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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 %
LBC
401
Lowe Brockenbrough & Co
Virginia
$1.56M -$58.6K -550 -4%
CT
402
Coastline Trust
Rhode Island
$1.55M -$10.6K -100 -0.7%
IA
403
IAM Advisory
Pennsylvania
$1.55M +$89.4K +840 +6%
CAM
404
Cidel Asset Management
Ontario, Canada
$1.54M +$1.54M +14,503 New
MFG
405
Mosaic Financial Group
Illinois
$1.54M -$49.1K -461 -3%
DWT
406
Dorsey & Whitney Trust
South Dakota
$1.54M -$71.2K -669 -4%
ECM
407
Evergreen Capital Management
Washington
$1.54M -$28.5K -268 -2%
RJT
408
Raymond James Trust
Florida
$1.54M +$69.5K +653 +5%
Lido Advisors
409
Lido Advisors
California
$1.5M -$42.6K -400 -3%
FHA
410
First Horizon Advisors
Tennessee
$1.5M +$260K +2,439 +21%
AFG
411
Atomi Financial Group
New York
$1.49M +$446K +4,190 +43%
SC
412
Sepio Capital
Utah
$1.47M -$3.41K -32 -0.2%
AWM
413
Aberdeen Wealth Management
Illinois
$1.46M -$86.2K -810 -6%
FTUS
414
Flow Traders U.S.
New York
$1.46M +$1.46M +13,726 New
KCM
415
Kathmere Capital Management
Pennsylvania
$1.46M +$131K +1,235 +10%
SEC
416
Seven Eight Capital
New York
$1.45M +$1.01M +9,509 +230%
ADMI
417
Albert D. Mason Inc
Massachusetts
$1.44M +$6.71K +63 +0.5%
PFS
418
Physicians Financial Services
North Carolina
$1.44M – – –
AIA
419
AIMZ Investment Advisors
California
$1.44M +$1.07K +10 +0.1%
DRD
420
Dennis R. Delaney
$1.43M -$1.1M -10,297 -43%
SF
421
Synovus Financial
Georgia
$1.43M -$636K -5,975 -31%
SSB
422
Sandy Spring Bank
Maryland
$1.43M -$106K -993 -7%
SWP
423
Stratos Wealth Partners
Ohio
$1.42M +$101K +945 +8%
AC
424
Arjuna Capital
North Carolina
$1.41M +$3.3K +31 +0.2%
MJP
425
Michael J. Puzo
$1.4M -$2.31M -21,665 -62%
15 16
17
18 19