NVS icon

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 %
PB
776
Pinnacle Bancorp
Nebraska
$430K – – –
CIA
777
Concurrent Investment Advisors
Florida
$429K +$45.2K +393 +12%
IFWM
778
Institute for Wealth Management
Colorado
$429K +$4.95K +43 +1%
FPFS
779
First Personal Financial Services
North Carolina
$428K – – –
NDSI
780
Newman Dignan & Sheerar Inc
Rhode Island
$428K – – –
NME
781
Notis-McConarty Edward
$427K -$822K -7,146 -66%
VF
782
Virtu Financial
New York
$427K +$427K +3,714 New
AHL
783
Abel Hall LLC
Louisiana
$427K +$18.1K +157 +4%
GT
784
Glenview Trust
Kentucky
$426K +$1.38K +12 +0.3%
SRC
785
Shufro Rose & Co
New York
$426K – – –
Two Sigma Advisers
786
Two Sigma Advisers
New York
$426K -$23K -200 -5%
CIA
787
Cohen Investment Advisors
New Hampshire
$425K -$149K -1,299 -26%
PFBT
788
Parkside Financial Bank & Trust
Missouri
$425K -$33.7K -293 -7%
CTC
789
Cetera Trust Company
Minnesota
$424K – – –
GQG Partners
790
GQG Partners
Florida
$423K +$138K +1,203 +49%
LJAC
791
L.J. Altfest & Co
New York
$423K -$85.1K -740 -17%
BHWM
792
Bar Harbor Wealth Management
New Hampshire
$422K -$40.3K -350 -9%
TYCC
793
Texas Yale Capital Corp
Florida
$421K +$11.5K +100 +3%
SVWAG
794
Sound View Wealth Advisors Group
Georgia
$421K – – –
WS
795
Wedbush Securities
California
$421K -$673K -5,847 -62%
BHBT
796
Burke & Herbert Bank & Trust
Virginia
$420K – – –
CCM
797
Crew Capital Management
Ohio
$414K – – –
SMA
798
Sage Mountain Advisors
Georgia
$414K +$19.7K +171 +5%
FHA
799
Flagship Harbor Advisors
Massachusetts
$412K +$412K +3,580 New
PFWA
800
Paces Ferry Wealth Advisors
Georgia
$412K -$1.96K -17 -0.5%
30 31
32
33 34