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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 %
NRC
1026
New Republic Capital
North Carolina
$232K -$86.7K -754 -27%
CAM
1027
Cidel Asset Management
Ontario, Canada
$231K -$1.44M -12,494 -86%
Koshinski Asset Management
1028
Koshinski Asset Management
Illinois
$231K -$12.5K -109 -5%
SMH
1029
Sanders Morris Harris
Texas
$230K – – –
PAM
1030
Peak Asset Management
Colorado
$230K – – –
ET
1031
Equitable Trust
Tennessee
$229K +$229K +1,991 New
WPW
1032
Watershed Private Wealth
Illinois
$229K – – –
CCG
1033
Catalina Capital Group
California
$228K +$228K +1,985 New
FCBT
1034
First Citizens Bank & Trust
North Carolina
$228K -$23K -200 -9%
CCA
1035
Cobblestone Capital Advisors
New York
$227K – – –
FFA
1036
First Foundation Advisors
California
$227K -$44.7K -389 -16%
BLC
1037
Brown, Lisle/Cummings
Rhode Island
$227K +$7.48K +65 +3%
VST
1038
Van Strum & Towne
California
$227K – – –
BFIM
1039
Beese Fulmer Investment Management
Ohio
$225K – – –
GB
1040
Goepper Burkhardt
South Carolina
$224K – – –
SMC
1041
Smith, Moore & Co
Missouri
$224K – – –
MW
1042
Marcum Wealth
Ohio
$223K -$11K -96 -5%
CRI
1043
Commonwealth Retirement Investments
Virginia
$222K – – –
AAM
1044
Aureus Asset Management
Massachusetts
$222K +$222K +1,929 New
HFAS
1045
Hummer Financial Advisory Services
Illinois
$222K – – –
ABLA
1046
Alan B. Lancz & Associates
Ohio
$221K – – –
USB
1047
Union Savings Bank
Connecticut
$219K – – –
AF
1048
Apexium Financial
Texas
$219K – – –
CFO
1049
Callan Family Office
Pennsylvania
$219K +$219K +1,901 New
FWM
1050
Fairhaven Wealth Management
Illinois
$218K – – –
40 41
42
43 44