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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 %
MIS
51
Morningstar Investment Services
Illinois
$40M 374,998 +4,004 +1%
Pacer Advisors
52
Pacer Advisors
Pennsylvania
$39.9M 375,068 -18,268 -5%
NW
53
NewEdge Wealth
Pennsylvania
$38.8M 364,060 +9,050 +3%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$37.7M 354,449 +16,492 +5%
Creative Planning
55
Creative Planning
Kansas
$35.3M 331,465 +14,858 +5%
SC
56
Saturna Capital
Washington
$34.7M 326,413 -1,471 -0.4%
WFMPM
57
Woodley Farra Manion Portfolio Management
Indiana
$34M 319,379 +4,820 +2%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$33.8M 317,814 -87,017 -21%
IHAM
59
Integral Health Asset Management
New York
$31.9M 300,000 +75,000 +33%
HighTower Advisors
60
HighTower Advisors
Illinois
$31.5M 295,848 -405 -0.1%
OAM
61
Oppenheimer Asset Management
New York
$30.9M 290,113 +31,180 +12%
VanEck Associates
62
VanEck Associates
New York
$30.5M 286,590 +16,150 +6%
Cerity Partners
63
Cerity Partners
New York
$28.7M 269,256 -17,920 -6%
FCI
64
Financial Counselors Inc
Kansas
$27.7M 260,188 +3,650 +1%
Citigroup
65
Citigroup
New York
$26.8M 251,536 -664,628 -73%
GHA
66
GW Henssler & Associates
Georgia
$26.5M 249,225 +599 +0.2%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$26.5M 248,911 -3,850 -2%
Citadel Advisors
68
Citadel Advisors
Florida
$26.2M 246,561 -315,524 -56%
OMC
69
Old Mission Capital
Illinois
$26.1M 244,976 +234,511 +2,241%
MAP
70
Managed Asset Portfolios
Michigan
$26.1M 244,810 -14,212 -5%
Invesco
71
Invesco
Georgia
$25.9M 242,881 +158 +0.1%
TRSOTSOK
72
Teachers Retirement System of the State of Kentucky
Kentucky
$24.5M 229,800 +57,000 +33%
MIM
73
Martin Investment Management
Florida
$24.4M 228,936 -7,864 -3%
BIP
74
Brandes Investment Partners
California
$23.9M 224,224 +10,297 +5%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$23.7M 223,037 -12,740 -5%
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