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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 %
NME
476
Notis-McConarty Edward
$1.16M -$1.42M -13,300 -55%
LFAS
477
Level Four Advisory Services
Texas
$1.15M -$80.3K -754 -7%
SC
478
SouthState Corp
Florida
$1.15M -$20.1K -189 -2%
CCM
479
Chilton Capital Management
Texas
$1.15M -$65.8K -618 -5%
LFA
480
Legacy Financial Advisors
Kentucky
$1.15M -$85K -798 -7%
AAM
481
AR Asset Management
California
$1.14M – – –
CFB
482
Cullen/Frost Bankers
Texas
$1.14M -$157K -1,474 -12%
QI
483
Qtron Investments
Massachusetts
$1.14M -$206K -1,935 -15%
MFG
484
Merit Financial Group
Georgia
$1.13M +$9.9K +93 +0.9%
SSI
485
Scott & Selber Inc
Texas
$1.12M +$8.09K +76 +0.7%
FFA
486
Farther Finance Advisors
California
$1.12M +$188K +1,769 +20%
IB
487
Intrust Bank
Kansas
$1.12M -$125K -1,177 -10%
NS
488
NBC Securities
Alabama
$1.12M +$10.3K +97 +0.9%
AWA
489
Aaron Wealth Advisors
Illinois
$1.12M -$26.3K -247 -2%
LC
490
LCNB Corp
Ohio
$1.1M -$53.8K -505 -5%
UB
491
UMB Bank
Missouri
$1.1M -$11K -103 -1%
CI
492
CX Institutional
Indiana
$1.09M +$8.09K +76 +0.7%
FFWA
493
FRG Family Wealth Advisors
Washington
$1.09M – – –
HH
494
Hilltop Holdings
Texas
$1.09M +$181K +1,701 +20%
SGA
495
Strategic Global Advisors
California
$1.09M -$1.06M -5,286 -49%
SAM
496
Silvercrest Asset Management
New York
$1.09M -$79.8K -750 -7%
WG
497
Welch Group
Alabama
$1.09M – – –
Kayne Anderson Rudnick Investment Management
498
Kayne Anderson Rudnick Investment Management
California
$1.09M -$39.3K -369 -3%
MFA
499
Mayflower Financial Advisors
Massachusetts
$1.09M -$38.4K -361 -3%
OWG
500
Oxford Wealth Group
Florida
$1.09M +$362K +3,396 +50%
18 19
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