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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 %
ERP
276
Eldred Rock Partners
Texas
$2.95M 27,727 +13,348 +93%
LJHT
277
Laurie J. Hall Trustee
$2.94M 27,592 -65 -0.2%
CCA
278
Catalyst Capital Advisors
New York
$2.93M 27,518 – –
ATS
279
Ashton Thomas Securities
New York
$2.89M 26,704 +26,704 New
SFA
280
Sequoia Financial Advisors
Ohio
$2.89M 27,137 +1,826 +7%
TCM
281
Telos Capital Management
California
$2.88M 27,077 +652 +2%
AAM
282
Advisors Asset Management
Colorado
$2.87M 27,004 +2,085 +8%
Diamond Hill Capital Management
283
Diamond Hill Capital Management
Ohio
$2.87M 27,000 +3,466 +15%
GWM
284
Geneos Wealth Management
Colorado
$2.87M 26,961 +1,535 +6%
DWP
285
Daymark Wealth Partners
Ohio
$2.86M 26,821 +2,544 +10%
MOS
286
MGO One Seven
Ohio
$2.82M 26,447 -630 -2%
FAM
287
Fred Alger Management
New York
$2.8M 26,295 +1,852 +8%
AAS
288
Avantax Advisory Services
Texas
$2.79M 26,189 +7,423 +40%
CWM
289
Congress Wealth Management
Massachusetts
$2.78M 26,120 +26,120 New
OA
290
Oxbow Advisors
Texas
$2.72M 25,547 +25,547 New
AWS
291
Atria Wealth Solutions
New York
$2.69M 25,244 -1,108 -4%
PGFC
292
Peapack-Gladstone Financial Corp
New Jersey
$2.67M 25,118 -451 -2%
BRWA
293
B. Riley Wealth Advisors
Florida
$2.66M 24,999 -2,075 -8%
WTC
294
WhitTier Trust Company
Nevada
$2.66M 24,940 -712 -3%
AT
295
Arvest Trust
Oklahoma
$2.64M 24,836 -1,664 -6%
PIM
296
Penobscot Investment Management
Massachusetts
$2.64M 24,767 +6,265 +34%
IWC
297
Integrated Wealth Concepts
Massachusetts
$2.59M 24,367 +450 +2%
BNP Paribas Financial Markets
298
BNP Paribas Financial Markets
France
$2.59M 24,338 +13,839 +132%
ECM
299
EagleClaw Capital Management
Massachusetts
$2.59M 24,284 – –
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
$2.59M 24,283 +24,283 New
10 11
12
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