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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 Market Value Shares Shares
Change 		Shares
Change %
VST
1051
Van Strum & Towne
California
$210K 1,972 +1,972 New
PFA
1052
Pathway Financial Advisors
Vermont
$210K 1,968 +1,968 New
MMHP
1053
Murphy Middleton Hinkle & Parker
Georgia
$209K 1,966 +1,966 New
BFIM
1054
Beese Fulmer Investment Management
Ohio
$209K 1,960 +1,960 New
JWA
1055
JFS Wealth Advisors
Pennsylvania
$209K 1,959 +18 +0.9%
GC
1056
Gratus Capital
Georgia
$208K 1,951 +1,951 New
GB
1057
Goepper Burkhardt
South Carolina
$208K 1,950 +1,950 New
SMC
1058
Smith, Moore & Co
Missouri
$207K 1,947 +1,947 New
BMMM
1059
Boston Mountain Money Management
Arkansas
$207K 1,944 -312 -14%
AP
1060
Adero Partners
California
$206K 1,933 +1,933 New
CRI
1061
Commonwealth Retirement Investments
Virginia
$206K 1,931 +1,931 New
HFAS
1062
Hummer Financial Advisory Services
Illinois
$205K 1,926 +1,926 New
HCM
1063
Hutner Capital Management
Vermont
$205K 1,923 +1,923 New
ABLA
1064
Alan B. Lancz & Associates
Ohio
$204K 1,918 +1,918 New
BLC
1065
Brown, Lisle/Cummings
Rhode Island
$203K 1,908 +1,020 +115%
USB
1066
Union Savings Bank
Connecticut
$203K 1,906 -87 -4%
AF
1067
Apexium Financial
Texas
$202K 1,902 +1,902 New
SC
1068
Searle & Co
Connecticut
$202K 1,900 +1,900 New
FWM
1069
Fairhaven Wealth Management
Illinois
$202K 1,899 +1,899 New
AWM
1070
AAF Wealth Management
Massachusetts
$202K 1,898 +1,898 New
WPW
1071
Warther Private Wealth
Ohio
$201K 1,887 +1,887 New
HIA
1072
Harbor Investment Advisory
Maryland
$195K 1,829 -11 -0.6%
JWM
1073
Janiczek Wealth Management
Colorado
$186K 1,747 +178 +11%
UCB
1074
United Community Bank
South Carolina
$185K 1,736 -1,366 -44%
CB
1075
Community Bank
New York
$173K 1,628 – –
41 42
43
44 45