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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 %
PL
701
Plancorp LLC
Missouri
$552K – – –
CSPAM
702
Cary Street Partners Asset Management
Virginia
$551K -$66.3K -576 -11%
CA
703
Cullinan Associates
Kentucky
$544K – – –
DAS
704
Diversify Advisory Services
Utah
$540K +$238K +2,080 +79%
GWMR
705
GC Wealth Management RIA
Massachusetts
$539K +$94.5K +822 +21%
CA
706
Claro Advisors
Massachusetts
$533K +$533K +4,638 New
RPC
707
Rossmore Private Capital
Connecticut
$532K – – –
PFP
708
Pinnacle Financial Partners
Tennessee
$532K +$5.29K +46 +1%
CWP
709
Cyndeo Wealth Partners
Florida
$529K -$26.9K -234 -5%
MAA
710
Mraz Amerine & Associates
California
$528K -$196K -1,706 -27%
MFIM
711
Mesirow Financial Investment Management
Illinois
$526K +$13.7K +119 +3%
GC
712
Grimes & Company
Massachusetts
$526K +$1.84K +16 +0.4%
IAS
713
Insigneo Advisory Services
Florida
$524K +$8.63K +75 +2%
ACA
714
Aptus Capital Advisors
Alabama
$523K -$7.94K -69 -1%
SIA
715
Strategic Investment Advisors
Michigan
$521K -$9.2K -80 -2%
WG
716
Wealth Group
North Carolina
$518K -$10K -87 -2%
SP
717
Stablepoint Partners
Massachusetts
$516K – – –
RCG
718
Regatta Capital Group
California
$515K +$345 +3 +0.1%
WT
719
Washington Trust
Rhode Island
$514K – – –
BFC
720
Bedel Financial Consulting
Indiana
$511K – – –
MSA
721
Marino Stram & Associates
Massachusetts
$511K +$2.99K +26 +0.6%
CHAM
722
Clear Harbor Asset Management
Connecticut
$509K +$11.5K +100 +2%
MSFS
723
Main Street Financial Solutions
Pennsylvania
$508K +$196K +1,703 +63%
VCM
724
Violich Capital Management
California
$507K – – –
PWG
725
Portside Wealth Group
Utah
$503K +$158K +1,375 +46%
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