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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 %
QWM
426
Quadcap Wealth Management
Texas
$1.39M +$182K +1,706 +15%
ARG
427
Advisory Resource Group
Oklahoma
$1.39M +$101K +948 +8%
VFA
428
Voya Financial Advisors
Connecticut
$1.39M +$60.5K +568 +5%
BSW
429
Buckingham Strategic Wealth
Missouri
$1.39M -$245K -2,297 -15%
BMCM
430
Bryn Mawr Capital Management
Pennsylvania
$1.38M +$29.2K +274 +2%
PA
431
Parallel Advisors
California
$1.38M +$95.4K +896 +7%
BFO
432
Boston Family Office
Massachusetts
$1.38M – – –
USCWA
433
U.S. Capital Wealth Advisors
Texas
$1.37M -$9.01M -84,592 -87%
LWL
434
Leo Wealth LLC
Texas
$1.37M +$371K +3,488 +37%
AWC
435
Abundance Wealth Counselors
Pennsylvania
$1.37M +$71.4K +671 +6%
BCFD
436
Boit C.F. David
$1.36M +$1.36M +12,800 New
EGM
437
Engineers Gate Manager
New York
$1.35M -$2.77M -26,032 -67%
AL
438
Arnhold LLC
New York
$1.35M – – –
ACM
439
Ativo Capital Management
Illinois
$1.34M -$9.58K -90 -0.7%
BCM
440
Brookstone Capital Management
Illinois
$1.33M -$102K -913 -7%
BCM
441
BTC Capital Management
Iowa
$1.33M -$44.7K -420 -3%
GWM
442
Glass Wealth Management
Texas
$1.33M -$6.92K -65 -0.5%
IC
443
IEQ Capital
California
$1.33M +$315K +2,961 +31%
Bessemer Group
444
Bessemer Group
New Jersey
$1.32M -$16.9K -159 -1%
TPM
445
Triasima Portfolio Management
Quebec, Canada
$1.32M -$1.8M -16,935 -58%
BHPW
446
Beverly Hills Private Wealth
California
$1.31M -$139K -1,306 -10%
SCTC
447
Sanibel Captiva Trust Company
Florida
$1.3M – – –
BEAM
448
Baker Ellis Asset Management
Washington
$1.28M -$17K -160 -1%
GIA
449
Guyasuta Investment Advisors
Pennsylvania
$1.27M -$10.2K -101 -0.8%
TCOO
450
Trust Company of Oklahoma
Oklahoma
$1.27M -$17.9K -168 -1%
16 17
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