8M
3
MF
3
Magnetar Financial
Illinois
$139M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$18.7M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$210K
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
226
Monte Financial Group
Connecticut
$4.05M 37,999 +37,999 New
RhumbLine Advisers
227
RhumbLine Advisers
Massachusetts
$4.03M 37,810 +499 +1%
NPA
228
Nichols & Pratt Advisers
Massachusetts
$4.02M 37,802 -5,494 -13%
PA
229
Perennial Advisors
New York
$4.02M 37,743 +2,069 +6%
MCM
230
MAI Capital Management
Ohio
$3.91M 36,757 +3,867 +12%
HTC
231
Haverford Trust Company
Pennsylvania
$3.9M 36,677 -1,166 -3%
AAM
232
Azzad Asset Management
Virginia
$3.87M 36,383 +16,099 +79%
Focus Partners Wealth
233
Focus Partners Wealth
Massachusetts
$3.87M 36,384 +6,211 +21%
OCAM
234
Onex Canada Asset Management
Ontario, Canada
$3.8M 35,733 -8,000 -18%
ATC
235
Argent Trust Co
Tennessee
$3.79M 35,575 +1,574 +5%
PCA
236
Providence Capital Advisors
North Carolina
$3.78M 35,533 +416 +1%
Boston Partners
237
Boston Partners
Massachusetts
$3.78M 35,467 +17,450 +97%
YCM
238
Yousif Capital Management
Michigan
$3.76M 35,302 -4,116 -10%
CIA
239
Choate Investment Advisors
Massachusetts
$3.75M 35,197 -510 -1%
ASN
240
Advisory Services Network
Georgia
$3.73M 35,051 -2,070 -6%
WA
241
WealthTrust Axiom
Pennsylvania
$3.73M 35,045 +911 +3%
FWIA
242
Fort Washington Investment Advisors
Ohio
$3.69M 34,625 -60,692 -64%
PP
243
Patten & Patten
Tennessee
$3.68M 34,580 -920 -3%
DC
244
Davenport & Co
Virginia
$3.67M 34,493 +148 +0.4%
PAS
245
Park Avenue Securities
New York
$3.67M 34,482 +6,862 +25%
BIC
246
Beach Investment Counsel
Pennsylvania
$3.64M 34,172 -3,813 -10%
GSWM
247
Greenup Street Wealth Management
Michigan
$3.61M 33,868 +33,868 New
Balyasny Asset Management
248
Balyasny Asset Management
Illinois
$3.6M 33,770 +21,496 +175%
NB
249
NBT Bank
New York
$3.53M 33,150 +7,147 +27%
CG
250
Caprock Group
Idaho
$3.5M 32,889 +16,153 +97%
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