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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
$789M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$203M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$64.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$70.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
$52.3M

Top Sellers

1
MIP
Mondrian Investment Partners
United Kingdom
$142M
2
Citigroup
Citigroup
New York
$26.8M
3
MF
Magnetar Financial
Illinois
$139M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18.7M
5
Aristotle Capital Management
Aristotle Capital Management
California
$210K
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
751
M Holdings Securities
Oregon
$438K +$438K +4,116 New
WB
752
WesBanco Bank
West Virginia
$436K -$47.4K -445 -10%
ANBT
753
American National Bank & Trust
Texas
$436K +$37.2K +349 +9%
PWAM
754
Pinnacle West Asset Management
Wyoming
$436K – – –
B
755
Bailard
California
$435K +$70.4K +661 +19%
GI
756
GAMMA Investing
California
$434K +$81.9K +769 +23%
CFMC
757
Curbstone Financial Management Corp
New Hampshire
$431K +$431K +4,044 New
FCH
758
Freestone Capital Holdings
Washington
$430K -$37K -348 -8%
SAM
759
S.A. Mason
Michigan
$430K – – –
BHWM
760
Bar Harbor Wealth Management
New Hampshire
$428K -$426 -4 -0.1%
SRC
761
Shufro Rose & Co
New York
$426K – – –
EWM
762
Empirical Wealth Management
Washington
$426K +$426K +3,997 New
PFBT
763
Parkside Financial Bank & Trust
Missouri
$424K -$19.3K -181 -4%
CT
764
Chicago Trust
Illinois
$420K +$420K +3,943 New
FFG
765
Fiduciary Financial Group
California
$418K +$418K +3,780 New
LC
766
Lindbrook Capital
California
$417K +$15.1K +142 +4%
TLCM
767
Twin Lakes Capital Management
California
$416K – – –
BTI
768
Blue Trust Inc
Georgia
$415K +$204K +2,113 +97%
IIM
769
InTrack Investment Management
Vermont
$415K +$53.2K +500 +15%
Two Sigma Advisers
770
Two Sigma Advisers
New York
$415K +$415K +3,900 New
TNB
771
Thomasville National Bank
Georgia
$412K +$30.9K +290 +8%
GWMR
772
GC Wealth Management RIA
Massachusetts
$412K -$23.2K -218 -5%
PCM
773
Pointe Capital Management
Michigan
$409K – – –
AMIM
774
Aull & Monroe Investment Management
Alabama
$409K -$53.2K -500 -12%
GFG
775
Goldstone Financial Group
Illinois
$408K +$60.8K +571 +17%
29 30
31
32 33