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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 %
PM
651
Penbrook Management
New York
$613K – – –
CFO
652
CVA Family Office
Colorado
$609K -$18K -169 -3%
OBGC
653
O'Brien Greene & Co
Pennsylvania
$607K +$13.2K +124 +2%
HWM
654
HB Wealth Management
Georgia
$606K – – –
AWM
655
Allen Wealth Management
North Carolina
$606K +$22.8K +214 +4%
IP
656
Ignite Planners
California
$604K +$27.7K +256 +5%
CFP
657
Cascade Financial Partners
California
$600K – – –
EGA
658
E&G Advisors
Texas
$600K -$5.96K -56 -1%
CF
659
Centaurus Financial
California
$599K +$106K +995 +21%
BWM
660
BKM Wealth Management
Wisconsin
$599K +$34.9K +328 +6%
VWM
661
Venturi Wealth Management
Texas
$598K +$4.58K +43 +0.8%
SCP
662
Sivia Capital Partners
California
$593K +$24.2K +227 +4%
TWC
663
TD Waterhouse Canada
Ontario, Canada
$593K -$44K -413 -7%
CB
664
Cadence Bank
Mississippi
$591K -$14.1K -132 -2%
STA
665
Summit Trail Advisors
New York
$591K +$102K +956 +21%
SPC
666
Sigma Planning Corp
Michigan
$587K -$41.5K -390 -7%
PCA
667
Prosperity Capital Advisors
Ohio
$586K -$286K -2,689 -33%
DJSG
668
D.J. St. Germain
Massachusetts
$585K – – –
BAM
669
Belpointe Asset Management
Nevada
$583K +$583K +5,472 New
PAMG
670
Patton Albertson Miller Group
Tennessee
$582K -$22.9K -215 -4%
SC
671
Savant Capital
Illinois
$582K +$5.96K +56 +1%
MLA
672
MB, Levis & Associates
Pennsylvania
$576K – – –
BJL
673
Brighton Jones LLC
Washington
$575K +$52.7K +495 +10%
PWPS
674
Pinnacle Wealth Planning Services
Ohio
$575K -$11.9K -112 -2%
CSPAM
675
Cary Street Partners Asset Management
Virginia
$571K -$15.1K -142 -3%
25 26
27
28 29