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Novartis
NVS

Overview Fund Activity

1,247 hedge funds and large institutions have $13.6B invested in Novartis in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 424 increasing their positions, 471 reducing their positions, and 92 closing their positions.

Holders
1,247
Holders Change
-20
Holders Change %
-1.58%
% of All Funds
18.08%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
88
Increased
424
Reduced
471
Closed
92
Calls
$143M
Puts
$148M
Net Calls
-$5.16M
Net Calls Change
-$19.2M

Top Buyers

1
CCM
1
Cullen Capital Management
New York
$283M
2
Citigroup
2
Citigroup
New York
$88.6M
3
MF
3
Magnetar Financial
Illinois
$184M
4
MIP
4
Mondrian Investment Partners
United Kingdom
$200M
5
GAM
5
Groupama Asset Management
France
$38.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$702M
2
Dodge & Cox
2
Dodge & Cox
California
$1.2B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$1.97M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$91.5M
5
Primecap Management
5
Primecap Management
California
$1.2B
Name Market Value Shares Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$91.5M 945,876 -581,499 -38%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$89.6M 926,655 -4,472 -0.5%
Citigroup
28
Citigroup
New York
$88.6M 916,164 +676,034 +282%
Capital Research Global Investors
29
Capital Research Global Investors
California
$87.5M 904,134 +412 +0%
Chevy Chase Trust
30
Chevy Chase Trust
Maryland
$81.7M 845,001 +29,197 +4%
EARNEST Partners
31
EARNEST Partners
Georgia
$80.8M 835,551 +21,535 +3%
Truist Financial
32
Truist Financial
North Carolina
$73.1M 756,062 -74,303 -9%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$70.6M 729,712 +385,402 +112%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$63.3M 654,346 +29,491 +5%
JWBC
35
John W. Bristol & Co
New York
$61.8M 638,558 -4,197 -0.7%
First Trust Advisors
36
First Trust Advisors
Illinois
$60.9M 629,247 -49,427 -7%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$57.8M 597,948 +8,587 +1%
Corient Private Wealth
38
Corient Private Wealth
Florida
$56.7M 585,788 -1,775 -0.3%
SEI Investments
39
SEI Investments
Pennsylvania
$55.4M 572,889 -37,859 -6%
Citadel Advisors
40
Citadel Advisors
Florida
$54.4M 562,085 +122,030 +28%
RJA
41
Raymond James & Associates
Florida
$51.3M 529,840 +11,435 +2%
DADC
42
D.A. Davidson & Co
Montana
$47.7M 493,302 +6,225 +1%
American Century Companies
43
American Century Companies
Missouri
$47.5M 491,417 +55,720 +13%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$47.5M 495,680 -129,925 -21%
HPG
45
Harvest Portfolios Group
Ontario, Canada
$46.9M 484,971 -36,361 -7%
Aristotle Capital Management
46
Aristotle Capital Management
California
$43.2M 446,389 -145,946 -25%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$43.1M 445,201 +389,298 +696%
Ameriprise
48
Ameriprise
Minnesota
$41.6M 429,542 +64,829 +18%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$39.2M 404,831 +54,370 +16%
TH
50
TCTC Holdings
Texas
$38.5M 398,301 -568 -0.1%
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