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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 %
SAG
1101
Spotlight Asset Group
Illinois
$112K 1,055 – –
GEA
1102
Glen Eagle Advisors
New Jersey
$111K 1,040 – –
CA
1103
Continuum Advisory
Idaho
$110K 1,035 -11 -1%
TWP
1104
Triad Wealth Partners
Kansas
$108K 1,014 +1,014 New
BL
1105
BFSG LLC
California
$108K 1,012 +10 +1%
DSC
1106
Duncker Streett & Co
Missouri
$106K 992 -71 -7%
AA
1107
AlphaMark Advisors
Kentucky
$103K 965 – –
FDCP
1108
Foster Dykema Cabot & Partners
Massachusetts
$99.6K 936 – –
CNBTD
1109
Citizens National Bank Trust Department
Mississippi
$98.5K 925 – –
ZB
1110
Zions Bancorporation
Utah
$95K 892 -99 -10%
GBT
1111
Grove Bank & Trust
Florida
$94.9K 891 -19 -2%
CFS
1112
CGC Financial Services
Oregon
$92.8K 872 – –
KWAG
1113
Kiely Wealth Advisory Group
North Carolina
$92.5K 832 – –
CSB
1114
City State Bank
Iowa
$91K 855 – –
OP
1115
ORG Partners
Indiana
$90.2K 847 – –
ST
1116
Smithfield Trust
Pennsylvania
$86K 817 -13 -2%
EDRH
1117
Edmond de Rothschild Holding
Switzerland
$85.2K 800 – –
HC
1118
Hoese & Co
Minnesota
$85.1K 825 – –
CFG
1119
CKW Financial Group
Hawaii
$85K 800 – –
PPC
1120
Park Place Capital
Alabama
$84.5K 794 -879 -53%
CA
1121
Crewe Advisors
Utah
$82.5K 775 -500 -39%
HDIM
1122
Hanson & Doremus Investment Management
Vermont
$79K 740 – –
OCM
1123
Orion Capital Management
California
$78K 733 – –
WTA
1124
Washington Trust Advisors
Massachusetts
$74.4K 699 +350 +100%
SS
1125
Sunbelt Securities
Texas
$69.3K 651 -249 -28%
43 44
45
46 47