NVS icon

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 %
BHBT
801
Burke & Herbert Bank & Trust
Virginia
$389K +$389K +3,654 New
BTWM
802
Baker Tilly Wealth Management
Wisconsin
$387K -$189K -1,772 -33%
EIM
803
Essex Investment Management
Massachusetts
$386K – – –
CCM
804
Crew Capital Management
Ohio
$383K – – –
PFWA
805
Paces Ferry Wealth Advisors
Georgia
$383K -$9.37K -88 -2%
OL
806
Optas LLC
Texas
$382K +$61.7K +580 +19%
Walleye Capital
807
Walleye Capital
New York
$379K -$1.14M -10,735 -75%
TYCC
808
Texas Yale Capital Corp
Florida
$379K +$10.6K +100 +3%
HCP
809
Hexagon Capital Partners
Arkansas
$379K -$5.64K -53 -1%
AHL
810
Abel Hall LLC
Louisiana
$378K +$37.4K +351 +11%
CDH
811
Charles D. Hyman
$378K -$746 -7 -0.2%
KWMG
812
King Wealth Management Group
Florida
$378K +$10.6K +100 +3%
NED
813
Nancy E. Dempze
$376K -$666K -6,255 -64%
CCA
814
Cravens & Co Advisors
Tennessee
$373K – – –
LA
815
Latitude Advisors
Florida
$373K +$213 +2 +0.1%
RRA
816
Round Rock Advisors
Connecticut
$373K – – –
LG
817
LaFleur & Godfrey
Michigan
$372K +$63.8K +599 +21%
IAA
818
Independent Advisor Alliance
North Carolina
$372K -$20.8K -195 -5%
MSAM
819
Moloney Securities Asset Management
Missouri
$371K -$29.3K -275 -7%
RSWM
820
Robertson Stephens Wealth Management
California
$368K +$5K +47 +1%
SF
821
Summit Financial
New Jersey
$367K -$9.69K -91 -3%
SSWM
822
Smith Salley Wealth Management
North Carolina
$366K +$11.2K +105 +3%
SMA
823
Sage Mountain Advisors
Georgia
$365K +$4.58K +43 +1%
GFS
824
GYL Financial Synergies
Connecticut
$365K +$7.03K +66 +2%
CCG
825
Cypress Capital Group
Florida
$364K -$40.5K -380 -10%
31 32
33
34 35