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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
+$78.8M
2
Goldman Sachs
Goldman Sachs
New York
+$46.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$36.6M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$26.7M
5
MIF
Mediolanum International Funds
Ireland
+$24.1M

Top Sellers

1
MF
Magnetar Financial
Illinois
-$139M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$132M
3
Franklin Resources
Franklin Resources
California
-$112M
4
CCM
Cullen Capital Management
New York
-$71.1M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
576
Ruggaard & Associates
Ohio
$854K +$8.4K +73 +1%
CCM
577
Causeway Capital Management
California
$849K -$22.4M -194,953 -96%
LWCFA
578
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$848K – – –
MCM
579
Mill Capital Management
North Carolina
$844K – – –
MJP
580
Michael J. Puzo
$843K -$669K -5,820 -44%
RBC
581
Romano Brothers & Co
Illinois
$841K -$5.75K -50 -0.7%
TIAA Trust, National Association
582
TIAA Trust, National Association
North Carolina
$840K +$35.1K +305 +4%
MAM
583
Marotta Asset Management
Virginia
$836K -$12.4K -108 -1%
CWM
584
Calamos Wealth Management
Illinois
$831K +$831K +7,228 New
OWG
585
Oxford Wealth Group
Florida
$831K -$342K -2,973 -29%
LWA
586
Lantern Wealth Advisors
New York
$828K – – –
TCPW
587
Twin City Private Wealth
North Carolina
$826K -$60.2K -523 -7%
GIA
588
Gladstone Institutional Advisory
Florida
$824K -$12.1K -105 -1%
NWAG
589
Net Worth Advisory Group
Utah
$822K +$822K +7,150 New
KFSC
590
Keystone Financial Services (Colorado)
Colorado
$821K +$57.6K +501 +8%
FIM
591
Freedom Investment Management
Connecticut
$818K -$179K -1,555 -18%
BDS
592
Banco de Sabadell
Florida
$818K -$137K -1,191 -14%
CB
593
CNB Bank
Pennsylvania
$816K -$194K -1,684 -19%
SCA
594
St. Clair Advisors
Ohio
$816K – – –
Group One Trading
595
Group One Trading
Illinois
$816K +$57.5K +500 +8%
AFCM
596
Applied Finance Capital Management
Puerto Rico
$814K +$307K +2,666 +60%
CTC
597
Central Trust Company
Missouri
$813K -$36.6K -318 -4%
CPC
598
Cookson Peirce & Co
Pennsylvania
$812K +$1.04K +9 +0.1%
DWA
599
Douglass Winthrop Advisors
New York
$806K – – –
EFS
600
Essex Financial Services
Connecticut
$803K -$158K -1,381 -16%
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