Novartis
NVS
1,307 hedge funds and large institutions have $14.7B invested in Novartis in 2024 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 427 increasing their positions, 488 reducing their positions, and 65 closing their positions.
105% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 65
88% more funds holding in top 10
Funds holding in top 10: 8 → 15 (+7)
8% more capital invested
Capital invested by funds: $13.6B → $14.7B (+$1.08B)
4% more funds holding
Funds holding: 1,254 → 1,307 (+53)
0.12% less ownership
Funds ownership: 6.41% → 6.29% (-0.12%)
11% less call options, than puts
Call options by funds: $219M | Put options by funds: $246M
13% less repeat investments, than reductions
Existing positions increased: 427 | Existing positions reduced: 488
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$139M |
| 2 |
Bank of New York Mellon
New York
|
+$126M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$60.9M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$51.2M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$49.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
-$79.6M |
| 2 |
Citigroup
New York
|
-$66.7M |
| 3 |
MF
Magnetar Financial
Evanston,
Illinois
|
-$60.3M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$55.6M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
-$44.6M |
NVS Hedge Fund Activity: Q2 2024 in Review
1,307 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q2 2024, worth a combined $14.7B — up 7.9% from $13.6B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new NVS positions and 65 closed out — a net gain of 68 holders — while 427 added to existing stakes and 488 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $139M. The largest seller was Mondrian Investment Partners, cutting an estimated $79.6M.
- 1,307 institutional investors held Novartis (NVS) as of Q2 2024, up from 1,254 in Q1 2024.
- Funds reported $14.7B of Novartis stock for Q2 2024, up 7.9% quarter-over-quarter.
- 133 funds opened new Novartis positions in Q2 2024 and 65 closed out, a net change of +68 holders.
- The largest Novartis buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $139M added.
- The largest Novartis seller in Q2 2024 was Mondrian Investment Partners, an estimated $79.6M sold.
Based on aggregated 13F filings for Q2 2024.