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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 %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$11.7M 109,656 +3,121 +3%
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$11.5M 107,681 +24,954 +30%
Osaic Holdings
128
Osaic Holdings
Arizona
$11.4M 107,431 +16,095 +18%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$11.3M 105,867 -5,586 -5%
NA
130
NewEdge Advisors
Louisiana
$11.2M 105,157 -284,568 -73%
Jane Street
131
Jane Street
New York
$11.1M 104,237 +70,185 +206%
BG
132
Bahl & Gaynor
Ohio
$10.9M 102,195 -815 -0.8%
EPAM
133
Euro Pacific Asset Management
Puerto Rico
$10.5M 98,409 -957 -1%
Federated Hermes
134
Federated Hermes
Pennsylvania
$10.4M 97,936 -12,266 -11%
New York State Common Retirement Fund
135
New York State Common Retirement Fund
New York
$10.2M 95,710 -13,165 -12%
RWM
136
Ritholtz Wealth Management
New York
$10.1M 95,056 +1,015 +1%
AAIM
137
American Assets Investment Management
California
$9.97M 93,610 – –
Manulife (Manufacturers Life Insurance)
138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.56M 89,758 -30 -0%
ZAM
139
Zevin Asset Management
Massachusetts
$9.42M 88,442 -2,296 -3%
SIM
140
Seaview Investment Managers
Florida
$9.41M 88,425 -487 -0.5%
CSIC
141
Clifford Swan Investment Counsel
California
$9.37M 87,987 -415 -0.5%
MGIA
142
Matthew Goff Investment Advisor
Texas
$9.36M 87,903 +3,320 +4%
TBC
143
Tweedy, Browne Co
Connecticut
$9.33M 87,606 -1,840 -2%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$9.29M 87,284 +5,644 +7%
GF
145
Gabelli Funds
New York
$9.05M 85,000 -1,000 -1%
TBA
146
Tower Bridge Advisors
Pennsylvania
$8.87M 83,362 -1,606 -2%
UCFA
147
United Capital Financial Advisors
Texas
$8.79M 82,556 +3,545 +4%
IHL
148
Investment House LLC
California
$8.78M 82,429 +350 +0.4%
MCM
149
Mengis Capital Management
Oregon
$8.69M 81,605 -2,188 -3%
OCM
150
Osterweis Capital Management
California
– – – –
4 5
6
7 8