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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 %
LOIM
601
Liberty One Investment Management
Illinois
$739K -$25.7K -241 -3%
Nomura Holdings
602
Nomura Holdings
Japan
$735K -$752K -7,063 -51%
KB
603
Kimelman & Baird
New York
$735K +$735K +6,900 New
CCM
604
Coldstream Capital Management
Washington
$728K +$14.5K +136 +2%
RCAG
605
Rehmann Capital Advisory Group
Michigan
$727K -$22.5K -211 -3%
KFC
606
Klingenstein Fields & Co
New York
$724K -$26.2K -246 -3%
KIG
607
Kennedy Investment Group
New Jersey
$719K +$719K +6,750 New
VFA
608
Valeo Financial Advisors
Indiana
$713K -$34.2K -321 -5%
KFSC
609
Keystone Financial Services (Colorado)
Colorado
$706K +$57.1K +536 +9%
Group One Trading
610
Group One Trading
Illinois
$702K +$702K +6,591 New
PBK
611
Peoples Bank (Kansas)
Kansas
$700K -$11.7K -110 -2%
BFEC
612
Benjamin F. Edwards & Company
Missouri
$698K +$24.7K +232 +4%
JCM
613
Jacobi Capital Management
Pennsylvania
$691K +$10.8K +101 +2%
FOA
614
Five Oceans Advisors
California
$691K +$100K +941 +17%
HFM
615
Hartford Funds Management
Pennsylvania
$691K +$81.9K +769 +13%
GRP
616
Global Retirement Partners
California
$689K +$207K +1,940 +43%
NRS
617
Neville Rodie & Shaw
New York
$688K – – –
CS
618
Cannell & Spears
New York
$687K +$45.2K +425 +7%
DWM
619
Dakota Wealth Management
Florida
$686K -$15K -141 -2%
AG
620
Ascent Group
Virginia
$683K +$36.7K +345 +6%
HCA
621
Heck Capital Advisors
Wisconsin
$679K +$340K +3,198 +101%
Russell Investments Group
622
Russell Investments Group
United Kingdom
$679K +$200K +1,883 +42%
SIC
623
Salem Investment Counselors
North Carolina
$677K -$7.45K -70 -1%
JWM
624
Jeppson Wealth Management
California
$676K +$4.26K +40 +0.6%
AWM
625
AE Wealth Management
Kansas
$672K +$69.8K +656 +12%
23 24
25
26 27