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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 %
SIM
1276
Studio Investment Management
Illinois
$4.26K 40 – –
PGAM
1277
Princeton Global Asset Management
New Jersey
$4.05K 38 – –
PIS
1278
POM Investment Strategies
North Carolina
$3.83K 36 – –
HWM
1279
HighMark Wealth Management
Minnesota
$3.83K 36 – –
TIM
1280
Thompson Investment Management
Wisconsin
$3.3K 31 – –
IHWM
1281
Iron Horse Wealth Management
Iowa
$3.09K 29 – –
CAM
1282
ClariVest Asset Management
California
$2.77K 26 – –
MFG
1283
Mendota Financial Group
Wisconsin
$2.77K 26 +26 New
DAM
1284
Delta Asset Management
Tennessee
$2.66K 25 – –
TAM
1285
Tucker Asset Management
Colorado
$2.24K 21 +21 New
SHIM
1286
Stone House Investment Management
Pennsylvania
$2.2K 21 +1 +5%
AWM
1287
Abound Wealth Management
Tennessee
$2.02K 19 -24 -56%
HFM
1288
Hartford Financial Management
Connecticut
$2.02K 19 – –
FMTCOCP
1289
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K 22 -101 -82%
FCG
1290
Financial Connections Group
California
$2K 22 +22 New
MAM
1291
Marquette Asset Management
Minnesota
$1.81K 17 – –
PCWA
1292
Pacific Capital Wealth Advisors
California
$1.7K 16 -47 -75%
DMIC
1293
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.7K 16 +16 New
CPG
1294
Custom Portfolio Group
Colorado
$1.65K 15 – –
VCM
1295
Versant Capital Management
Arizona
$1.6K 15 – –
BFA
1296
Brown Financial Advisors
Ohio
$1.6K 15 +15 New
PMFA
1297
Plante Moran Financial Advisors
Michigan
$1.28K 12 -27 -69%
GIM
1298
Gold Investment Management
Alberta, Canada
$1.07K 10 – –
TFA
1299
Transamerica Financial Advisors
Florida
$1K 1 – –
FFL
1300
Financial Freedom LLC
Ohio
$339 3 – –
50 51
52
53 54