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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 %
FCCM
676
First City Capital Management
Georgia
$568K +$106 +1 +0%
CG
677
CFO4Life Group
Texas
$568K -$114K -1,074 -17%
Lazard Asset Management
678
Lazard Asset Management
New York
$567K -$64.4K -606 -10%
FWM
679
Forza Wealth Management
Florida
$566K – – –
GI
680
Gradient Investments
Minnesota
$566K +$35.1K +330 +7%
MWM
681
Modera Wealth Management
New Jersey
$563K -$262K -2,464 -32%
CF
682
Convergence Financial
Missouri
$562K +$562K +5,283 New
HCM
683
Hall Capital Management
Rhode Island
$562K +$11.2K +105 +2%
CFG
684
Carr Financial Group
Massachusetts
$562K +$2.87K +27 +0.5%
FAT
685
First American Trust
California
$561K -$23.6K -222 -4%
SWK
686
Stephen W. Kidder
$559K -$762K -7,155 -58%
CWM
687
Circle Wealth Management
New Jersey
$557K – – –
CCM
688
Canal Capital Management
Virginia
$552K – – –
CWM
689
Cordatus Wealth Management
Pennsylvania
$550K -$213 -2 -0%
SW
690
StrongBox Wealth
Missouri
$547K +$197K +1,855 +57%
ATIA
691
American Trust Investment Advisors
New Hampshire
$539K -$14.6K -137 -3%
MA
692
Mezzasalma Advisors
New Jersey
$537K +$109K +1,023 +25%
MGIA
693
Moneta Group Investment Advisors
Missouri
$536K -$357K -193 -40%
AIM
694
Alhambra Investment Management
Florida
$536K – – –
DA
695
Dillon & Associates
Michigan
$535K -$29K -274 -5%
MIA
696
MMBG Investment Advisors
Florida
$533K – – –
NCM
697
Northwest Capital Management
Oregon
$532K -$16K -150 -3%
GCM
698
Gallacher Capital Management
Colorado
$530K +$19.1K +179 +4%
VBCG
699
Valley Brook Capital Group
Pennsylvania
$528K -$2.66K -25 -0.5%
NSAM
700
North Star Asset Management
Wisconsin
$527K – – –
26 27
28
29 30