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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
+$148M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$133M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$64.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$54.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$52.3M

Top Sellers

1
MIP
Mondrian Investment Partners
United Kingdom
-$88.4M
2
Citigroup
Citigroup
New York
-$70.8M
3
MF
Magnetar Financial
Illinois
-$63.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$59M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
451
Vestmark Advisory Solutions
Massachusetts
$1.27M -$448K -4,211 -26%
SFA
452
Semmax Financial Advisors
North Carolina
$1.26M +$48.6K +432 +4%
CPA
453
Court Place Advisors
Maryland
$1.26M +$45.2K +425 +4%
CNFG
454
Creegan & Nassoura Financial Group
New Hampshire
$1.26M -$21.3K -200 -2%
HKAM
455
Horizon Kinetics Asset Management
New York
$1.26M – – –
EWA
456
EP Wealth Advisors
California
$1.26M -$140K -1,311 -10%
FLPIM
457
F.L. Putnam Investment Management
Massachusetts
$1.25M +$32.4K +304 +3%
AC
458
Abbrea Capital
California
$1.24M -$14.9K -140 -1%
BA
459
Bridgewater Advisors
New York
$1.23M +$1.23M +11,197 New
VVP
460
Venture Visionary Partners
Ohio
$1.22M -$4.05K -38 -0.3%
OAC
461
OMERS Administration Corp
Ontario, Canada
$1.22M +$1.22M +11,500 New
GWM
462
Greenwich Wealth Management
Connecticut
$1.22M – – –
EAM
463
Eagle Asset Management
Florida
$1.22M +$8.31K +78 +0.7%
AWM
464
Apollon Wealth Management
South Carolina
$1.22M -$168K -1,582 -12%
AAS
465
Ameritas Advisory Services
Nebraska
$1.21M -$13.8K -130 -1%
WSFS
466
Wilmington Savings Fund Society
Delaware
$1.21M – – –
CHP
467
Cable Hill Partners
Oregon
$1.21M +$1.21M +11,383 New
SW
468
SVB Wealth
Massachusetts
$1.21M -$193K -1,814 -14%
WJWM
469
Williams Jones Wealth Management
New York
$1.2M -$26.6K -250 -2%
AWM
470
Avior Wealth Management
Nebraska
$1.2M -$155K -1,452 -11%
MWM
471
Mission Wealth Management
California
$1.2M +$129K +1,213 +12%
MA
472
Mutual Advisors
Nebraska
$1.19M -$7.97K -72 -0.7%
TCA
473
Transcend Capital Advisors
New Jersey
$1.19M -$5K -47 -0.4%
OIA
474
OneDigital Investment Advisors
Kansas
$1.19M +$476K +4,469 +67%
CIC
475
Carnegie Investment Counsel
Ohio
$1.18M +$213 +2 +0%
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