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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 %
XF
526
XML Financial
Maryland
$985K -$45.5K -427 -4%
BFM
527
Boston Financial Management
Massachusetts
$985K +$76.1K +715 +8%
CC
528
Callan Capital
California
$957K +$188K +1,762 +24%
UWS
529
Unique Wealth Strategies
Illinois
$950K – – –
BMC
530
Beaton Management Company
Massachusetts
$945K – – –
Millennium Management
531
Millennium Management
New York
$944K -$27.9M -262,380 -97%
ABC
532
Associated Banc-Corp
Wisconsin
$942K +$14.3K +134 +2%
TPCW
533
TD Private Client Wealth
New York
$942K -$219K -2,056 -19%
DW30
534
Drucker Wealth 3.0
New Jersey
$938K +$938K +8,810 New
1IA
535
1620 Investment Advisors
Massachusetts
$938K +$919K +8,634 +4,906%
BSB
536
Bangor Savings Bank
Maine
$937K +$21.9K +206 +2%
CB
537
CNB Bank
Pennsylvania
$935K -$669K -6,281 -42%
SN
538
Sittner & Nelson
Oregon
$934K -$29.4K -276 -3%
EFS
539
Essex Financial Services
Connecticut
$933K +$239K +2,154 +34%
EFP
540
Elser Financial Planning
Indiana
$932K +$932K +8,751 New
VSQM
541
V-Square Quantitative Management
Illinois
$924K +$25.7K +240 +3%
FIM
542
Freedom Investment Management
Connecticut
$923K -$3.41K -32 -0.4%
HA
543
Hamel Associates
New Jersey
$920K – – –
NWM
544
Northcape Wealth Management
New York
$912K +$106K +998 +13%
NHT
545
New Hampshire Trust
New Hampshire
$912K -$113K -1,059 -11%
FDCDDQ
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$908K -$111K -1,046 -11%
WA
547
Waverly Advisors
Alabama
$907K +$446K +4,187 +97%
JFA
548
JNBA Financial Advisors
Minnesota
$900K -$21.7K -204 -2%
DTC
549
Davidson Trust Company
Washington
$898K -$7.77K -73 -0.9%
SWA
550
Stratos Wealth Advisors
Ohio
$897K +$2.02K +19 +0.2%
20 21
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