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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 %
VH
626
Visionary Horizons
Tennessee
$671K -$532 -5 -0.1%
MAA
627
Mraz Amerine & Associates
California
$670K -$10.6K -100 -2%
HWMO
628
Heritage Wealth Management (Ohio)
Ohio
$663K +$663K +6,136 New
FB
629
Fulton Bank
Pennsylvania
$663K -$91.2K -857 -12%
NAM
630
NTV Asset Management
West Virginia
$662K +$31.9K +300 +5%
SC
631
Schulhoff & Co
Ohio
$661K +$639 +6 +0.1%
PCS
632
Personal CFO Solutions
New Jersey
$660K +$88.6K +832 +15%
WPC
633
Wedmont Private Capital
Pennsylvania
$656K +$95.7K +857 +17%
1832 Asset Management
634
1832 Asset Management
Ontario, Canada
$655K -$46.7K -439 -7%
PSP
635
Principal Street Partners
Tennessee
$647K – – –
M
636
MOTCO
Texas
$646K +$92.3K +867 +17%
JWCA
637
J.W. Cole Advisors
Florida
$644K -$27.8K -261 -4%
CK
638
Cohen Klingenstein
New York
$639K – – –
MMPW
639
Mitchell McLeod Pugh & Williams
Alabama
$634K – – –
HWMA
640
Heritage Wealth Management (Arizona)
Arizona
$631K -$65.8K -618 -9%
HFO
641
Heritage Family Offices
Arizona
$631K +$631K +5,930 New
RCM
642
Radnor Capital Management
Pennsylvania
$631K – – –
RFC
643
Regions Financial Corp
Alabama
$625K -$58.4K -549 -9%
OC
644
Oarsman Capital
Wisconsin
$624K -$34.8K -327 -5%
CIG
645
Cullen Investment Group
Louisiana
$623K -$10.6K -100 -2%
1WM
646
1900 Wealth Management
Texas
$621K +$37.3K +350 +6%
MTC
647
McDaniel Terry & Co
Texas
$620K -$17.5K -164 -3%
FAFN
648
First Affirmative Financial Network
Colorado
$618K +$112K +1,048 +22%
NP
649
Nilsine Partners
Colorado
$616K +$11.7K +110 +2%
AWA
650
Arete Wealth Advisors
Illinois
$616K +$616K +5,788 New
24 25
26
27 28