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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 %
MWM
1251
Mascoma Wealth Management
New Hampshire
$7.13K 67 – –
RWPA
1252
Richard W. Paul & Associates
Michigan
$6.92K 65 – –
SIS
1253
Strategic Investment Solutions
Illinois
$6.84K 80 +80 New
CPA
1254
Clear Point Advisors
New York
$6.81K 64 – –
TFM
1255
TFC Financial Management
Massachusetts
$6.71K 63 – –
MSG
1256
Main Street Group
Virginia
$6.61K 62 – –
LFA
1257
Legend Financial Advisors
Pennsylvania
$6.49K 61 – –
MCM
1258
MV Capital Management
Maryland
$6.39K 60 – –
CCMI
1259
Creative Capital Management Investments
California
$6.28K 59 -53 -47%
VAG
1260
VisionPoint Advisory Group
Texas
$6.28K 59 – –
JGIA
1261
Jackson Grant Investment Advisers
Connecticut
$5.96K 56 – –
CJ
1262
Caitlin John
Michigan
$5.76K 54 -66 -55%
LFG
1263
Larson Financial Group
Missouri
$5.64K 53 -40 -43%
FFO
1264
Fortitude Family Office
Arizona
$5.64K 53 – –
FF
1265
Friedenthal Financial
New Jersey
$5.54K 52 – –
RCM
1266
Raleigh Capital Management
North Carolina
$5.5K 52 +2 +4%
IGWM
1267
ICA Group Wealth Management
Colorado
$5.32K 50 -29 -37%
AF
1268
Aviso Financial
Ontario, Canada
$5.32K 50 +50 New
RWA
1269
Redmont Wealth Advisors
Illinois
$5.11K 48 – –
TFGT
1270
TS Financial Group (TSFG)
Illinois
$5K 50 – –
FNWA
1271
Financial Network Wealth Advisors
Utah
$4.9K 46 +46 New
CCA
1272
Criterion Capital Advisors
Tennessee
$4.79K 45 – –
SRCM
1273
Signature Resources Capital Management
California
$4.79K 45 – –
MCA
1274
Maryland Capital Advisors
Maryland
$4.69K 44 -13 -23%
HI
1275
Horizon Investments
North Carolina
$4.68K 44 +4 +10%
49 50
51
52 53