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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 %
NAM
626
NTV Asset Management
West Virginia
$716K – – –
SC
627
Schulhoff & Co
Ohio
$714K – – –
HWM
628
HB Wealth Management
Georgia
$714K +$59.4K +516 +9%
MTC
629
McDaniel Terry & Co
Texas
$712K +$42.6K +370 +6%
AWA
630
Arkadios Wealth Advisors
Georgia
$708K -$100K -870 -12%
M
631
MOTCO
Texas
$707K +$8.63K +75 +1%
HWMO
632
Heritage Wealth Management (Ohio)
Ohio
$706K – – –
WPC
633
Wedmont Private Capital
Pennsylvania
$705K +$36K +316 +5%
DWM
634
Diversify Wealth Management
Utah
$704K +$704K +6,168 New
GJWM
635
Gilliland Jeter Wealth Management
Arkansas
$701K +$678K +5,898 +2,949%
AWM
636
AE Wealth Management
Kansas
$701K -$25.4K -221 -3%
BCP
637
Berkeley Capital Partners
Georgia
$692K -$1.4M -12,188 -67%
HFO
638
Heritage Family Offices
Arizona
$690K +$7.48K +65 +1%
MMPW
639
Mitchell McLeod Pugh & Williams
Alabama
$688K +$2.88K +25 +0.4%
EGM
640
Engineers Gate Manager
New York
$682K -$773K -6,721 -53%
RFC
641
Regions Financial Corp
Alabama
$680K +$4.37K +38 +0.6%
SCP
642
Sivia Capital Partners
California
$679K +$38.2K +332 +6%
CFP
643
Cascade Financial Partners
California
$678K +$33.4K +292 +5%
CS
644
Cannell & Spears
New York
$676K -$66K -574 -9%
CIG
645
Cullen Investment Group
Louisiana
$673K – – –
1WM
646
1900 Wealth Management
Texas
$671K – – –
OC
647
Oarsman Capital
Wisconsin
$670K -$3.8K -33 -0.6%
AWM
648
Allen Wealth Management
North Carolina
$666K +$11.5K +100 +2%
PM
649
Penbrook Management
New York
$663K – – –
SW
650
StrongBox Wealth
Missouri
$659K +$68.1K +592 +12%
24 25
26
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