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.

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 %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$23.4M 203,510 -13,169 -6%
Mariner
77
Mariner
Kansas
$23.4M 203,048 +5,267 +3%
Brown Advisory
78
Brown Advisory
Maryland
$23.3M 202,758 -20,052 -9%
Invesco
79
Invesco
Georgia
$23.3M 202,726 -40,155 -17%
IHAM
80
Integral Health Asset Management
New York
$23M 200,000 -100,000 -33%
MAP
81
Managed Asset Portfolios
Michigan
$22.2M 193,359 -51,451 -21%
GGI
82
Godsey & Gibb Inc
Virginia
$22M 191,338 +420 +0.2%
Connor, Clark & Lunn Investment Management (CC&L)
83
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$22M 191,317 +113,260 +145%
KAS
84
Kestra Advisory Services
Texas
$21.7M 188,747 -59 -0%
WIC
85
Wilkins Investment Counsel
Massachusetts
$21.6M 188,056 -913 -0.5%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.1M 183,256 +183,256 New
Citadel Advisors
87
Citadel Advisors
Florida
$21M 182,181 -64,380 -26%
QCM
88
QRG Capital Management
Illinois
$20.4M 177,263 -360 -0.2%
OMC
89
Old Mission Capital
Illinois
$20M 173,923 -71,053 -29%
EB
90
Eastern Bank
Massachusetts
$19.8M 171,947 +171,947 New
BCAM
91
Boston Common Asset Management
Massachusetts
$19.1M 166,173 +5,369 +3%
Neuberger Berman Group
92
Neuberger Berman Group
New York
$19.1M 165,895 -1,529 -0.9%
DLA
93
Douglas Lane & Associates
New York
$19M 164,853 -12,449 -7%
GD
94
Grandfield & Dodd
New York
$18.7M 162,363 +1,821 +1%
M&T Bank
95
M&T Bank
New York
$18.5M 161,066 -6,525 -4%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$18.2M 158,154 -17,329 -10%
Charles Schwab
97
Charles Schwab
California
$18.1M 157,256 +18,990 +14%
OA
98
Oak Associates
Ohio
$17.5M 152,034 +527 +0.3%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$17M 148,170 -4,885 -3%
MNA
100
Manning & Napier Advisors
New York
$16.3M 141,763 +449 +0.3%
2 3
4
5 6