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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 %
VT
376
Vise Technologies
New York
$1.74M +$73K +686 +4%
SCA
377
Snowden Capital Advisors
New York
$1.74M +$87.4K +821 +5%
GT
378
Greenleaf Trust
Michigan
$1.72M -$129K -1,211 -7%
FM
379
Foster & Motley
Ohio
$1.72M +$381K +3,580 +29%
AWP
380
Ascent Wealth Partners
New York
$1.71M -$13.1K -123 -0.8%
RPSA
381
Richard P. Slaughter Associates
Texas
$1.71M +$111K +1,045 +7%
HFS
382
Hantz Financial Services
Michigan
$1.7M -$894K -8,401 -34%
AA
383
Altman Advisors
Illinois
$1.66M +$5.32K +50 +0.3%
ONB
384
Old National Bancorp
Indiana
$1.65M +$103K +971 +7%
SIA
385
Schechter Investment Advisors
Michigan
$1.65M +$104K +974 +7%
PNC
386
Park National Corp
Ohio
$1.63M -$72.8K -684 -4%
CCIA
387
Campbell & Co Investment Adviser
Maryland
$1.61M +$473K +4,442 +42%
PVI
388
Pine Valley Investments
New Jersey
$1.61M +$270K +2,537 +20%
S
389
SimplyRich
California
$1.6M -$116K -1,089 -7%
PCM
390
Parsons Capital Management
Rhode Island
$1.6M -$116K -1,094 -7%
WEG
391
World Equity Group
Illinois
$1.6M +$852 +8 +0.1%
MIM
392
Marco Investment Management
Georgia
$1.59M -$45.2K -425 -3%
NAMP
393
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.58M – – –
SFG
394
SevenBridge Financial Group
Pennsylvania
$1.58M – – –
S4W
395
Solutions 4 Wealth
Texas
$1.58M +$1.58M +14,854 New
EFMC
396
Empire Financial Management Company
New York
$1.58M +$17.8K +167 +1%
SCM
397
Stonebridge Capital Management
California
$1.57M -$26.6K -250 -2%
FNBT
398
FineMark National Bank & Trust
Florida
$1.57M -$146K -1,376 -9%
BCM
399
Bayesian Capital Management
New York
$1.56M +$436K +4,100 +39%
RGC
400
Roberts, Glore & Co
Illinois
$1.56M -$26.8K -252 -2%
14 15
16
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