Novartis
NVS
1,310 hedge funds and large institutions have $14.7B invested in Novartis in 2024 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 428 increasing their positions, 488 reducing their positions, and 65 closing their positions.
105% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 65
88% more funds holding in top 10
Funds holding in top 10: 8 → 15 (+7)
4% more funds holding
Funds holding: 1,257 → 1,310 (+53)
0.12% less ownership
Funds ownership: 6.86% → 6.75% (-0.12%)
11% less call options, than puts
Call options by funds: $219M | Put options by funds: $246M
12% less capital inflows, than outflows
Capital inflows: $854M | Capital outflows: $966M
12% less repeat investments, than reductions
Existing positions increased: 428 | Existing positions reduced: 488
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$139M |
| 2 |
Bank of New York Mellon
New York
|
+$126M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$60.9M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$51.2M |
| 5 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$49.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mondrian Investment Partners
London,
United Kingdom
|
-$79.6M |
| 2 |
Citigroup
New York
|
-$66.7M |
| 3 |
Magnetar Financial
Evanston,
Illinois
|
-$60.3M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$55.6M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
-$44.6M |
NVS Hedge Fund Activity: Q2 2024 in Review
1,310 of the 6,944 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q2 2024, worth a combined $14.7B — up 7.9% from $13.6B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new NVS positions and 65 closed out — a net gain of 68 holders — while 428 added to existing stakes and 488 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $139M. The largest seller was Mondrian Investment Partners, cutting an estimated $79.6M.
- 1,310 institutional investors held Novartis (NVS) as of Q2 2024, up from 1,257 in Q1 2024.
- Funds reported $14.7B of Novartis stock for Q2 2024, up 7.9% quarter-over-quarter.
- 133 funds opened new Novartis positions in Q2 2024 and 65 closed out, a net change of +68 holders.
- The largest Novartis buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $139M added.
- The largest Novartis seller in Q2 2024 was Mondrian Investment Partners, an estimated $79.6M sold.
Based on aggregated 13F filings for Q2 2024.