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 %
GIA
976
Gateway Investment Advisers
Ohio
$253K – – –
FFA
977
First Foundation Advisors
California
$252K -$121K -1,137 -32%
WPP
978
Whalerock Point Partners
Rhode Island
$251K +$7.56K +71 +3%
MBT
979
Montecito Bank & Trust
California
$251K -$63.6K -597 -20%
KCFA
980
Key Client Fiduciary Advisors
New Jersey
$251K +$2.66K +25 +1%
ClearBridge Investments
981
ClearBridge Investments
New York
$250K – – –
RWMG
982
Redwood Wealth Management Group
New Jersey
$250K -$1.07K -10 -0.4%
KCM
983
Kendall Capital Management
Maryland
$250K -$8.09K -76 -3%
SIC
984
Shoker Investment Counsel
Ohio
$249K -$9.58K -90 -4%
GF
985
Gimbal Financial
Indiana
$248K +$332 +3 +0.1%
MKA
986
M. Kulyk & Associates
Georgia
$248K +$248K +2,330 New
BFC
987
Blue Fin Capital
Rhode Island
$248K +$958 +9 +0.4%
9WM
988
9258 Wealth Management
Ohio
$247K +$2.13K +20 +0.9%
CAM
989
Cozad Asset Management
Illinois
$246K – – –
IA
990
IFG Advisory
Georgia
$246K +$246K +2,310 New
CIC
991
Chilton Investment Company
Connecticut
$245K – – –
PJSIMP
992
P.J. Schmidt Investment Management (PJS)
Wisconsin
$245K – – –
RT
993
Rockland Trust
Massachusetts
$244K +$244K +2,295 New
HWM
994
Horizon Wealth Management
Illinois
$244K +$7.66K +72 +3%
FRA
995
Frank Rimerman Advisors
California
$242K +$242K +2,272 New
DCBT
996
Dakota Community Bank & Trust
North Dakota
$241K +$6.18K +58 +3%
FCA
997
FLC Capital Advisors
California
$241K – – –
FSA
998
Financial Security Advisor
Virginia
$240K – – –
CWM
999
Connecticut Wealth Management
Connecticut
$240K -$20.1K -189 -8%
ACM
1000
Allred Capital Management
Texas
$239K -$319 -3 -0.1%
38 39
40
41 42