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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 %
Brown Advisory
76
Brown Advisory
Maryland
$23.7M 222,810 -10,611 -5%
Optiver Holding
77
Optiver Holding
Netherlands
$23.3M 219,044 +8,766 +4%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$23.1M 216,679 -7,076 -3%
CI
79
Cambiar Investors
Colorado
$23.1M 216,656 +74,938 +53%
US Bancorp
80
US Bancorp
Minnesota
$23M 216,477 -47,599 -18%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$23M 214,962 +214,962 New
AssetMark Inc
82
AssetMark Inc
California
$22.8M 213,706 -4,991 -2%
FFB
83
First Financial Bankshares
Texas
$22.7M 213,034 -100,125 -32%
Stifel Financial
84
Stifel Financial
Missouri
$22.4M 210,743 -48,627 -19%
CCM
85
Causeway Capital Management
California
$21.5M 202,335 -37,133 -16%
Mariner
86
Mariner
Kansas
$21.1M 197,781 +5,359 +3%
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$20.4M 191,503 +10,739 +6%
GGI
88
Godsey & Gibb Inc
Virginia
$20.3M 190,918 -6,347 -3%
WIC
89
Wilkins Investment Counsel
Massachusetts
$20.1M 188,969 +1,232 +0.7%
KAS
90
Kestra Advisory Services
Texas
$20.1M 188,806 +153,096 +429%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$18.9M 178,000 +31,812 +22%
QCM
92
QRG Capital Management
Illinois
$18.9M 177,623 +9,091 +5%
DLA
93
Douglas Lane & Associates
New York
$18.9M 177,302 -2,662 -1%
JGUA
94
John G. Ullman & Associates
New York
$18.9M 177,248 -1,939 -1%
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$18.7M 175,483 -554,229 -76%
FGI
96
Foresight Global Investors
New York
$18.2M 171,296 -26,079 -13%
M&T Bank
97
M&T Bank
New York
$17.8M 167,591 -3,713 -2%
Neuberger Berman Group
98
Neuberger Berman Group
New York
$17.8M 167,424 -7,834 -4%
BCAM
99
Boston Common Asset Management
Massachusetts
$17.1M 160,804 -100 -0.1%
GD
100
Grandfield & Dodd
New York
$17.1M 160,542 +778 +0.5%
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4
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