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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 Holding Trade Value Shares
Change 		Shares
Change %
TAM
301
Tealwood Asset Management
Minnesota
$2.58M -$24.4K -229 -0.9%
BEI
302
Benjamin Edwards Inc
Missouri
$2.55M +$20.7K +194 +0.8%
CWP
303
Capital Wealth Planning
Florida
$2.54M +$409K +3,839 +19%
PCM
304
Penserra Capital Management
California
$2.54M +$409K +3,839 +19%
FGP
305
Foyston, Gordon, & Payne
Ontario, Canada
$2.54M -$112K -1,054 -4%
FFM
306
Forum Financial Management
Illinois
$2.54M – – –
FC
307
FCA Corp
Texas
$2.52M +$44.6K +419 +2%
TW
308
Transform Wealth
Colorado
$2.46M -$52.7K -495 -2%
MCM
309
McKinley Capital Management
Alaska
$2.45M -$5.75K -54 -0.2%
FTDI
310
First Trust Direct Indexing
Massachusetts
$2.41M +$161K +1,513 +7%
BFG
311
Beacon Financial Group
Texas
$2.41M -$17.8K -167 -0.7%
CIP
312
Capital Insight Partners
Arizona
$2.41M +$2.41M +22,615 New
CIA
313
Cascade Investment Advisors
Oregon
$2.41M +$2.13K +20 +0.1%
AllianceBernstein
314
AllianceBernstein
Tennessee
$2.41M -$3.21M -30,176 -57%
HNB
315
Huntington National Bank
Ohio
$2.41M +$112K +1,048 +5%
PS
316
Principal Securities
Iowa
$2.34M +$599K +5,630 +34%
FHB
317
First Hawaiian Bank
Hawaii
$2.31M -$87.6K -823 -4%
CA
318
Clearstead Advisors
Ohio
$2.31M +$27.9K +262 +1%
CB
319
Commerce Bank
Missouri
$2.29M -$16.7K -157 -0.7%
EHC
320
Everett Harris & Co
California
$2.29M – – –
MIP
321
Marietta Investment Partners
Wisconsin
$2.28M -$14.9K -140 -0.6%
FCMA
322
Foresight Capital Management Advisors
Michigan
$2.26M +$138K +1,293 +6%
MPPW
323
Mitchell & Pahl Private Wealth
Oklahoma
$2.24M -$4.47K -42 -0.2%
Kovitz Investment Group Partners
324
Kovitz Investment Group Partners
Illinois
$2.21M +$730K +6,844 +49%
BSAM
325
Blue Square Asset Management
New York
$2.2M +$186K +1,744 +9%
11 12
13
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