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

Top Sellers

1
MF
Magnetar Financial
Illinois
$0
2
Bank of New York Mellon
Bank of New York Mellon
New York
$87.5M
3
Franklin Resources
Franklin Resources
California
$509M
4
CCM
Cullen Capital Management
New York
$259M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPWM
351
Jamison Private Wealth Management
Georgia
$2.12M – – –
AFG
352
Atomi Financial Group
New York
$2.12M +$505K +4,389 +31%
EI
353
Ellevest Inc
New York
$2.1M +$10.8K +94 +0.5%
CCG
354
Cloverfields Capital Group
Minnesota
$2.09M +$2.09M +18,178 New
III
355
Independent Investors Inc
New York
$2.06M – – –
HL
356
HeadInvest LLC
Maine
$2.05M -$14.6K -127 -0.7%
KCM
357
Kathmere Capital Management
Pennsylvania
$2.04M +$467K +4,056 +30%
QCG
358
Quadrant Capital Group
Ohio
$2.04M +$44.4K +386 +2%
AUB
359
Atlantic Union Bankshares
Virginia
$2.04M -$19.6K -170 -1%
GT
360
Greenleaf Trust
Michigan
$2.02M +$166K +1,445 +9%
MCM
361
MAI Capital Management
Ohio
$2.02M -$2.2M -19,168 -52%
KBG
362
Kahn Brothers Group
New York
$2.02M – – –
CCA
363
Checchi Capital Advisers
California
$2.02M -$70.9K -616 -3%
AI
364
Arvest Investments
Arkansas
$2.02M -$267K -2,324 -12%
QP
365
Quartz Partners
New York
$1.99M +$1.99M +17,310 New
PWM
366
Perigon Wealth Management
California
$1.99M -$25.3K -220 -1%
AMG
367
Advisors Management Group
Wisconsin
$1.98M -$4.14K -36 -0.2%
PFS
368
Prospera Financial Services
Texas
$1.97M +$115 +1 +0%
LSAG
369
Lake Street Advisors Group
New Hampshire
$1.97M +$1.1M +9,591 +127%
S
370
SimplyRich
California
$1.94M +$213K +1,850 +12%
BFA
371
Benedict Financial Advisors
Georgia
$1.94M -$38.1K -331 -2%
VT
372
Vise Technologies
New York
$1.92M +$39.1K +340 +2%
DAS
373
Dynamic Advisor Solutions
Arizona
$1.91M -$95.6K -831 -5%
CWM
374
Compass Wealth Management
Connecticut
$1.91M -$109K -950 -5%
PAM
375
Palisade Asset Management
Minnesota
$1.91M – – –
13 14
15
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