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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AAM
301
Advisors Asset Management
Colorado
$2.84M -$262K -2,277 -8%
MOS
302
MGO One Seven
Ohio
$2.84M -$205K -1,779 -7%
AWS
303
Atria Wealth Solutions
New York
$2.77M -$129K -1,123 -4%
TAM
304
Tealwood Asset Management
Minnesota
$2.75M -$34.7K -302 -1%
IWC
305
Integrated Wealth Concepts
Massachusetts
$2.74M -$61.7K -536 -2%
FFM
306
Forum Financial Management
Illinois
$2.74M – – –
FC
307
FCA Corp
Texas
$2.74M +$17K +148 +0.6%
CCA
308
Catalyst Capital Advisors
New York
$2.73M -$434K -3,776 -14%
ABTD
309
Arvest Bank Trust Division
Oklahoma
$2.67M +$2.67M +23,246 New
ANTB
310
AMG National Trust Bank
Colorado
$2.64M -$747K -6,496 -22%
ERSOT
311
Employees Retirement System of Texas
Texas
$2.64M +$2.3M +20,010 +682%
FCMA
312
Foresight Capital Management Advisors
Michigan
$2.63M +$187K +1,628 +8%
WTC
313
WhitTier Trust Company
Nevada
$2.63M -$240K -2,089 -8%
FTDI
314
First Trust Direct Indexing
Massachusetts
$2.62M +$14.7K +128 +0.6%
HNB
315
Huntington National Bank
Ohio
$2.59M -$4.37K -38 -0.2%
VA
316
Vident Advisory
Georgia
$2.59M +$398K +3,457 +18%
BRWA
317
B. Riley Wealth Advisors
Florida
$2.59M -$281K -2,447 -10%
ECM
318
EagleClaw Capital Management
Massachusetts
$2.58M -$213K -1,850 -8%
CIA
319
Cascade Investment Advisors
Oregon
$2.57M -$34.5K -300 -1%
MYIA
320
Mount Yale Investment Advisors
Colorado
$2.55M +$581K +5,052 +30%
BFG
321
Beacon Financial Group
Texas
$2.51M -$88.7K -771 -3%
DA
322
Denali Advisors
California
$2.5M +$2.5M +21,695 New
CB
323
Commerce Bank
Missouri
$2.49M +$9.43K +82 +0.4%
EHC
324
Everett Harris & Co
California
$2.46M -$8.05K -70 -0.3%
SG Americas Securities
325
SG Americas Securities
New York
$2.45M +$388K +3,372 +19%
11 12
13
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