NVS icon

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 %
Two Sigma Investments
101
Two Sigma Investments
New York
$16.7M 156,412 -4,997 -3%
BFM
102
Boothbay Fund Management
New York
$16.3M 153,043 -122,931 -45%
OA
103
Oak Associates
Ohio
$16.1M 151,507 -651 -0.4%
Macquarie Group
104
Macquarie Group
Australia
$15.1M 141,577 -240,209 -63%
FFIC
105
First Fiduciary Investment Counsel
Ohio
$15.1M 141,572 +508 +0.4%
MNA
106
Manning & Napier Advisors
New York
$15M 141,314 +141,314 New
EI
107
Ethic Inc
New York
$15M 140,957 +8,210 +6%
PC
108
Promethos Capital
Massachusetts
$15M 141,076 +28,991 +26%
Charles Schwab
109
Charles Schwab
California
$14.7M 138,266 +17,662 +15%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$14.5M 153,055 +5,285 +4%
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$14.4M 135,273 -5,839 -4%
EWA
112
Exencial Wealth Advisors
Oklahoma
$14M 131,888 -9,209 -7%
FVWA
113
Foster Victor Wealth Advisors
South Carolina
$14M 126,477 +1,589 +1%
EIA
114
Edgemoor Investment Advisors
Maryland
$13.8M 129,969 -3,908 -3%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$13.8M 129,315 +2,534 +2%
PMG
116
ProVise Management Group
Florida
$13.7M 128,553 +1,163 +0.9%
BCWM
117
Bartlett & Co Wealth Management
Ohio
$13M 121,676 -17,402 -13%
NPT
118
Nixon Peabody Trust
Massachusetts
$12.8M 120,476 -4,812 -4%
ECM
119
ExodusPoint Capital Management
New York
$12.8M 120,170 +120,170 New
MML Investors Services
120
MML Investors Services
Massachusetts
$12.6M 118,438 -1,018 -0.9%
RMCM
121
Reynders McVeigh Capital Management
Massachusetts
$12.2M 114,342 -6,878 -6%
ISL
122
Ingalls & Snyder LLC
New York
$12.2M 114,225 +1,960 +2%
QCM
123
Quantinno Capital Management
New York
$11.9M 111,579 +42,312 +61%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$11.8M 110,523 -38,218 -26%
TAM
125
Tocqueville Asset Management
New York
$11.7M 110,276 +1,737 +2%
3 4
5
6 7