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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 %
FC
1076
Fairscale Capital
New Hampshire
$171K 1,551 +1,551 New
Barclays
1077
Barclays
United Kingdom
$161K 1,513 +1,165 +335%
HWA
1078
Heritage Wealth Advisors
Virginia
$160K 1,505 – –
GIA
1079
GHP Investment Advisors
Colorado
$160K 1,501 – –
AT
1080
Avalon Trust
New Mexico
$160K 1,500 – –
DZ Bank
1081
DZ Bank
Germany
$159K 1,500 – –
AWM
1082
AllSquare Wealth Management
New York
$157K 1,479 – –
KFS
1083
Kelly Financial Services
Massachusetts
$155K 1,455 +47 +3%
HBT
1084
Hills Bank & Trust
Iowa
$154K 1,450 -1 -0.1%
FCA
1085
FinTrust Capital Advisors
South Carolina
$154K 1,446 +72 +5%
PSB
1086
Piscataqua Savings Bank
New Hampshire
$152K 1,429 -30 -2%
Walleye Trading
1087
Walleye Trading
New York
$146K 1,373 -8,765 -86%
NSIM
1088
North Star Investment Management
Illinois
$145K 1,358 -23 -2%
RI
1089
Ridgewood Investments
New Jersey
$140K 1,311 +1,311 New
AAP
1090
Arax Advisory Partners
Colorado
$139K 1,307 +44 +3%
RAM
1091
Ramirez Asset Management
New York
$138K 1,300 – –
MMG
1092
Monetary Management Group
Missouri
$134K 1,259 – –
LWANC
1093
Laurel Wealth Advisors (North Carolina)
North Carolina
$133K 1,249 – –
GWSG
1094
GPS Wealth Strategies Group
Colorado
$131K 1,232 – –
CFGS
1095
Concourse Financial Group Securities
Alabama
$129K 1,216 -2,091 -63%
FP
1096
Financial Perspectives
Minnesota
$128K 1,200 – –
TC
1097
Tacita Capital
Ontario, Canada
$128K 1,200 – –
MHR
1098
Matthew Hamilton Rosenberg
$127K 1,188 -134 -10%
EWM
1099
Evermay Wealth Management
Virginia
$125K 1,176 – –
FPB
1100
First PREMIER Bank
South Dakota
$116K 1,090 – –
42 43
44
45 46