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
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 %
AA
926
Addison Advisors
Vermont
$283K +$37.4K +351 +15%
EWM
927
Elmwood Wealth Management
California
$283K -$561K -5,265 -66%
RC
928
Roundview Capital
New Jersey
$283K -$3.83K -36 -1%
OWA
929
Opal Wealth Advisors
New York
$282K -$1.49K -14 -0.5%
MFG
930
Magnus Financial Group
New York
$282K +$2.66K +25 +1%
BMSSC
931
B. Metzler seel. Sohn & Co
Germany
$281K -$205K -1,927 -42%
CC
932
Chicago Capital
Illinois
$281K – – –
KA
933
Klingman & Associates
New York
$279K -$9.58K -90 -3%
SAA
934
Southeast Asset Advisors
Georgia
$279K -$6.81K -64 -2%
ATPW
935
Ashton Thomas Private Wealth
Arizona
$278K -$20.1K -189 -7%
MWA
936
Meridian Wealth Advisors
Texas
$277K – – –
CPRC
937
Consolidated Portfolio Review Corp
New York
$277K -$5.32K -50 -2%
NERM
938
New England Research & Management
Illinois
$276K -$10.6K -100 -4%
PWP
939
Private Wealth Partners
California
$276K – – –
FFA
940
Founders Financial Alliance
North Carolina
$274K +$319 +3 +0.1%
ES
941
Eagle Strategies
New York
$274K +$274K +2,570 New
GWM
942
GSB Wealth Management
Connecticut
$273K +$532 +5 +0.2%
BP
943
BBR Partners
New York
$273K -$489K -4,593 -64%
AL
944
Aspiriant LLC
California
$272K -$63K -592 -19%
NCM
945
Northside Capital Management
Oregon
$271K – – –
MIM
946
Merrion Investment Management
New Jersey
$270K – – –
BGAI
947
Bruce G. Allen Investments
Colorado
$269K -$31.1K -292 -10%
HSA
948
HBK Sorce Advisory
Pennsylvania
$268K +$15.3K +144 +6%
CWM
949
Cornerstone Wealth Management
Missouri
$268K +$1.7K +16 +0.6%
RCA
950
Resonant Capital Advisors
Wisconsin
$267K -$3.09K -29 -1%
36 37
38
39 40