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Novartis
NVS

Overview Fund Activity

1,303 hedge funds and large institutions have $15.2B invested in Novartis in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 413 increasing their positions, 476 reducing their positions, and 80 closing their positions.

Holders
1,303
Holders Change
+3
Holders Change %
+0.23%
% of All Funds
18.85%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
100
Increased
413
Reduced
476
Closed
80
Calls
$171M
Puts
$294M
Net Calls
-$123M
Net Calls Change
-$96.4M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$931M
2
Goldman Sachs
2
Goldman Sachs
New York
$401M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$122M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$196M
5
MIF
5
Mediolanum International Funds
Ireland
$24.1M

Top Sellers

1
MF
1
Magnetar Financial
Illinois
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$87.5M
3
Franklin Resources
3
Franklin Resources
California
$509M
4
CCM
4
Cullen Capital Management
New York
$259M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
226
Great Valley Advisor Group
Delaware
$4.56M 39,664 +8,321 +27%
PAG
227
Private Advisor Group
New Jersey
$4.49M 39,056 +608 +2%
PHS
228
Pekin Hardy Strauss
Illinois
$4.43M 38,493 -325 -0.8%
MFG
229
Monte Financial Group
Connecticut
$4.38M 38,113 +114 +0.3%
OCAM
230
Onex Canada Asset Management
Ontario, Canada
$4.34M 37,733 +2,000 +6%
WIC
231
Woodmont Investment Counsel
Tennessee
$4.33M 37,658 -728 -2%
GT
232
Glenmede Trust
Pennsylvania
$4.33M 37,613 -2,005 -5%
AP
233
Arlington Partners
Alabama
$4.32M 37,556 +6,404 +21%
HTC
234
Haverford Trust Company
Pennsylvania
$4.3M 37,423 +746 +2%
NPA
235
Nichols & Pratt Advisers
Massachusetts
$4.3M 37,347 -455 -1%
Boston Partners
236
Boston Partners
Massachusetts
$4.26M 37,039 +1,572 +4%
FGC
237
Financial Gravity Companies
Texas
$4.21M 36,603 +36,603 New
AAM
238
Azzad Asset Management
Virginia
$4.19M 36,433 +50 +0.1%
GSWM
239
Greenup Street Wealth Management
Michigan
$4.14M 35,979 +2,111 +6%
CGH
240
Crossmark Global Holdings
Texas
$4.1M 35,617 +7,824 +28%
CWP
241
Capital Wealth Planning
Florida
$4.08M 35,470 +11,607 +49%
ATC
242
Argent Trust Co
Tennessee
$4.03M 35,015 -560 -2%
AllianceBernstein
243
AllianceBernstein
Tennessee
$4.02M 34,974 +12,367 +55%
Prudential Financial
244
Prudential Financial
New Jersey
$4.02M 34,918 +6,993 +25%
WA
245
WealthTrust Axiom
Pennsylvania
$4M 34,810 -235 -0.7%
FWIA
246
Fort Washington Investment Advisors
Ohio
$3.9M 33,925 -700 -2%
OC
247
Oppenheimer & Co
New York
$3.89M 33,856 +1,150 +4%
BIC
248
Beach Investment Counsel
Pennsylvania
$3.89M 33,842 -330 -1%
YCM
249
Yousif Capital Management
Michigan
$3.89M 33,805 -1,497 -4%
DC
250
Davenport & Co
Virginia
$3.89M 33,778 -715 -2%
8 9
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