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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 %
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$523K – – –
DT
702
Diversified Trust
Tennessee
$518K -$19.8K -186 -4%
JIC
703
Joel Isaacson & Co
New York
$518K +$20.3K +191 +4%
CWP
704
Cyndeo Wealth Partners
Florida
$515K -$118K -1,113 -19%
PL
705
Plancorp LLC
Missouri
$511K +$319 +3 +0.1%
CIA
706
Cohen Investment Advisors
New Hampshire
$509K +$115K +1,127 +29%
TFS
707
Thoroughbred Financial Services
Tennessee
$502K +$217K +2,038 +76%
FTA
708
Financial & Tax Architects
Missouri
$501K +$124K +1,161 +33%
CA
709
Cullinan Associates
Kentucky
$500K – – –
SP
710
Stablepoint Partners
Massachusetts
$497K -$22.1K -200 -4%
CIA
711
Capital Investment Advisors
Georgia
$494K +$13K +122 +3%
RPC
712
Rossmore Private Capital
Connecticut
$493K – – –
IAS
713
Insigneo Advisory Services
Florida
$492K -$34.3K -312 -7%
ACA
714
Aptus Capital Advisors
Alabama
$491K +$5.54K +52 +1%
SIA
715
Strategic Investment Advisors
Michigan
$491K +$15.4K +145 +3%
WG
716
Wealth Group
North Carolina
$489K -$8.73K -82 -2%
TI
717
Tidal Investments
Wisconsin
$486K +$179K +1,681 +58%
GC
718
Grimes & Company
Massachusetts
$485K -$1.06M -9,967 -69%
PFP
719
Pinnacle Financial Partners
Tennessee
$484K -$55.7K -527 -10%
VPI
720
Value Partners Investments
Manitoba, Canada
$483K +$77.2K +725 +19%
ACA
721
Atlas Capital Advisors
Wyoming
$482K +$405K +3,800 +519%
CAL
722
Capital Analysts LLC
Pennsylvania
$481K +$23.1K +217 +5%
RCG
723
Regatta Capital Group
California
$477K -$12.7K -119 -3%
PTC
724
Private Trust Company
Ohio
$475K -$67.9K -638 -13%
WT
725
Washington Trust
Rhode Island
$475K +$1.07K +10 +0.2%
27 28
29
30 31