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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 %
BMMM
1001
Boston Mountain Money Management
Arkansas
$253K +$29.2K +254 +13%
CBT
1002
CoreFirst Bank & Trust
Kansas
$252K -$1.04K -9 -0.4%
NP
1003
NorthRock Partners
Minnesota
$251K +$2.53K +22 +1%
ICP
1004
Interchange Capital Partners
Pennsylvania
$249K -$230 -2 -0.1%
GF
1005
Gimbal Financial
Indiana
$249K -$4.87K -43 -2%
GCA
1006
Guardian Capital Advisors
Ontario, Canada
$249K – – –
CFG
1007
Clayton Financial Group
Missouri
$249K +$249K +2,166 New
BTW
1008
Boston Trust Walden
Massachusetts
$249K +$2.3K +20 +0.9%
FMI
1009
F/M Investments
District of Columbia
$249K +$249K +2,150 New
VCWA
1010
Vanguard Capital Wealth Advisors
Colorado
$248K – – –
PT
1011
Plimoth Trust
Massachusetts
$247K +$247K +2,148 New
BIA
1012
Barry Investment Advisors
Massachusetts
$244K -$115 -1 -0%
CWM
1013
Connecticut Wealth Management
Connecticut
$243K -$16.3K -142 -6%
RMDI
1014
R.M. Davis Inc
Maine
$243K -$10.4K -90 -4%
BBW
1015
Blue Barn Wealth
Utah
$242K +$11.7K +102 +5%
CAG
1016
Crestwood Advisors Group
Massachusetts
$242K +$242K +2,104 New
SGK
1017
Steigerwald Gordon & Koch
Virginia
$241K +$10.9K +95 +5%
DDPIC
1018
Deroy & Devereaux Private Investment Counsel
Michigan
$239K -$11.5K -100 -5%
GDP
1019
Great Diamond Partners
Maine
$238K -$146K -1,269 -38%
HBW
1020
Hazlett, Burt & Watson
West Virginia
$237K – – –
ERWM
1021
Elk River Wealth Management
Colorado
$237K – – –
AP
1022
Appleton Partners
Massachusetts
$235K -$6.77K -59 -3%
CIC
1023
Crawford Investment Counsel
Georgia
$234K +$234K +2,035 New
EL
1024
EWA LLC
Pennsylvania
$233K +$26.6K +257 +13%
WA
1025
Wealthstream Advisors
New York
$232K +$2.07K +18 +0.9%
39 40
41
42 43