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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 %
AQR Capital Management
376
AQR Capital Management
Connecticut
$1.91M +$794K +6,903 +71%
RIL
377
Rothschild Investment LLC
Illinois
$1.91M -$2.07K -18 -0.1%
HCMT
378
Highland Capital Management (Tennessee)
Tennessee
$1.9M -$15.2K -132 -0.8%
KPWS
379
Kestra Private Wealth Services
Texas
$1.9M -$16.9K -147 -0.9%
Kovitz Investment Group Partners
380
Kovitz Investment Group Partners
Illinois
$1.89M -$201K -1,994 -10%
PG
381
Patten Group
Tennessee
$1.88M -$14.5K -126 -0.8%
DWT
382
Dorsey & Whitney Trust
South Dakota
$1.88M +$212K +1,844 +13%
SIA
383
Schechter Investment Advisors
Michigan
$1.87M +$89K +774 +5%
HFS
384
Hantz Financial Services
Michigan
$1.87M +$28.5K +248 +2%
TD Asset Management
385
TD Asset Management
Ontario, Canada
$1.86M -$36.8K -318 -2%
AWP
386
Ascent Wealth Partners
New York
$1.84M -$6.1K -53 -0.3%
AA
387
Altman Advisors
Illinois
$1.8M +$10.4K +90 +0.6%
RPSA
388
Richard P. Slaughter Associates
Texas
$1.78M -$64.5K -561 -3%
RJT
389
Raymond James Trust
Florida
$1.77M +$111K +963 +7%
LBC
390
Lowe Brockenbrough & Co
Virginia
$1.77M +$85.3K +742 +5%
Lido Advisors
391
Lido Advisors
California
$1.74M +$111K +969 +7%
PVI
392
Pine Valley Investments
New Jersey
$1.73M -$6.33K -55 -0.4%
PNC
393
Park National Corp
Ohio
$1.72M -$46.5K -404 -3%
IA
394
IAM Advisory
Pennsylvania
$1.72M +$41.8K +363 +2%
MIM
395
Marco Investment Management
Georgia
$1.71M -$1.15K -10 -0.1%
NAMP
396
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.71M – – –
PCM
397
Parsons Capital Management
Rhode Island
$1.7M -$21.3K -185 -1%
FNBT
398
FineMark National Bank & Trust
Florida
$1.7M +$3.8K +33 +0.2%
SCM
399
Stonebridge Capital Management
California
$1.7M – – –
TI
400
Trexquant Investment
Connecticut
$1.7M +$1.45M +12,599 +580%
14 15
16
17 18