Novartis

NVS

Market cap $244B

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.

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

1,300

Holders Change

+53

Holders Change %

+4.25%

% of All Funds

18.91%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+87.5%

% of All Funds

0.22%

New

132

Increased

424

Reduced

485

Closed

Calls

$219M

Puts

$246M

Net Calls

-$26.9M

Net Calls Change

-$21.8M

Top Buyers

1	1 Dimensional Fund Advisors Austin, Texas	$789M
2	2 Bank of New York Mellon New York	$203M
3	3 Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$64.6M
4	4 Bank of Montreal Toronto, Ontario, Canada	$70.7M
5	CCMG 5 Clark Capital Management Group Philadelphia, Pennsylvania	$52.3M

Top Sellers

1	MIP 1 Mondrian Investment Partners London, United Kingdom	$142M
2	2 Citigroup New York	$26.8M
3	MF 3 Magnetar Financial Evanston, Illinois	$139M
4	4 Qube Research & Technologies (QRT) London, United Kingdom	$18.7M
5	5 Aristotle Capital Management Los Angeles, California	$210K

#	Name	Market Value	Shares	Shares Change	Shares Change %
1151	FFA 1151 Frazier Financial Advisors Columbus, Ohio	$45.9K	431	+176	+69%
1152	PWMG 1152 Prestige Wealth Management Group Flemington, New Jersey	$45.2K	425	–	–
1153	CAS 1153 Coppell Advisory Solutions Coppell, Texas	$44.8K	421	+421	New
1154	TRCT 1154 Tower Research Capital (TRC) New York	$44.3K	416	-3,357	-89%
1155	MCM 1155 Manchester Capital Management Manchester, Vermont	$44.2K	415	–	–
1156	CFD 1156 Creative Financial Designs Kokomo, Indiana	$44K	413	+4	+1%
1157	TSWM 1157 Tyler-Stone Wealth Management Beachwood, Ohio	$42.6K	400	-20	-5%
1158	HNB 1158 Hilltop National Bank Casper, Wyoming	$42.6K	400	–	–
1159	CA 1159 CoreCap Advisors Southfield, Michigan	$41.9K	394	+24	+6%
1160	TFF 1160 The Family Firm Bethesda, Maryland	$40.5K	380	+380	New
1161	AGWCA 1161 Annis Gardner Whiting Capital Advisors Tampa, Florida	$40.3K	379	–	–
1162	WB 1162 Webster Bank Waterbury, Connecticut	$39.9K	375	–	–
1163	ME 1163 McIlrath & Eck Arlington, Washington	$39.9K	375	–	–
1164	SC 1164 Solstein Capital Menlo Park, California	$39.6K	372	–	–
1165	BWL 1165 Bogart Wealth LLC Mclean, Virginia	$39.5K	371	–	–
1166	LIP 1166 Liontrust Investment Partners London, United Kingdom	$39.1K	367	-289	-44%
1167	EWP 1167 Elevation Wealth Partners Santa Rosa, California	$37.3K	350	–	–
1168	ACM 1168 Accent Capital Management Centerville, Ohio	$37.3K	350	+350	New
1169	FMP 1169 Financial Management Professionals Austin, Texas	$36K	341	–	–
1170	SFO 1170 Standard Family Office Sioux Falls, South Dakota	$35.8K	336	–	–
1171	CIA 1171 Cape Investment Advisory Mcdonough, Georgia	$35.6K	334	-16	-5%
1172	SFC 1172 Strategic Financial Concepts San Antonio, Texas	$35.4K	30,709	+30,709	New
1173	AF 1173 Advisornet Financial Minnetonka, Minnesota	$34.8K	327	+1	+0.3%
1174	BCMLT 1174 Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$32.4K	304	-50	-14%
1175	ADL 1175 Asset Dedication LLC San Francisco, California	$32.3K	303	–	–

Novartis NVS Market cap $244B

Top Buyers

Top Sellers

Novartis

NVS

Market cap $244B