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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 %
BCM
451
Brookstone Capital Management
Illinois
$1.35M -$16.7K -145 -1%
GWM
452
Greenwich Wealth Management
Connecticut
$1.35M +$28.6K +249 +2%
TCOO
453
Trust Company of Oklahoma
Oklahoma
$1.35M -$21.3K -185 -2%
CNFG
454
Creegan & Nassoura Financial Group
New Hampshire
$1.34M -$17.3K -150 -1%
QI
455
Qtron Investments
Massachusetts
$1.33M +$101K +876 +8%
CPA
456
Court Place Advisors
Maryland
$1.33M -$28.8K -250 -2%
Bessemer Group
457
Bessemer Group
New Jersey
$1.31M -$120K -1,040 -8%
SC
458
Savant Capital
Illinois
$1.31M +$680K +5,908 +108%
MWM
459
Mission Wealth Management
California
$1.31M +$12.1K +105 +0.9%
FLPIM
460
F.L. Putnam Investment Management
Massachusetts
$1.3M -$45.4K -395 -3%
HH
461
Hilltop Holdings
Texas
$1.3M +$119K +1,034 +10%
AWM
462
Avior Wealth Management
Nebraska
$1.3M -$1.04K -9 -0.1%
SA
463
SpiderRock Advisors
Delaware
$1.29M +$1.29M +11,226 New
HTHT
464
Hemenway Trust Hemenway Trust
New Hampshire
$1.29M -$1.01M -8,791 -44%
WJWM
465
Williams Jones Wealth Management
New York
$1.28M -$17.7K -154 -1%
RWA
466
Redhawk Wealth Advisors
Minnesota
$1.28M +$143K +1,247 +13%
LFA
467
Legacy Financial Advisors
Kentucky
$1.28M +$38K +330 +3%
BA
468
Bridgewater Advisors
New York
$1.26M +$25K +226 +2%
VPI
469
Value Partners Investments
Manitoba, Canada
$1.26M +$647K +4,780 +105%
AWM
470
Apollon Wealth Management
South Carolina
$1.26M -$56.8K -494 -4%
VVP
471
Venture Visionary Partners
Ohio
$1.25M -$68.6K -596 -5%
FGP
472
Foyston, Gordon, & Payne
Ontario, Canada
$1.25M -$1.5M -13,005 -55%
AAM
473
AR Asset Management
California
$1.24M – – –
PFGIA
474
Patriot Financial Group Insurance Agency
Massachusetts
$1.24M +$149K +1,298 +14%
CCM
475
Chilton Capital Management
Texas
$1.23M -$8.05K -70 -0.6%
17 18
19
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