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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
1
Dimensional Fund Advisors
Texas
$789M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$203M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$64.6M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$70.7M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$52.3M

Top Sellers

1
MIP
1
Mondrian Investment Partners
United Kingdom
$142M
2
Citigroup
2
Citigroup
New York
$26.8M
3
MF
3
Magnetar Financial
Illinois
$139M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$18.7M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$210K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
876
Gitterman Wealth Management
New Jersey
$322K +$69.2K +650 +27%
AIA
877
Armor Investment Advisors
North Carolina
$321K -$56.3K -529 -15%
HWAM
878
Hennion & Walsh Asset Management
New Jersey
$321K -$104K -981 -25%
PWG
879
Portside Wealth Group
Utah
$319K +$10.5K +99 +3%
BIA
880
Beacon Investment Advisors
Maryland
$319K +$319K +3,000 New
AIP
881
Almanack Investment Partners
Pennsylvania
$319K +$3.51K +33 +1%
HWMG
882
Hurlow Wealth Management Group
Indiana
$316K -$1.07K -10 -0.3%
ERSOT
883
Employees Retirement System of Texas
Texas
$312K -$1.11M -10,429 -78%
CHA
884
Carmichael Hill & Associates
Maryland
$311K – – –
Susquehanna International Group
885
Susquehanna International Group
Pennsylvania
$311K -$436K -4,094 -58%
EFSCE
886
Enterprise Financial Services Corp (EFSC)
Missouri
$310K -$37K -348 -11%
VC
887
Vicus Capital
Pennsylvania
$310K -$28.9K -271 -9%
TF
888
Tompkins Financial
New York
$310K -$6.71K -63 -2%
NWMG
889
National Wealth Management Group
Ohio
$307K +$307K +2,884 New
HNWAG
890
High Net Worth Advisory Group
Florida
$306K – – –
WAM
891
Weatherly Asset Management
California
$304K – – –
GTAM
892
Global Trust Asset Management
Florida
$304K – – –
DWM
893
Dorchester Wealth Management
Quebec, Canada
$303K -$10.6K -100 -3%
FNB
894
Farmers National Bank
Kentucky
$303K -$2.66K -25 -0.9%
D.E. Shaw & Co
895
D.E. Shaw & Co
New York
$302K +$302K +2,836 New
AWM
896
Axxcess Wealth Management
California
$302K +$2.24K +21 +0.7%
FFS
897
Founders Financial Securities
Maryland
$301K +$10K +94 +3%
FMWA
898
Forvis Mazars Wealth Advisors
Missouri
$299K +$20.4K +192 +7%
HPC
899
HM Payson & Co
Maine
$299K – – –
RFO
900
RiverGlades Family Offices
Florida
$298K – – –
34 35
36
37 38