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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 %
FRM
401
Fox Run Management
Connecticut
$1.68M +$1.4M +12,156 +488%
ECM
402
Evergreen Capital Management
Washington
$1.68M +$21.5K +187 +1%
MFG
403
Mosaic Financial Group
Illinois
$1.67M – – –
USCWA
404
U.S. Capital Wealth Advisors
Texas
$1.66M +$178K +1,547 +12%
FHA
405
First Horizon Advisors
Tennessee
$1.66M +$37.2K +323 +2%
EFMC
406
Empire Financial Management Company
New York
$1.65M -$52.2K -454 -3%
RGC
407
Roberts, Glore & Co
Illinois
$1.65M -$41.1K -357 -2%
GC
408
Guggenheim Capital
Illinois
$1.64M -$661K -5,745 -29%
ONB
409
Old National Bancorp
Indiana
$1.61M -$173K -1,507 -10%
QWM
410
Quadcap Wealth Management
Texas
$1.61M +$105K +914 +7%
LWL
411
Leo Wealth LLC
Texas
$1.6M +$120K +1,047 +8%
PA
412
Parallel Advisors
California
$1.6M +$112K +975 +8%
SCA
413
Snowden Capital Advisors
New York
$1.59M -$289K -2,513 -15%
S4W
414
Solutions 4 Wealth
Texas
$1.59M -$119K -1,037 -7%
VFA
415
Voya Financial Advisors
Connecticut
$1.58M +$73.2K +633 +5%
SC
416
Sepio Capital
Utah
$1.57M -$15.3K -133 -1%
EWA
417
EP Wealth Advisors
California
$1.57M +$211K +1,837 +16%
ADMI
418
Albert D. Mason Inc
Massachusetts
$1.55M -$8.51K -74 -0.5%
AIA
419
AIMZ Investment Advisors
California
$1.54M -$11.5K -100 -0.7%
NVCHI
420
New Vernon Capital Holdings II
New Jersey
$1.54M +$1.54M +13,364 New
PFS
421
Physicians Financial Services
North Carolina
$1.53M -$25.9K -225 -2%
AC
422
Arjuna Capital
North Carolina
$1.53M +$7.94K +69 +0.5%
BCM
423
BTC Capital Management
Iowa
$1.53M +$94.4K +821 +7%
IC
424
IEQ Capital
California
$1.52M +$91.3K +794 +6%
SCM
425
Sterling Capital Management
North Carolina
$1.52M +$1.52M +13,210 New
15 16
17
18 19