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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 %
NHC
501
Nicholas Hoffman & Company
Georgia
$1.15M +$12.4K +108 +1%
FFWA
502
FRG Family Wealth Advisors
Washington
$1.14M – – –
Kayne Anderson Rudnick Investment Management
503
Kayne Anderson Rudnick Investment Management
California
$1.14M -$37.4K -325 -3%
WG
504
Welch Group
Alabama
$1.13M -$44.2K -384 -4%
VNA
505
Valley National Advisers
Pennsylvania
$1.13M -$799K -6,957 -41%
MAM
506
Mystic Asset Management
Rhode Island
$1.13M -$29.3K -255 -3%
XF
507
XML Financial
Maryland
$1.13M +$63.4K +551 +6%
MFG
508
Merit Financial Group
Georgia
$1.13M -$95.1K -827 -8%
CCIA
509
Campbell & Co Investment Adviser
Maryland
$1.12M -$616K -5,355 -35%
KIA
510
KCM Investment Advisors
California
$1.12M -$8.86K -77 -0.8%
WFI
511
West Family Investments
California
$1.12M +$222K +1,927 +25%
DMC
512
Drexel Morgan & Co
Pennsylvania
$1.12M – – –
SAM
513
Silvercrest Asset Management
New York
$1.1M -$75.7K -658 -6%
LC
514
LCNB Corp
Ohio
$1.1M -$84K -730 -7%
BCM
515
Becker Capital Management
Oregon
$1.09M -$41.3K -359 -4%
WIM
516
WealthPlan Investment Management
Nebraska
$1.09M +$11.5K +100 +1%
KIC
517
Kensington Investment Counsel
California
$1.09M -$115 -1 -0%
Russell Investments Group
518
Russell Investments Group
United Kingdom
$1.08M +$351K +3,050 +48%
LFAS
519
Level Four Advisory Services
Texas
$1.08M -$92.1K -850 -8%
RWP
520
RWA Wealth Partners
Massachusetts
$1.08M +$4.6K +40 +0.4%
FPWM
521
FSB Premier Wealth Management
Iowa
$1.08M +$204K +1,773 +23%
P
522
Pitcairn
Pennsylvania
$1.07M -$80.9K -703 -7%
SB
523
Simmons Bank
Arkansas
$1.07M -$26.7K -232 -2%
HTIM
524
Harbour Trust & Investment Management
Indiana
$1.07M -$34.5K -300 -3%
FAIM
525
Financial Advocates Investment Management
Washington
$1.05M -$25.4K -221 -2%
19 20
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