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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 %
FPCG
251
Fort Pitt Capital Group
Pennsylvania
$3.49M 32,810 +1,079 +3%
OC
252
Oppenheimer & Co
New York
$3.48M 32,706 +1,768 +6%
CTA
253
Chesley Taft & Associates
Illinois
$3.45M 32,402 -310 -0.9%
NIM
254
Northeast Investment Management
Massachusetts
$3.42M 32,153 +6,223 +24%
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$3.34M 31,387 -4,077 -11%
GVAG
256
Great Valley Advisor Group
Delaware
$3.34M 31,343 +31,343 New
BCI
257
Brinker Capital Investments
Pennsylvania
$3.34M 31,344 +1,976 +7%
OPS
258
Orion Portfolio Solutions
Nebraska
$3.34M 31,344 +1,976 +7%
KFS
259
Kurt F. Somerville
$3.32M 31,225 -22,259 -42%
AP
260
Arlington Partners
Alabama
$3.32M 31,152 +1,503 +5%
TC
261
TownSquare Capital
Utah
$3.29M 30,893 +5,545 +22%
WA
262
Wambolt & Associates
Colorado
$3.22M 30,190 +1,965 +7%
Acadian Asset Management
263
Acadian Asset Management
Massachusetts
$3.19M 29,994 +16,335 +120%
AW
264
Apricus Wealth
South Carolina
$3.18M 29,916 -1,105 -4%
ANTB
265
AMG National Trust Bank
Colorado
$3.14M 29,487 -335 -1%
BFS
266
Bradley Foster & Sargent
Connecticut
$3.13M 29,378 -419 -1%
CL
267
Choreo LLC
Illinois
$3.07M 28,820 +21,335 +285%
MC
268
Moors & Cabot
Massachusetts
$3.07M 28,809 -183 -0.6%
FBC
269
Fairfield, Bush & Co
Connecticut
$3.05M 28,617 -192 -0.7%
NGA
270
Naples Global Advisors
Florida
$3M 28,139 -296 -1%
MFFIA
271
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.99M 28,130 – –
Prudential Financial
272
Prudential Financial
New Jersey
$2.97M 27,925 +10,214 +58%
CWG
273
Cornerstone Wealth Group
North Carolina
$2.97M 27,918 +475 +2%
AP
274
Americana Partners
Texas
$2.97M 27,889 +318 +1%
CGH
275
Crossmark Global Holdings
Texas
$2.96M 27,793 +349 +1%
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