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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 %
DDC
776
DF Dent & Co
Maryland
$407K -$426 -4 -0.1%
AIA
777
Alera Investment Advisors
Illinois
$405K -$277K -2,599 -41%
AF
778
Allworth Financial
California
$405K +$9.13K +86 +2%
GG
779
Greenwood Gearhart
Arkansas
$405K -$121K -1,140 -23%
BMO
780
Beck Mack & Oliver
New York
$405K -$42.6K -400 -10%
DOA
781
D'Orazio & Associates
Virginia
$404K +$3.19K +30 +0.8%
HBWM
782
Hollow Brook Wealth Management
New York
$403K – – –
VAM
783
Verity Asset Management
North Carolina
$403K -$10.3K -97 -2%
MM
784
MQS Management
New York
$402K -$413K -3,879 -51%
SWS
785
SYSTM Wealth Solutions
Illinois
$402K -$70.2K -659 -15%
FAM
786
Formidable Asset Management
Ohio
$401K +$10.8K +101 +3%
RTC
787
Riverview Trust Company
Washington
$401K – – –
GL
788
Graypoint LLC
New York
$400K -$203K -1,909 -34%
SMA
789
Seven Mile Advisory
New Jersey
$398K +$7.35K +69 +2%
PB
790
Pinnacle Bancorp
Nebraska
$398K +$4.26K +40 +1%
FPFS
791
First Personal Financial Services
North Carolina
$396K – – –
BB
792
Busey Bank
Illinois
$396K -$44.9K -422 -10%
NDSI
793
Newman Dignan & Sheerar Inc
Rhode Island
$394K – – –
GT
794
Glenview Trust
Kentucky
$393K +$25.3K +238 +7%
IFWM
795
Institute for Wealth Management
Colorado
$393K -$4.47K -42 -1%
CTC
796
Cetera Trust Company
Minnesota
$393K – – –
WA
797
Wealth Alliance
New York
$392K +$20.3K +191 +5%
S
798
Sachetta
Massachusetts
$392K -$2.35K -21 -0.6%
RCM
799
RNC Capital Management
California
$392K +$1.7K +16 +0.4%
SVWAG
800
Sound View Wealth Advisors Group
Georgia
$390K – – –
30 31
32
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