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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 %
W
1126
WealthCollab
Washington
$67.3K 632 – –
FFC
1127
First Financial Corp
Indiana
$66.2K 622 – –
SOW
1128
State of Wyoming
Wyoming
$64.9K 610 +10 +2%
CP
1129
Camelot Portfolios
Ohio
$63.9K 600 +600 New
PFA
1130
Pathway Financial Advisers
Indiana
$63.2K 595 +10 +2%
RFA
1131
Register Financial Advisors
Georgia
$62.7K 589 +8 +1%
TSMHT
1132
Thurston Springer Miller Herd & Titak
Indiana
$62.5K 587 +587 New
HGERS
1133
Householder Group Estate & Retirement Specialist
Arizona
$62K 591 +101 +21%
MTIC
1134
Missouri Trust & Investment Company
Missouri
$61.5K 578 -150 -21%
FRA
1135
Front Row Advisors
California
$60K 564 – –
HWA
1136
HHM Wealth Advisors
Tennessee
$58.6K 550 -269 -33%
CB
1137
Centennial Bank
Arkansas
$58K 545 -107 -16%
SWM
1138
Sugarloaf Wealth Management
Georgia
$57.9K 544 +3 +0.6%
OIA
1139
Optimum Investment Advisors
Illinois
$56.4K 530 – –
PCTC
1140
Perkins Coie Trust Company
Washington
$56.3K 529 – –
Nisa Investment Advisors
1141
Nisa Investment Advisors
Missouri
$55.6K 522 +500 +2,273%
DF
1142
Dunhill Financial
United Kingdom
$54K 507 +9 +2%
CTA
1143
Colonial Trust Advisors
South Carolina
$53.2K 500 -2 -0.4%
PWA
1144
Provenance Wealth Advisors
Florida
$53.2K 500 – –
CB
1145
Chris Bulman
California
$53.2K 500 +500 New
FFA
1146
Fairfield Financial Advisors
Massachusetts
$51.7K 486 +486 New
RBC
1147
Roble Belko & Company
Pennsylvania
$50K 470 – –
BCA
1148
Bray Capital Advisors
Florida
$49.7K 467 – –
POIA
1149
Pin Oak Investment Advisors
Texas
$48K 449 +139 +45%
CSWM
1150
Cassady Schiller Wealth Management
Ohio
$47.3K 444 -224 -34%
44 45
46
47 48