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

Top Sellers

1
MF
Magnetar Financial
Illinois
$0
2
Bank of New York Mellon
Bank of New York Mellon
New York
$87.5M
3
Franklin Resources
Franklin Resources
California
$509M
4
CCM
Cullen Capital Management
New York
$259M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
976
Chilton Investment Company
Connecticut
$265K – – –
PJSIMP
977
P.J. Schmidt Investment Management (PJS)
Wisconsin
$265K – – –
HSA
978
HBK Sorce Advisory
Pennsylvania
$264K -$25.5K -222 -9%
NFP
979
Narus Financial Partners
Utah
$264K +$264K +2,296 New
RT
980
Rockland Trust
Massachusetts
$264K – – –
IF
981
Intrua Financial
Texas
$264K -$12.9K -112 -5%
MLL
982
Moody Lynn & Lieberson
Massachusetts
$263K -$23K -200 -8%
HWM
983
Horizon Wealth Management
Illinois
$263K – – –
WPW
984
Waldron Private Wealth
Pennsylvania
$261K -$14.3K -124 -5%
CAM
985
Cozad Asset Management
Illinois
$260K -$5.75K -50 -2%
CC
986
Centiva Capital
New York
$260K -$241K -2,098 -48%
FSA
987
Financial Security Advisor
Virginia
$260K – – –
LWM
988
Liberty Wealth Management
California
$259K +$259K +2,255 New
TWP
989
Tyche Wealth Partners
Texas
$258K +$345 +3 +0.1%
DCBT
990
Dakota Community Bank & Trust
North Dakota
$258K -$2.88K -25 -1%
9WM
991
9258 Wealth Management
Ohio
$257K -$9.78K -85 -4%
MRCM
992
M&R Capital Management
New Jersey
$257K – – –
WDG
993
Wealth Dimensions Group
Ohio
$257K +$7.94K +69 +3%
IPW
994
Inlet Private Wealth
Florida
$256K – – –
SLG
995
Stanley-Laman Group
Pennsylvania
$256K – – –
BFC
996
Blue Fin Capital
Rhode Island
$255K -$12.5K -109 -5%
DFG
997
Delta Financial Group
New Jersey
$255K – – –
MCM
998
Mattern Capital Management
Colorado
$254K – – –
OFS
999
OneAscent Financial Services
Alabama
$254K -$4.03K -35 -2%
HFRG
1000
Houlihan Financial Resource Group
Virginia
$253K – – –
38 39
40
41 42