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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.

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
1
Dimensional Fund Advisors
Texas
$931M
2
Goldman Sachs
2
Goldman Sachs
New York
$401M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$122M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$196M
5
MIF
5
Mediolanum International Funds
Ireland
$24.1M

Top Sellers

1
MF
1
Magnetar Financial
Illinois
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$87.5M
3
Franklin Resources
3
Franklin Resources
California
$509M
4
CCM
4
Cullen Capital Management
New York
$259M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
26
Natixis Advisors
Massachusetts
$108M 938,844 +26,317 +3%
Capital Research Global Investors
27
Capital Research Global Investors
California
$104M 905,435 +1,307 +0.1%
EARNEST Partners
28
EARNEST Partners
Georgia
$93.1M 809,147 -140 -0%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$90.3M 780,980 +123,077 +19%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$87.5M 760,633 -1,144,031 -60%
Truist Financial
31
Truist Financial
North Carolina
$85.6M 744,563 -5,842 -0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$76.5M 665,019 -114,662 -15%
JWBC
33
John W. Bristol & Co
New York
$71.7M 623,709 -1,214 -0.2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$67.4M 585,903 -52,742 -8%
Corient Private Wealth
35
Corient Private Wealth
Florida
$66.7M 579,792 -941 -0.2%
CCMG
36
Clark Capital Management Group
Pennsylvania
$65.9M 572,765 +81,156 +17%
RJA
37
Raymond James & Associates
Florida
$59.6M 518,181 -18,426 -3%
SEI Investments
38
SEI Investments
Pennsylvania
$59.3M 515,366 -54,586 -10%
First Trust Advisors
39
First Trust Advisors
Illinois
$59M 512,735 +45,219 +10%
American Century Companies
40
American Century Companies
Missouri
$58.6M 509,218 +16,974 +3%
HPG
41
Harvest Portfolios Group
Ontario, Canada
$57.3M 498,263 -19,676 -4%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$56.7M 492,656 +3,783 +0.8%
DADC
43
D.A. Davidson & Co
Montana
$56M 487,140 -4,942 -1%
LPL Financial
44
LPL Financial
California
$49.6M 431,589 +29,495 +7%
Ameriprise
45
Ameriprise
Minnesota
$48.9M 424,828 -22,846 -5%
TH
46
TCTC Holdings
Texas
$45.4M 395,012 -508 -0.1%
TAM
47
Todd Asset Management
Kentucky
$45.4M 394,338 -2,373 -0.6%
NW
48
NewEdge Wealth
Pennsylvania
$45.1M 392,250 +28,190 +8%
Pacer Advisors
49
Pacer Advisors
Pennsylvania
$44.3M 385,002 +9,934 +3%
MIS
50
Morningstar Investment Services
Illinois
$43.5M 375,916 +918 +0.2%
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