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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 %
KCM
826
Kanawha Capital Management
Virginia
$362K – – –
MWM
827
Mattern Wealth Management
Kansas
$362K -$46.1K -433 -11%
TW
828
Traveka Wealth
California
$362K +$31.5K +296 +10%
RHAM
829
Round Hill Asset Management
California
$361K – – –
PWP
830
Pursue Wealth Partners
California
$357K +$31.9K +300 +10%
PSFG
831
Prairie Sky Financial Group
Illinois
$357K – – –
CCFCSB
832
Cape Cod Five Cents Savings Bank
Massachusetts
$356K +$43.5K +409 +14%
AA
833
Argent Advisors
Louisiana
$356K – – –
CIA
834
Concurrent Investment Advisors
Florida
$356K +$33.8K +317 +10%
GDP
835
Great Diamond Partners
Maine
$355K -$7.35K -69 -2%
MWM
836
Meridian Wealth Management
Kentucky
$354K +$354K +3,329 New
EH
837
Equitable Holdings
New York
$353K +$32.8K +308 +10%
ACC
838
Acorn Creek Capital
Colorado
$352K +$32.5K +305 +10%
APWM
839
Argonautica Private Wealth Management
Massachusetts
$352K +$426 +4 +0.1%
AWM
840
Angeles Wealth Management
California
$351K -$20.8K -195 -6%
RFG
841
RFP Financial Group
Georgia
$350K -$10.4K -98 -3%
WC
842
Woodstock Corp
Massachusetts
$349K -$16K -150 -4%
BFW
843
Brady Family Wealth
Missouri
$347K – – –
SFS
844
Stiles Financial Services
Minnesota
$346K +$4.9K +46 +1%
FLI
845
Family Legacy Inc
South Carolina
$346K – – –
VC
846
Veracity Capital
Georgia
$345K -$23.8K -224 -6%
BCM
847
Beddow Capital Management
Wyoming
$345K – – –
FFN
848
Focus Financial Network
Minnesota
$343K +$343K +3,070 New
SAM
849
Smartleaf Asset Management
Massachusetts
$343K +$51.4K +482 +18%
CIAS
850
Capital Investment Advisory Services
North Carolina
$342K -$1.7K -16 -0.5%
32 33
34
35 36