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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.

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
1
Dimensional Fund Advisors
Texas
$931M
2
Goldman Sachs
2
Goldman Sachs
New York
$401M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$122M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$196M
5
MIF
5
Mediolanum International Funds
Ireland
$24.1M

Top Sellers

1
MF
1
Magnetar Financial
Illinois
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$87.5M
3
Franklin Resources
3
Franklin Resources
California
$509M
4
CCM
4
Cullen Capital Management
New York
$259M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$39.7M 344,951 +13,486 +4%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$38M 330,063 -24,386 -7%
WFMPM
53
Woodley Farra Manion Portfolio Management
Indiana
$37.2M 323,100 +3,721 +1%
SC
54
Saturna Capital
Washington
$36.6M 318,018 -8,395 -3%
Cerity Partners
55
Cerity Partners
New York
$36.3M 315,488 +46,232 +17%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$35.9M 312,076 -5,738 -2%
VanEck Associates
57
VanEck Associates
New York
$35.4M 310,713 +24,123 +8%
Citigroup
58
Citigroup
New York
$33.8M 294,178 +42,642 +17%
HighTower Advisors
59
HighTower Advisors
Illinois
$33.5M 290,860 -4,988 -2%
FCI
60
Financial Counselors Inc
Kansas
$29.9M 259,813 -375 -0.1%
GHA
61
GW Henssler & Associates
Georgia
$28.9M 250,878 +1,653 +0.7%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$28.2M 244,998 -3,913 -2%
US Bancorp
63
US Bancorp
Minnesota
$27.9M 242,627 +26,150 +12%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$27.1M 233,362 +41,859 +22%
MIM
65
Martin Investment Management
Florida
$27M 234,636 +5,700 +2%
Mirae Asset Global Investments
66
Mirae Asset Global Investments
South Korea
$26.8M 231,792 +124,111 +115%
OAM
67
Oppenheimer Asset Management
New York
$26.4M 229,901 -60,212 -21%
TRSOTSOK
68
Teachers Retirement System of the State of Kentucky
Kentucky
$26.4M 229,800 – –
FGI
69
Foresight Global Investors
New York
$25.9M 224,816 +53,520 +31%
AssetMark Inc
70
AssetMark Inc
California
$25.8M 223,996 +10,290 +5%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$25.4M 220,827 -2,210 -1%
Stifel Financial
72
Stifel Financial
Missouri
$25.2M 219,027 +8,284 +4%
BIP
73
Brandes Investment Partners
California
$24.6M 213,759 -10,465 -5%
FFB
74
First Financial Bankshares
Texas
$24.2M 210,808 -2,226 -1%
MIF
75
Mediolanum International Funds
Ireland
$24.1M 207,506 +207,506 New
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