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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 %
Two Sigma Investments
276
Two Sigma Investments
New York
$3.26M 28,374 -128,038 -82%
TW
277
Transform Wealth
Colorado
$3.25M 28,292 +5,141 +22%
CWG
278
Cornerstone Wealth Group
North Carolina
$3.23M 28,122 +204 +0.7%
NGA
279
Naples Global Advisors
Florida
$3.23M 28,059 -80 -0.3%
AP
280
Americana Partners
Texas
$3.22M 28,018 +129 +0.5%
MFFIA
281
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.21M 27,930 -200 -0.7%
DWP
282
Daymark Wealth Partners
Ohio
$3.21M 27,877 +1,056 +4%
Barclays
283
Barclays
United Kingdom
$3.18M 27,652 +26,139 +1,728%
LJHT
284
Laurie J. Hall Trustee
$3.17M 27,552 -40 -0.1%
SFA
285
Sequoia Financial Advisors
Ohio
$3.12M 27,119 -18 -0.1%
AAS
286
Avantax Advisory Services
Texas
$3.12M 27,103 +914 +3%
Diamond Hill Capital Management
287
Diamond Hill Capital Management
Ohio
$3.11M 27,000 – –
CIP
288
Capital Insight Partners
Arizona
$3.1M 26,932 +4,317 +19%
TCM
289
Telos Capital Management
California
$3.06M 26,647 -430 -2%
FAM
290
Fred Alger Management
New York
$3.02M 26,295 – –
PS
291
Principal Securities
Iowa
$3.01M 26,144 +4,153 +19%
BNP Paribas Financial Markets
292
BNP Paribas Financial Markets
France
$2.98M 25,890 +1,552 +6%
CAMG
293
CWA Asset Management Group
Florida
$2.95M 25,676 +25,676 New
OA
294
Oxbow Advisors
Texas
$2.92M 25,402 -145 -0.6%
SIS
295
Susquehanna International Securities
Ireland
$2.92M 25,400 +25,400 New
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
$2.9M 25,157 +39 +0.2%
KFS
297
Kurt F. Somerville
$2.89M 25,108 -6,117 -20%
LIP
298
Lighthouse Investment Partners
Florida
$2.88M 25,000 -23,310 -48%
PIM
299
Penobscot Investment Management
Massachusetts
$2.87M 24,967 +200 +0.8%
FBC
300
Fairfield, Bush & Co
Connecticut
$2.87M 24,949 -3,668 -13%
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12
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