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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 %
VCWA
1026
Vanguard Capital Wealth Advisors
Colorado
$230K – – –
Koshinski Asset Management
1027
Koshinski Asset Management
Illinois
$229K +$3.79K +35 +2%
BTW
1028
Boston Trust Walden
Massachusetts
$228K +$4.68K +44 +2%
SW
1029
SteelPeak Wealth
California
$226K +$226K +2,127 New
BIA
1030
Barry Investment Advisors
Massachusetts
$226K +$1.38K +13 +0.6%
CAI
1031
Capital Advisors Inc
Oklahoma
$224K +$224K +2,107 New
AP
1032
Appleton Partners
Massachusetts
$224K -$11.6K -109 -5%
CIAS
1033
CFS Investment Advisory Services
New Jersey
$224K -$2.34K -22 -1%
CWP
1034
Concord Wealth Partners
Virginia
$220K -$48.2K -453 -18%
Mitsubishi UFJ Asset Management
1035
Mitsubishi UFJ Asset Management
Japan
$219K -$43.2K -406 -16%
ERWM
1036
Elk River Wealth Management
Colorado
$219K – – –
HBW
1037
Hazlett, Burt & Watson
West Virginia
$218K +$106 +1 +0%
MA
1038
MONECO Advisors
Connecticut
$217K +$217K +2,037 New
MW
1039
Marcum Wealth
Ohio
$216K +$216K +2,033 New
EL
1040
EWA LLC
Pennsylvania
$215K +$538 +5 +0.3%
BBW
1041
Blue Barn Wealth
Utah
$214K +$214K +2,006 New
PAM
1042
Peak Asset Management
Colorado
$213K +$213K +2,000 New
SMH
1043
Sanders Morris Harris
Texas
$213K +$213K +2,000 New
WA
1044
Wealthstream Advisors
New York
$213K +$213K +1,998 New
IBOK
1045
Independence Bank of Kentucky
Kentucky
$212K +$3.51K +33 +2%
SGK
1046
Steigerwald Gordon & Koch
Virginia
$212K +$212K +1,996 New
WPW
1047
Watershed Private Wealth
Illinois
$212K -$19.9K -187 -9%
FC
1048
Forte Capital
New York
$211K +$211K +1,980 New
CCA
1049
Cobblestone Capital Advisors
New York
$210K +$210K +1,975 New
Aristotle Capital Management
1050
Aristotle Capital Management
California
$210K -$47.3M -444,417 -100%
40 41
42
43 44