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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
Dimensional Fund Advisors
Texas
$789M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$203M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$64.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$70.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
$52.3M

Top Sellers

1
MIP
Mondrian Investment Partners
United Kingdom
$142M
2
Citigroup
Citigroup
New York
$26.8M
3
MF
Magnetar Financial
Illinois
$139M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18.7M
5
Aristotle Capital Management
Aristotle Capital Management
California
$210K
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
351
Great Lakes Advisors
Illinois
$1.91M +$1.59M +14,976 +507%
SG Americas Securities
352
SG Americas Securities
New York
$1.91M +$299K +2,811 +19%
III
353
Independent Investors Inc
New York
$1.91M – – –
AUB
354
Atlantic Union Bankshares
Virginia
$1.9M -$14.5K -136 -0.8%
KBG
355
Kahn Brothers Group
New York
$1.87M +$231K +2,168 +14%
CWM
356
Compass Wealth Management
Connecticut
$1.87M -$5.32K -50 -0.3%
PWM
357
Perigon Wealth Management
California
$1.86M -$14.9K -140 -0.8%
DAS
358
Dynamic Advisor Solutions
Arizona
$1.86M +$324K +3,042 +21%
BP
359
Ballentine Partners
Massachusetts
$1.85M +$213K +2,000 +13%
QCG
360
Quadrant Capital Group
Ohio
$1.85M +$61.9K +581 +3%
P
361
&Partners
Tennessee
$1.85M +$685K +6,438 +59%
AMG
362
Advisors Management Group
Wisconsin
$1.84M -$16K -150 -0.9%
BFA
363
Benedict Financial Advisors
Georgia
$1.83M +$19.1K +179 +1%
PFS
364
Prospera Financial Services
Texas
$1.82M -$31.5K -296 -2%
MYIA
365
Mount Yale Investment Advisors
Colorado
$1.82M -$130K -1,224 -7%
MC
366
Maverick Capital
Texas
$1.81M +$1.36M +12,747 +297%
QT
367
Quantbot Technologies
New York
$1.81M -$4.91M -46,121 -73%
DM
368
Delphi Management
Massachusetts
$1.8M +$42.9K +403 +2%
VNA
369
Valley National Advisers
Pennsylvania
$1.79M -$37.3K -351 -2%
HCMT
370
Highland Capital Management (Tennessee)
Tennessee
$1.77M +$527K +4,950 +42%
KPWS
371
Kestra Private Wealth Services
Texas
$1.77M +$78.6K +738 +5%
PAM
372
Palisade Asset Management
Minnesota
$1.77M -$468K -4,400 -21%
RIL
373
Rothschild Investment LLC
Illinois
$1.77M +$47.3K +444 +3%
PG
374
Patten Group
Tennessee
$1.76M +$42.9K +403 +3%
TD Asset Management
375
TD Asset Management
Ontario, Canada
$1.75M -$3.78M -35,531 -68%
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