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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 %
SC
176
Syon Capital
California
$6.21M 58,364 -277 -0.5%
RG
177
Rathbones Group
United Kingdom
$6.18M 58,060 -1,614 -3%
NAM
178
NorthCrest Asset Manangement
Minnesota
$6.08M 57,153 -143 -0.2%
JFL
179
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.04M 56,728 -4,585 -7%
BBHC
180
Brown Brothers Harriman & Co
New York
$5.95M 55,920 +7,823 +16%
NCM
181
Narwhal Capital Management
Georgia
$5.75M 53,967 +480 +0.9%
CFSG
182
Community Financial Services Group
Vermont
$5.64M 52,952 +3,292 +7%
WLPWM
183
Walled Lake Planning & Wealth Management
Illinois
$5.52M 51,890 -896 -2%
LNWWM
184
Laird Norton Wetherby Wealth Management
California
$5.47M 51,356 -384 -0.7%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$5.43M 51,040 -6,373 -11%
TCCM
186
Timber Creek Capital Management
Massachusetts
$5.43M 50,971 +2,607 +5%
GCM
187
Garland Capital Management
Washington
$5.32M 50,010 -735 -1%
SFM
188
Sphera Funds Management
Israel
$5.32M 50,000 – –
NW
189
Naviter Wealth
Arkansas
$5.31M 49,831 +2,473 +5%
FT
190
Fiduciary Trust
Massachusetts
$5.25M 49,357 -2,877 -6%
CIBC World Market
191
CIBC World Market
Ontario, Canada
$5.24M 49,257 -1,512 -3%
PSC
192
Prentiss Smith & Co
Vermont
$5.2M 48,813 -527 -1%
VOYA Investment Management
193
VOYA Investment Management
Georgia
$5.19M 48,735 +31,740 +187%
TCOV
194
Trust Company of Vermont
Vermont
$5.18M 48,678 -589 -1%
Deutsche Bank
195
Deutsche Bank
Germany
$5.17M 48,542 – –
LIP
196
Lighthouse Investment Partners
Florida
$5.14M 48,310 +48,310 New
PAI
197
Pittenger & Anderson Inc
Nebraska
$5.14M 48,270 – –
First Manhattan
198
First Manhattan
New York
$5.11M 48,032 -961 -2%
BWP
199
Baldwin Wealth Partners
Massachusetts
$5.06M 47,558 -1,516 -3%
GMA
200
Glassy Mountain Advisors
Maryland
$5.05M 47,409 +1,717 +4%
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