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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.

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 %
GCA
1001
Guardian Capital Advisors
Ontario, Canada
$239K -$4.59M -41,723 -95%
OFS
1002
OneAscent Financial Services
Alabama
$239K -$6.82K -64 -3%
TWP
1003
Tyche Wealth Partners
Texas
$239K +$745 +7 +0.3%
MWM
1004
Mosley Wealth Management
California
$238K +$11.2K +105 +5%
MRCM
1005
M&R Capital Management
New Jersey
$238K -$114K -1,075 -32%
IPW
1006
Inlet Private Wealth
Florida
$237K +$237K +2,229 New
SLG
1007
Stanley-Laman Group
Pennsylvania
$237K +$237K +2,225 New
IPW
1008
Intergy Private Wealth
Colorado
$237K +$237K +2,223 New
IWM
1009
IHT Wealth Management
Illinois
$236K -$17.6K -165 -7%
DFG
1010
Delta Financial Group
New Jersey
$236K +$532 +5 +0.2%
FPAS
1011
Focus Partners Advisor Solutions
Missouri
$236K -$137K -1,289 -37%
MCM
1012
Mattern Capital Management
Colorado
$235K – – –
BBA
1013
Braun-Bostich & Associates
Pennsylvania
$235K +$235K +2,206 New
CBT
1014
CoreFirst Bank & Trust
Kansas
$234K – – –
RMDI
1015
R.M. Davis Inc
Maine
$234K +$10.6K +100 +5%
HFRG
1016
Houlihan Financial Resource Group
Virginia
$234K – – –
AGC
1017
Aspen Grove Capital
Colorado
$234K -$33.7K -316 -13%
X
1018
Xponance
Pennsylvania
$233K +$233K +2,192 New
DDPIC
1019
Deroy & Devereaux Private Investment Counsel
Michigan
$232K -$21.3K -200 -8%
FCBT
1020
First Citizens Bank & Trust
North Carolina
$232K -$6.92K -65 -3%
TI
1021
Trexquant Investment
Connecticut
$231K -$11.9M -111,940 -98%
ICP
1022
Interchange Capital Partners
Pennsylvania
$231K +$231K +2,169 New
LI
1023
LRI Investments
Florida
$231K +$213K +2,000 +1,190%
NP
1024
NorthRock Partners
Minnesota
$230K +$1.38K +13 +0.6%
WDG
1025
Wealth Dimensions Group
Ohio
$230K -$2.66K -25 -1%
39 40
41
42 43