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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 %
AWM
851
Angeles Wealth Management
California
$361K -$18.6K -162 -5%
HIP
852
HUB Investment Partners
Texas
$361K +$115 +1 +0%
PCA
853
Peddock Capital Advisors
Massachusetts
$359K – – –
KFI
854
Key Financial Inc
Pennsylvania
$358K -$2.76K -24 -0.8%
EWM
855
Empirical Wealth Management
Washington
$358K -$101K -882 -22%
CP
856
Canopy Partners
Ohio
$358K – – –
HCA
857
Heck Capital Advisors
Wisconsin
$357K -$376K -3,270 -51%
PI
858
PFG Investments
New York
$356K -$8.97K -78 -2%
FFN
859
Focus Financial Network
Minnesota
$355K +$1.73K +15 +0.5%
WCF
860
West Coast Financial
California
$355K – – –
AA
861
Ancora Advisors
Ohio
$354K -$7.02K -61 -2%
GWM
862
Gitterman Wealth Management
New Jersey
$354K +$5.86K +51 +2%
ECG
863
Edge Capital Group
Georgia
$353K -$1.96K -17 -0.6%
WA1
864
Wimmer Associates 1
California
$352K – – –
BC
865
Belmont Capital
California
$352K – – –
WHC
866
Wulff, Hansen & Co
California
$350K – – –
CCFCSB
867
Cape Cod Five Cents Savings Bank
Massachusetts
$350K -$35.3K -307 -9%
SFWA
868
Summit Financial Wealth Advisors
Louisiana
$349K – – –
IWA
869
Icon Wealth Advisors
Texas
$349K -$920 -8 -0.3%
SL
870
Sentry LLC
Tennessee
$346K -$4.03K -35 -1%
AIP
871
Almanack Investment Partners
Pennsylvania
$346K +$1.5K +13 +0.4%
BIA
872
Beacon Investment Advisors
Maryland
$345K – – –
SEP
873
Southland Equity Partners
Missouri
$345K +$25.1K +218 +8%
CT
874
Colonial Trust
South Carolina
$342K -$10.2K -89 -3%
WAP
875
Wealthcare Advisory Partners
Pennsylvania
$342K +$25.1K +218 +8%
33 34
35
36 37