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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 %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$5.01M 47,066 -13,559 -22%
WT
202
Whittier Trust
California
$5M 46,942 -883 -2%
CCMINC
203
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.99M 46,875 +1,156 +3%
MPM
204
Meritage Portfolio Management
Kansas
$4.92M 46,255 +46,255 New
SAM
205
Smithbridge Asset Management
Pennsylvania
$4.92M 46,230 +351 +0.8%
BPA
206
Beacon Pointe Advisors
California
$4.89M 45,923 +1,209 +3%
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$4.88M 45,873 +255 +0.6%
AI
208
Atria Investments
North Carolina
$4.88M 45,849 -2,632 -5%
SPIA
209
Steward Partners Investment Advisory
New York
$4.86M 45,675 +1,081 +2%
AOI
210
Auto-Owners Insurance
Michigan
$4.81M 45,143 – –
HJIM
211
Henry James International Management
New York
$4.76M 44,736 +9,003 +25%
SC
212
Scotia Capital
Ontario, Canada
$4.6M 43,207 +2,154 +5%
ACM
213
Advisors Capital Management
New Jersey
$4.55M 42,736 +3,816 +10%
KeyBank National Association
214
KeyBank National Association
Ohio
$4.48M 42,062 +1,161 +3%
CAM
215
Carret Asset Management
New York
$4.37M 41,034 -120 -0.3%
HKIM
216
Hayek Kallen Investment Management
Alabama
$4.33M 40,695 -270 -0.7%
Fayez Sarofim & Co
217
Fayez Sarofim & Co
Texas
$4.26M 39,990 -9,410 -19%
GT
218
Glenmede Trust
Pennsylvania
$4.22M 39,618 +146 +0.4%
DS
219
DRW Securities
Illinois
$4.19M 39,405 -6,928 -15%
LCM
220
Logan Capital Management
Pennsylvania
$4.17M 39,134 -1,521 -4%
FGAM
221
Financial Gravity Asset Management
Texas
$4.16M 39,067 -31,142 -44%
PHS
222
Pekin Hardy Strauss
Illinois
$4.13M 38,818 -1,152 -3%
S
223
SignatureFD
Georgia
$4.13M 38,768 +2,244 +6%
PAG
224
Private Advisor Group
New Jersey
$4.09M 38,448 +1,056 +3%
WIC
225
Woodmont Investment Counsel
Tennessee
$4.09M 38,386 -1,285 -3%
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