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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 %
Dodge & Cox
1
Dodge & Cox
California
$1.3B 12,236,526 -117,459 -1%
Primecap Management
2
Primecap Management
California
$1.3B 12,179,345 -238,410 -2%
Morgan Stanley
3
Morgan Stanley
New York
$790M 7,416,679 +158,298 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$789M 7,407,692 +1,389,610 +23%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$633M 5,945,383 +27,411 +0.5%
Franklin Resources
6
Franklin Resources
California
$568M 5,339,490 -360,299 -6%
Bank of America
7
Bank of America
North Carolina
$516M 4,845,053 -43,140 -0.9%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$467M 4,384,650 -204,700 -4%
Goldman Sachs
9
Goldman Sachs
New York
$328M 3,081,076 +21,715 +0.7%
CCM
10
Cullen Capital Management
New York
$306M 2,870,381 -54,043 -2%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$271M 2,548,913 -19,815 -0.8%
Renaissance Technologies
12
Renaissance Technologies
New York
$266M 2,499,782 -440,800 -15%
Principal Financial Group
13
Principal Financial Group
Iowa
$264M 2,481,565 -41,769 -2%
Wells Fargo
14
Wells Fargo
California
$222M 2,088,574 +78,448 +4%
Northern Trust
15
Northern Trust
Illinois
$219M 2,059,243 -91,653 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$205M 1,928,853 -24,199 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$203M 1,904,664 +1,250,318 +191%
BlackRock
18
BlackRock
New York
$199M 1,867,153 +8,353 +0.4%
State Street
19
State Street
Massachusetts
$187M 1,753,974 +16,020 +0.9%
Fisher Asset Management
20
Fisher Asset Management
Washington
$157M 1,474,158 +26,283 +2%
UBS Group
21
UBS Group
Switzerland
$147M 1,383,046 -163,692 -11%
SI
22
Scharf Investments
California
$144M 1,351,452 -13,402 -1%
MIP
23
Mondrian Investment Partners
United Kingdom
$142M 1,272,482 -793,257 -38%
MF
24
Magnetar Financial
Illinois
$139M 1,305,446 -600,600 -32%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$137M 1,283,098 +71,153 +6%
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