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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 %
QC
1226
Quent Capital
New York
$13.4K 126 – –
PCFFS
1227
Pacific Center for Financial Services
California
$13.1K 123 – –
CA
1228
Centerpoint Advisors
Massachusetts
$13K 125 – –
PA
1229
PSI Advisors
Florida
$12.9K 121 -42 -26%
B
1230
Bellecapital
Switzerland
$12.8K 120 -797 -87%
CAM
1231
Creekmur Asset Management
Illinois
$12.3K 116 +10 +9%
MA
1232
MCF Advisors
Kentucky
$12.2K 115 – –
HWP
1233
Highline Wealth Partners
California
$12K 113 +87 +335%
GLR
1234
Great Lakes Retirement
Ohio
$11.4K 107 +107 New
HCM
1235
Horrell Capital Management
Arkansas
$11K 100 – –
CPG
1236
Cornerstone Planning Group
New Jersey
$10.9K 99 +54 +120%
FCAS
1237
First Command Advisory Services
Texas
$10.6K 100 -1 -1%
WPA
1238
West Paces Advisors
Georgia
$10.6K 100 – –
SIC
1239
SJS Investment Consulting
Ohio
$10.6K 100 – –
AAG
1240
Armstrong Advisory Group
Massachusetts
$10.6K 100 +87 +669%
FCT
1241
First Community Trust
Iowa
$10.4K 98 – –
AFG
1242
Albion Financial Group
Utah
$9.69K 91 – –
RS
1243
Rakuten Securities
Japan
$9.58K 90 -11 -11%
HGA
1244
Hobbs Group Advisors
South Carolina
$9.58K 90 +90 New
AIC
1245
Archer Investment Corporation
Indiana
$9.16K 86 -3 -3%
TWD
1246
True Wealth Design
Ohio
$8.84K 83 +83 New
CP
1247
Castleview Partners
Texas
$8.2K 77 – –
ITIM
1248
Indiana Trust & Investment Management
Indiana
$7.99K 75 – –
SGC
1249
Slocum, Gordon & Co
Rhode Island
$7.77K 73 – –
WWP
1250
WR Wealth Planners
Missouri
$7.13K 67 -149 -69%
48 49
50
51 52