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 %
Adage Capital Partners
1301
Adage Capital Partners
Massachusetts
– – -323,549 Closed
CSS
1302
Cubist Systematic Strategies
Connecticut
– – -142,265 Closed
RCYC
1303
Richard C. Young & Co
Rhode Island
– – -131,600 Closed
Marshall Wace
1304
Marshall Wace
United Kingdom
– – -131,247 Closed
WP
1305
Woodline Partners
California
– – -105,656 Closed
Voloridge Investment Management
1306
Voloridge Investment Management
Florida
– – -82,943 Closed
CIM
1307
Corda Investment Management
Texas
– – -77,038 Closed
Squarepoint
1308
Squarepoint
New York
– – -62,752 Closed
Aberdeen Group
1309
Aberdeen Group
United Kingdom
– – -38,071 Closed
FC
1310
FORA Capital
Florida
– – -30,681 Closed
BL
1311
Balentine LLC
Georgia
– – -28,257 Closed
YIH
1312
Y-Intercept (HK)
Hong Kong
– – -24,856 Closed
Alyeska Investment Group
1313
Alyeska Investment Group
Illinois
– – -20,321 Closed
MAV
1314
Mason & Associates (Virginia)
Virginia
– – -19,954 Closed
ACS
1315
Archford Capital Strategies
Illinois
– – -14,073 Closed
LNC
1316
Lincoln National Corp
Pennsylvania
– – -10,302 Closed
QIM
1317
Quantitative Investment Management
Virginia
– – -7,557 Closed
HT
1318
Headlands Technologies
Illinois
– – -6,687 Closed
CW
1319
CreativeOne Wealth
Kansas
– – -6,239 Closed
PFM
1320
Privium Fund Management
Netherlands
– – -6,000 Closed
JWS
1321
Juncture Wealth Strategies
Arizona
– – -5,900 Closed
MWA
1322
Monograph Wealth Advisors
California
– – -5,000 Closed
GCM
1323
Genus Capital Management
British Columbia, Canada
– – -4,771 Closed
FA
1324
FDx Advisors
Illinois
– – -4,694 Closed
SIA
1325
Sit Investment Associates
Minnesota
– – -4,450 Closed
51 52
53
54 55