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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 %
GG
801
Greenwood Gearhart
Arkansas
$409K -$28.8K -250 -7%
PCM
802
Pointe Capital Management
Michigan
$407K -$34.5K -300 -8%
IAA
803
Independent Advisor Alliance
North Carolina
$407K +$4.72K +41 +1%
TW
804
Traveka Wealth
California
$405K +$14.7K +128 +4%
AWA
805
Arete Wealth Advisors
Illinois
$405K -$261K -2,268 -39%
WA
806
Wealth Alliance
New York
$405K -$18.6K -162 -4%
EH
807
Equitable Holdings
New York
$405K +$22.9K +199 +6%
S
808
Sachetta
Massachusetts
$403K – – –
LA
809
Latitude Advisors
Florida
$403K – – –
RRA
810
Round Rock Advisors
Connecticut
$403K – – –
LG
811
LaFleur & Godfrey
Michigan
$402K – – –
HCP
812
Hexagon Capital Partners
Arkansas
$402K -$7.48K -65 -2%
BJL
813
Brighton Jones LLC
Washington
$401K -$220K -1,912 -35%
MSAM
814
Moloney Securities Asset Management
Missouri
$401K – – –
DDC
815
DF Dent & Co
Maryland
$399K -$41.4K -360 -9%
CCG
816
Cypress Capital Group
Florida
$398K +$4.49K +39 +1%
KWMG
817
King Wealth Management Group
Florida
$397K -$11.5K -100 -3%
SSWM
818
Smith Salley Wealth Management
North Carolina
$395K – – –
HIIFS
819
Harel Insurance Investments & Financial Services
Israel
$393K +$40.3K +351 +11%
RCM
820
RNC Capital Management
California
$392K – – –
TSW
821
Three Seasons Wealth
Utah
$391K +$391K +3,400 New
KAM
822
Knightsbridge Asset Management
California
$390K +$27.6K +240 +8%
RHAM
823
Round Hill Asset Management
California
$390K – – –
ACC
824
Acorn Creek Capital
Colorado
$390K +$8.86K +77 +2%
BSTWA
825
Blake Schutter Theil Wealth Advisors
Ohio
$388K +$388K +3,377 New
31 32
33
34 35