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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 Holding Trade Value Shares
Change 		Shares
Change %
AW
326
Apricus Wealth
South Carolina
$2.44M -$1M -8,703 -29%
MIP
327
Marietta Investment Partners
Wisconsin
$2.43M -$28.8K -250 -1%
BSAM
328
Blue Square Asset Management
New York
$2.43M +$49K +426 +2%
MPPW
329
Mitchell & Pahl Private Wealth
Oklahoma
$2.41M -$6.79K -59 -0.3%
PA
330
Procyon Advisors
Connecticut
$2.4M +$94.7K +823 +4%
FHB
331
First Hawaiian Bank
Hawaii
$2.39M -$107K -933 -4%
SEC
332
Seven Eight Capital
New York
$2.38M +$815K +7,082 +52%
CT
333
Coastline Trust
Rhode Island
$2.37M +$697K +6,060 +42%
DWA
334
Dorsey Wright & Associates
California
$2.37M +$2.37M +20,618 New
IIM
335
Ipswich Investment Management
Massachusetts
$2.33M -$460 -4 -0%
HF
336
HRT Financial
New York
$2.28M +$2.28M +19,846 New
TCOT
337
Trust Company of Toledo
Ohio
$2.26M +$5.87K +51 +0.3%
CA
338
Clearstead Advisors
Ohio
$2.26M -$231K -2,009 -9%
OPA
339
Old Port Advisors
Maine
$2.25M -$30.7K -267 -1%
ORG
340
Optimist Retirement Group
Washington
$2.22M +$19.1K +166 +0.9%
SYBT
341
Stock Yards Bank & Trust
Kentucky
$2.22M -$136K -1,181 -6%
WWA
342
WCG Wealth Advisors
Nevada
$2.22M -$13.2K -115 -0.6%
SF
343
Synovus Financial
Georgia
$2.2M +$659K +5,728 +43%
FM
344
Foster & Motley
Ohio
$2.18M +$322K +2,800 +17%
CIBC Asset Management
345
CIBC Asset Management
Ontario, Canada
$2.18M -$593K -5,194 -21%
AFM
346
Abbot Financial Management
Massachusetts
$2.18M -$2.3K -20 -0.1%
PCIA
347
Prime Capital Investment Advisors
Kansas
$2.17M -$136K -1,180 -6%
GLA
348
Great Lakes Advisors
Illinois
$2.17M +$107K +926 +5%
JIC
349
Johnson Investment Counsel
Ohio
$2.13M -$76.4K -664 -3%
BP
350
Ballentine Partners
Massachusetts
$2.12M +$118K +1,030 +6%
12 13
14
15 16