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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 %
CSPIA
501
Cary Street Partners Investment Advisory
Virginia
$1.08M -$29.6K -278 -3%
DCM
502
DGS Capital Management
New Jersey
$1.08M +$79.2K +744 +8%
HAG
503
HighPoint Advisor Group
Illinois
$1.07M -$1.19M -10,598 -52%
CA
504
Cambridge Advisors
Nebraska
$1.07M – – –
MAM
505
Mystic Asset Management
Rhode Island
$1.07M -$1.07K -10 -0.1%
CastleKeep Investment Advisors
506
CastleKeep Investment Advisors
Connecticut
$1.07M -$2.98K -28 -0.3%
P
507
Pitcairn
Pennsylvania
$1.06M +$94.7K +890 +10%
NHC
508
Nicholas Hoffman & Company
Georgia
$1.05M -$4.26K -40 -0.4%
BCM
509
Becker Capital Management
Oregon
$1.05M – – –
RWA
510
Redhawk Wealth Advisors
Minnesota
$1.05M +$381K +3,583 +57%
HIC
511
Holderness Investments Company
North Carolina
$1.05M +$71.6K +673 +7%
KIA
512
KCM Investment Advisors
California
$1.05M -$21.7K -204 -2%
DMC
513
Drexel Morgan & Co
Pennsylvania
$1.03M – – –
AQR Capital Management
514
AQR Capital Management
Connecticut
$1.03M +$744K +6,990 +258%
MG
515
Mather Group
Illinois
$1.03M +$295K +3,046 +40%
HTIM
516
Harbour Trust & Investment Management
Indiana
$1.02M -$40K -376 -4%
Luther King Capital Management (LKCM)
517
Luther King Capital Management (LKCM)
Texas
$1.01M +$48.5K +456 +5%
SB
518
Simmons Bank
Arkansas
$1.01M -$21.8K -205 -2%
WS
519
Wedbush Securities
California
$1.01M -$219K -2,052 -18%
KIC
520
Kensington Investment Counsel
California
$1.01M -$17K -160 -2%
PFGIA
521
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M +$115K +1,084 +13%
WIM
522
WealthPlan Investment Management
Nebraska
$1M +$1M +9,394 New
RWP
523
RWA Wealth Partners
Massachusetts
$997K +$532 +5 +0.1%
CAG
524
Csenge Advisory Group
Florida
$995K +$297K +2,792 +43%
FAIM
525
Financial Advocates Investment Management
Washington
$993K -$66.1K -621 -6%
19 20
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