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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 %
CFFP
1201
Center for Financial Planning
Michigan
$22.4K 210 – –
RTL
1202
Red Tortoise LLC
Georgia
$22K 207 – –
BFPW
1203
BOK Financial Private Wealth
Colorado
$21.4K 201 – –
TC
1204
Trust Company
Kansas
$21.3K 200 – –
GJWM
1205
Gilliland Jeter Wealth Management
Arkansas
$21.3K 200 – –
NA
1206
Nordwand Advisors
Pennsylvania
$21.3K 200 – –
WBC
1207
West Branch Capital
Massachusetts
$21.3K 200 – –
OLVIG
1208
Oliver Lagore Vanvalin Investment Group
Michigan
$21.3K 200 – –
WIA
1209
Wetzel Investment Advisors
Indiana
$21.3K 220 – –
CAM
1210
Close Asset Management
United Kingdom
$21K 200 – –
CTB
1211
Country Trust Bank
Illinois
$20.7K 194 – –
BHWM
1212
Beaird Harris Wealth Management
Texas
$19.7K 185 – –
EBA
1213
Eagle Bay Advisors
New York
$19.6K 184 – –
QPBE
1214
Quintet Private Bank (Europe)
Luxembourg
$19.3K 157 – –
SIS
1215
Sound Income Strategies
Florida
$18.9K 177 – –
BIA
1216
Bell Investment Advisors
California
$18.3K 172 +41 +31%
AFS
1217
Annapolis Financial Services
Maryland
$17.1K 161 – –
TCM
1218
Tradewinds Capital Management
Washington
$16K 150 +150 New
AIP
1219
Ameritas Investment Partners
Nebraska
$16K 150 +150 New
Ninety One (UK)
1220
Ninety One (UK)
United Kingdom
$15.7K 147 – –
AF
1221
Arrow Financial
New York
$15.1K 142 +142 New
CMP
1222
Coston McIsaac & Partners
Maine
$15K 150 – –
CHC
1223
City Holding Co
West Virginia
$14.4K 135 -410 -75%
GJIA
1224
Glass Jacobson Investment Advisors
Maryland
$14.3K 134 – –
SC
1225
Stephens Consulting
Michigan
$14.1K 132 +132 New
47 48
49
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