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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 %
FFA
426
Farther Finance Advisors
California
$1.52M +$313K +2,717 +26%
DM
427
Delphi Management
Massachusetts
$1.52M -$426K -3,701 -22%
AWA
428
Aaron Wealth Advisors
Illinois
$1.51M +$305K +2,656 +25%
SSB
429
Sandy Spring Bank
Maryland
$1.49M -$53.5K -465 -3%
BFO
430
Boston Family Office
Massachusetts
$1.49M – – –
SFG
431
SevenBridge Financial Group
Pennsylvania
$1.48M -$34.9K -330 -2%
BMCM
432
Bryn Mawr Capital Management
Pennsylvania
$1.47M -$24.3K -211 -2%
AWC
433
Abundance Wealth Counselors
Pennsylvania
$1.47M -$13.6K -118 -0.9%
BCFD
434
Boit C.F. David
$1.47M – – –
AWM
435
Aberdeen Wealth Management
Illinois
$1.46M -$115K -1,000 -7%
AL
436
Arnhold LLC
New York
$1.45M – – –
ACM
437
Ativo Capital Management
Illinois
$1.43M -$8.05K -70 -0.6%
GWM
438
Glass Wealth Management
Texas
$1.43M – – –
SWP
439
Stratos Wealth Partners
Ohio
$1.43M -$104K -902 -7%
TPCW
440
TD Private Client Wealth
New York
$1.43M +$414K +3,596 +41%
ARG
441
Advisory Resource Group
Oklahoma
$1.42M -$76.9K -669 -5%
CC
442
Callan Capital
California
$1.41M +$377K +3,281 +37%
SCTC
443
Sanibel Captiva Trust Company
Florida
$1.41M – – –
HKAM
444
Horizon Kinetics Asset Management
New York
$1.4M +$39.9K +347 +3%
BCB
445
Brian C. Broderick
$1.38M -$780K -6,780 -36%
RA
446
RFG Advisory
Alabama
$1.38M +$1.38M +11,967 New
CHP
447
Cable Hill Partners
Oregon
$1.37M +$63.3K +550 +5%
SGA
448
Strategic Global Advisors
California
$1.37M +$741K +6,440 +118%
BEAM
449
Baker Ellis Asset Management
Washington
$1.37M -$14.4K -125 -1%
CIC
450
Carnegie Investment Counsel
Ohio
$1.37M +$95.7K +832 +8%
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