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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 %
FPWM
576
FSB Premier Wealth Management
Iowa
$812K +$282K +2,651 +53%
AIM
577
Anchor Investment Management
South Carolina
$809K -$10.6K -100 -1%
MA
578
Montag & Associates
Georgia
$806K – – –
CP
579
Covenant Partners
Tennessee
$803K – – –
LSAG
580
Lake Street Advisors Group
New Hampshire
$801K -$80.5K -756 -9%
MIC
581
Means Investment Company
Maine
$799K -$19K -178 -2%
TC
582
Torno Capital
Massachusetts
$798K +$798K +7,500 New
CM
583
Caption Management
Oklahoma
$798K +$798K +7,500 New
HI
584
Harbour Investments
Wisconsin
$798K +$29.1K +273 +4%
CTC
585
Central Trust Company
Missouri
$786K -$26.5K -249 -3%
MAM
586
Marotta Asset Management
Virginia
$786K -$12.1K -114 -2%
RBC
587
Romano Brothers & Co
Illinois
$784K +$639 +6 +0.1%
RA
588
Ruggaard & Associates
Ohio
$782K -$27.8K -261 -3%
MCM
589
Mill Capital Management
North Carolina
$781K -$79.8K -750 -9%
GIA
590
Gladstone Institutional Advisory
Florida
$774K +$63.6K +597 +9%
LWA
591
Lantern Wealth Advisors
New York
$767K -$21.3K -200 -3%
SCA
592
St. Clair Advisors
Ohio
$755K – – –
T. Rowe Price Associates
593
T. Rowe Price Associates
Maryland
$755K -$11.6M -108,762 -94%
BWP
594
BSW Wealth Partners
Colorado
$755K -$51.7K -486 -6%
LF
595
Lantz Financial
Illinois
$752K -$14.2K -133 -2%
SI
596
Stephens Inc
Arkansas
$751K +$10.8K +101 +1%
CPC
597
Cookson Peirce & Co
Pennsylvania
$750K -$18.4K -173 -2%
AWA
598
Arkadios Wealth Advisors
Georgia
$747K +$486K +4,568 +186%
DWA
599
Douglass Winthrop Advisors
New York
$746K -$14.9K -140 -2%
TIAA Trust, National Association
600
TIAA Trust, National Association
North Carolina
$745K -$90.6K -851 -11%
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