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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 %
VA
551
Valmark Advisers
Ohio
$897K +$14.3K +134 +2%
EIP
552
Epoch Investment Partners
New York
$893K -$4.79K -45 -0.5%
KGC
553
Kennon-Green & Company
Ohio
$892K -$62.1K -583 -7%
KWM
554
Kingsview Wealth Management
Oregon
$892K -$71.3K -670 -7%
SMG
555
Smart Money Group
Texas
$891K +$81.7K +733 +10%
BDS
556
Banco de Sabadell
Florida
$879K +$19.3K +182 +2%
KP
557
Keel Point
Alabama
$870K +$475K +4,221 +120%
FSA
558
Fort Sheridan Advisors
Illinois
$869K – – –
Allspring Global Investments
559
Allspring Global Investments
North Carolina
$867K +$361K +3,392 +71%
JWBC
560
J.W. Burns & Co
New York
$861K – – –
PP
561
PDS Planning
Ohio
$860K +$33.4K +314 +4%
BIAS
562
Beacon Investment Advisory Services
New Jersey
$857K -$81.1K -762 -9%
Twin Tree Management
563
Twin Tree Management
Texas
$850K +$850K +7,987 New
CAM
564
Cypress Asset Management
Texas
$847K -$36.9K -340 -4%
SCM
565
Shelton Capital Management
Colorado
$839K -$22.1K -208 -3%
SRC
566
Sage Rhino Capital
California
$835K +$4.37K +41 +0.5%
LDB
567
Lee, Danner & Bass
Tennessee
$834K +$834K +7,830 New
WFI
568
West Family Investments
California
$832K -$6.07K -57 -0.7%
AWE
569
Avidian Wealth Enterprises
Texas
$832K +$52.9K +497 +7%
TIM
570
Thornburg Investment Management
New Mexico
$830K – – –
Allianz Asset Management
571
Allianz Asset Management
Germany
$830K +$830K +7,800 New
LWCFA
572
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$829K +$44.2K +400 +6%
CGL
573
Clarius Group LLC
Washington
$825K -$168K -1,582 -17%
TCPW
574
Twin City Private Wealth
North Carolina
$820K +$81.3K +764 +11%
HAG
575
HF Advisory Group
Maryland
$815K +$198K +1,861 +32%
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