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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 %
William Blair & Company
151
William Blair & Company
Illinois
$8.64M 81,162 -823 -1%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$8.6M 80,817 -1,795 -2%
CCM
153
Cohen Capital Management
California
$8.53M 80,078 – –
LOPW
154
Live Oak Private Wealth
North Carolina
$8.44M 79,323 -1,072 -1%
ACM
155
Altrius Capital Management
North Carolina
$8.31M 78,060 +1,339 +2%
Connor, Clark & Lunn Investment Management (CC&L)
156
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.31M 78,057 +67,095 +612%
FPTW
157
Franklin, Parlapiano, Turner & Welch
Texas
$8.04M 75,477 -311 -0.4%
CNB
158
Camden National Bank
Maine
$8.03M 75,382 +10,290 +16%
SA
159
Sanctuary Advisors
Indiana
$7.91M 81,158 +81,158 New
TG
160
TCW Group
California
$7.88M 73,984 -985 -1%
CAM
161
Cresset Asset Management
Illinois
$7.42M 69,686 +9,407 +16%
VPIM
162
Vanguard Personalized Indexing Management
California
$7.32M 69,774 +11,355 +19%
Jones Financial Companies
163
Jones Financial Companies
Missouri
$7.28M 68,416 +24,775 +57%
WF
164
Welch & Forbes
Massachusetts
$7.16M 66,381 -2,713 -4%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$7.12M 66,880 +2,689 +4%
TNBTD
166
Trustmark National Bank Trust Department
Mississippi
$7.09M 66,632 +663 +1%
FIA
167
Foundations Investment Advisors
Arizona
$6.79M 63,815 +14,581 +30%
CCB
168
Country Club Bank
Missouri
$6.67M 62,559 -679 -1%
DP
169
Dearborn Partners
Illinois
$6.63M 62,315 – –
GCM
170
Graham Capital Management
Connecticut
$6.62M 62,225 +40,542 +187%
SW
171
Simplicity Wealth
New Jersey
$6.55M 61,569 +6,855 +13%
BS
172
Banco Santander
Spain
$6.37M 59,819 -1,650 -3%
PA
173
Pinnacle Associates
New York
$6.28M 58,950 -1,142 -2%
BFG
174
Bleakley Financial Group
New Jersey
$6.25M 58,721 +3,990 +7%
AI
175
Atom Investors
Texas
$6.22M 58,416 -2,099 -3%
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