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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 %
Belvedere Trading
951
Belvedere Trading
Illinois
$266K -$461K -4,334 -63%
FRM
952
Fox Run Management
Connecticut
$265K +$265K +2,491 New
OAM
953
Occidental Asset Management
California
$265K -$1.07K -10 -0.4%
FTWA
954
Fifth Third Wealth Advisors
Ohio
$265K +$265K +2,490 New
MLL
955
Moody Lynn & Lieberson
Massachusetts
$265K – – –
AEPWM
956
Atlantic Edge Private Wealth Management
Florida
$264K +$6.39K +60 +2%
GQG Partners
957
GQG Partners
Florida
$263K +$263K +2,475 New
LFA
958
Laraway Financial Advisors
Minnesota
$263K – – –
IA
959
IFP Advisors
Florida
$262K +$104K +976 +66%
AIA
960
Angeles Investment Advisors
California
$262K -$126K -1,188 -33%
CIA
961
Compass Ion Advisors
Pennsylvania
$262K – – –
SSWM
962
Sheets Smith Wealth Management
North Carolina
$261K -$18.6K -175 -7%
EL
963
Essex LLC
Illinois
$261K +$10.6K +100 +4%
PP
964
Pacifica Partners
Canada
$261K – – –
LKIM
965
Lawson Kroeker Investment Management
Nebraska
$260K +$4.47K +42 +2%
CNBT
966
Canandaigua National Bank & Trust
New York
$259K -$72.5K -681 -22%
NPF
967
Norris Perne & French
Michigan
$259K -$38.9K -365 -13%
PAM
968
Paradigm Asset Management
New York
$258K – – –
IF
969
Intrua Financial
Texas
$256K -$532 -5 -0.2%
WPW
970
Waldron Private Wealth
Pennsylvania
$255K -$44.1K -414 -15%
PFSC
971
Peoples Financial Services Corp
Pennsylvania
$255K -$11.3K -106 -4%
NA
972
Nottingham Advisors
New York
$255K +$255K +2,396 New
GLA
973
Good Life Advisors
Pennsylvania
$254K +$2.34K +22 +0.9%
ACM
974
Argyle Capital Management
Pennsylvania
$253K – – –
PCP
975
Proficio Capital Partners
Massachusetts
$253K -$1.07K -10 -0.4%
37 38
39
40 41