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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 %
CF
651
Centaurus Financial
California
$659K +$11.3K +98 +2%
CFO
652
CVA Family Office
Colorado
$658K – – –
DRD
653
Dennis R. Delaney
$654K -$896K -7,788 -58%
B
654
Bailard
California
$653K +$183K +1,593 +39%
TI
655
Tidal Investments
Wisconsin
$653K +$128K +1,114 +24%
VWM
656
Venturi Wealth Management
Texas
$650K +$3.11K +27 +0.5%
EGA
657
E&G Advisors
Texas
$648K – – –
PSP
658
Principal Street Partners
Tennessee
$647K – – –
OBGC
659
O'Brien Greene & Co
Pennsylvania
$641K -$14.3K -124 -2%
TWC
660
TD Waterhouse Canada
Ontario, Canada
$638K -$1.5K -13 -0.2%
CB
661
Cadence Bank
Mississippi
$637K -$2.3K -20 -0.4%
DJSG
662
D.J. St. Germain
Massachusetts
$632K – – –
IP
663
Ignite Planners
California
$631K -$10.7K -93 -2%
SAM
664
Smartleaf Asset Management
Massachusetts
$631K +$259K +2,239 +70%
PAMG
665
Patton Albertson Miller Group
Tennessee
$628K -$805 -7 -0.1%
GI
666
GAMMA Investing
California
$625K +$156K +1,359 +33%
MWM
667
Modera Wealth Management
New Jersey
$625K +$17.3K +150 +3%
MLA
668
MB, Levis & Associates
Pennsylvania
$622K – – –
NP
669
Nilsine Partners
Colorado
$619K -$46.6K -405 -7%
KSB
670
Kennebec Savings Bank
Maine
$619K +$619K +5,382 New
FCCM
671
First City Capital Management
Georgia
$617K +$2.88K +25 +0.5%
FWM
672
Forza Wealth Management
Florida
$615K +$3.45K +30 +0.6%
Lazard Asset Management
673
Lazard Asset Management
New York
$608K -$5.29K -46 -0.9%
CFG
674
Carr Financial Group
Massachusetts
$607K – – –
MA
675
Mezzasalma Advisors
New Jersey
$603K +$23.5K +204 +4%
25 26
27
28 29