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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 %
Chevy Chase Trust
26
Chevy Chase Trust
Maryland
$118M 1,112,491 +267,490 +32%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$97.1M 912,527 -14,128 -2%
Capital Research Global Investors
28
Capital Research Global Investors
California
$96.3M 904,128 -6 -0%
EARNEST Partners
29
EARNEST Partners
Georgia
$86.2M 809,287 -26,264 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
30
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$83M 779,681 -166,195 -18%
Truist Financial
31
Truist Financial
North Carolina
$79.9M 750,405 -5,657 -0.7%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$70.7M 657,903 +509,567 +344%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$68M 638,645 +40,697 +7%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$67.1M 630,711 +185,510 +42%
JWBC
35
John W. Bristol & Co
New York
$66.5M 624,923 -13,635 -2%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$64.6M 606,890 +606,890 New
Corient Private Wealth
37
Corient Private Wealth
Florida
$61.8M 580,733 -5,055 -0.9%
SEI Investments
38
SEI Investments
Pennsylvania
$60.7M 569,952 -2,937 -0.5%
RJA
39
Raymond James & Associates
Florida
$57.1M 536,607 +6,767 +1%
HPG
40
Harvest Portfolios Group
Ontario, Canada
$55.1M 517,939 +32,968 +7%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$52.8M 488,873 -6,807 -1%
American Century Companies
42
American Century Companies
Missouri
$52.4M 492,244 +827 +0.2%
DADC
43
D.A. Davidson & Co
Montana
$52.4M 492,082 -1,220 -0.2%
CCMG
44
Clark Capital Management Group
Pennsylvania
$52.3M 491,609 +491,609 New
First Trust Advisors
45
First Trust Advisors
Illinois
$49.8M 467,516 -161,731 -26%
Ameriprise
46
Ameriprise
Minnesota
$47.7M 447,674 +18,132 +4%
GAM
47
Groupama Asset Management
France
$45M 421,236 +25,641 +6%
LPL Financial
48
LPL Financial
California
$42.8M 402,094 +41,046 +11%
TAM
49
Todd Asset Management
Kentucky
$42.2M 396,711 +100,465 +34%
TH
50
TCTC Holdings
Texas
$42.1M 395,520 -2,781 -0.7%
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