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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.

New
Increased
Maintained
Reduced
Closed
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 %
SYBT
326
Stock Yards Bank & Trust
Kentucky
$2.18M -$10.4K -98 -0.5%
IIM
327
Ipswich Investment Management
Massachusetts
$2.15M +$426 +4 +0%
PA
328
Procyon Advisors
Connecticut
$2.13M +$179K +1,677 +9%
PCIA
329
Prime Capital Investment Advisors
Kansas
$2.13M -$146K -1,369 -6%
GC
330
Guggenheim Capital
Illinois
$2.13M +$374K +3,516 +21%
HTHT
331
Hemenway Trust Hemenway Trust
New Hampshire
$2.13M -$7.42M -69,731 -78%
SAM
332
Synergy Asset Management
Washington
$2.12M -$708K -6,650 -25%
AI
333
Arvest Investments
Arkansas
$2.11M -$83.8K -787 -4%
OPA
334
Old Port Advisors
Maine
$2.11M -$12.1K -114 -0.6%
PF
335
Phoenix Financial
Israel
$2.1M +$2.1M +19,775 New
TCOT
336
Trust Company of Toledo
Ohio
$2.09M – – –
WWA
337
WCG Wealth Advisors
Nevada
$2.06M +$28.4K +267 +1%
JIC
338
Johnson Investment Counsel
Ohio
$2.04M +$13K +122 +0.6%
ACM
339
Aquatic Capital Management
Illinois
$2.04M +$2.04M +19,200 New
ORG
340
Optimist Retirement Group
Washington
$2.04M +$2.04M +19,147 New
VA
341
Vident Advisory
Georgia
$2.03M +$424K +3,983 +26%
AFM
342
Abbot Financial Management
Massachusetts
$2.02M -$4.26K -40 -0.2%
BCB
343
Brian C. Broderick
$2M -$322K -3,021 -14%
JPWM
344
Jamison Private Wealth Management
Georgia
$1.96M -$24.1K -226 -1%
WOC
345
West Oak Capital
California
$1.95M +$547K +5,140 +39%
BCP
346
Berkeley Capital Partners
Georgia
$1.94M +$5.54K +52 +0.3%
EI
347
Ellevest Inc
New York
$1.94M +$208K +1,952 +12%
CCA
348
Checchi Capital Advisers
California
$1.94M -$22.4K -210 -1%
BF
349
BOK Financial
Oklahoma
$1.92M -$125K -1,174 -6%
HL
350
HeadInvest LLC
Maine
$1.91M – – –
12 13
14
15 16