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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 %
H
1326
HoyleCohen
California
– – -4,147 Closed
ACM
1327
Ategra Capital Management
Virginia
– – -3,933 Closed
EWA
1328
Encompass Wealth Advisors
Oregon
– – -3,932 Closed
DBRC
1329
D.B. Root & Company
Pennsylvania
– – -3,902 Closed
Tudor Investment Corp
1330
Tudor Investment Corp
Connecticut
– – -3,875 Closed
HIC
1331
Hartline Investment Corp
Illinois
– – -3,685 Closed
BCA
1332
Bay Colony Advisors
Massachusetts
– – -3,685 Closed
NL
1333
NWAM LLC
Washington
– – -3,605 Closed
ACP
1334
Aveo Capital Partners
Colorado
– – -2,593 Closed
LWM
1335
Liberty Wealth Management
California
– – -2,474 Closed
PMA
1336
Prudent Man Advisors
Illinois
– – -2,334 Closed
BFA
1337
Buttonwood Financial Advisors
Maryland
– – -2,330 Closed
SC
1338
Sapient Capital
Indiana
– – -2,308 Closed
RWA
1339
River Wealth Advisors
Pennsylvania
– – -2,246 Closed
PWA
1340
Physician Wealth Advisors
Utah
– – -2,204 Closed
TW
1341
TritonPoint Wealth
Maryland
– – -2,157 Closed
FMI
1342
F/M Investments
District of Columbia
– – -2,150 Closed
CWS
1343
Cypress Wealth Services
California
– – -2,084 Closed
JFGIW
1344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -559 Closed
EC
1345
EntryPoint Capital
New York
– – -542 Closed
NIC
1346
Northwest Investment Counselors
Oregon
– – -485 Closed
NRG
1347
Nemes Rush Group
Michigan
– – -466 Closed
MAWCM
1348
Mine & Arao Wealth Creation & Management
California
– – -299 Closed
CT
1349
Clearstead Trust
Maine
– – -269 Closed
PO
1350
Private Ocean
California
– – -255 Closed
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