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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 %
FSWA
1351
Financial Synergies Wealth Advisors
Texas
– – -208 Closed
MG
1352
MilWealth Group
Wisconsin
– – -152 Closed
BCM
1353
Blume Capital Management
California
– – -150 Closed
IWP
1354
IAG Wealth Partners
Wisconsin
– – -150 Closed
PPWM
1355
PFG Private Wealth Management
Florida
– – -100 Closed
IPW
1356
Impact Partnership Wealth
Georgia
– – -99 Closed
GA
1357
GoalVest Advisory
New York
– – -77 Closed
LF
1358
LifeSteps Financial
California
– – -67 Closed
FIM
1359
Fernwood Investment Management
Massachusetts
– – -30 Closed
ACA
1360
American Capital Advisory
Idaho
– – -29 Closed
TIM
1361
Tortoise Investment Management
New York
– – -26 Closed
TCM
1362
TruNorth Capital Management
Michigan
– – -24 Closed
GFL
1363
Granite FO LLC
New Hampshire
– – -14 Closed
C
1364
Covestor
United Kingdom
$0 3 – –
IMC Chicago
1365
IMC Chicago
Illinois
– – – –
Hudson Bay Capital Management
1366
Hudson Bay Capital Management
Connecticut
– – – –
Capital Fund Management (CFM)
1367
Capital Fund Management (CFM)
France
– – – –
RAM
1368
Readystate Asset Management
Illinois
– – – –
Nomura Asset Management
1369
Nomura Asset Management
Japan
– – – –
Simplex Trading
1370
Simplex Trading
Illinois
– – – –
Parallax Volatility Advisers
1371
Parallax Volatility Advisers
California
– – – –
Wolverine Trading
1372
Wolverine Trading
Illinois
– – – –
GS
1373
GTS Securities
New York
– – – –
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