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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 %
CAI
1051
Capital Advisors Inc
Oklahoma
$218K -$24K -209 -10%
PIA
1052
Perennial Investment Advisors
California
$218K +$218K +1,894 New
SL
1053
Sentinus LLC
Illinois
$218K +$218K +1,894 New
WPW
1054
Warther Private Wealth
Ohio
$217K – – –
Mitsubishi UFJ Asset Management
1055
Mitsubishi UFJ Asset Management
Japan
$217K -$20.4K -177 -9%
MMHP
1056
Murphy Middleton Hinkle & Parker
Georgia
$216K -$9.66K -84 -4%
IIC
1057
Ironwood Investment Counsel
Arizona
$215K +$215K +1,872 New
AGC
1058
Aspen Grove Capital
Colorado
$215K -$37.5K -326 -15%
CFS
1059
CRA Financial Services
New Jersey
$215K +$215K +1,866 New
CWS
1060
Cypress Wealth Services
California
$213K +$213K +1,850 New
MA
1061
MONECO Advisors
Connecticut
$212K -$21.9K -190 -9%
SFC
1062
SYM Financial Corp
Indiana
$211K +$211K +1,835 New
FG
1063
Foster Group
Iowa
$211K +$211K +1,834 New
HIA
1064
Harbor Investment Advisory
Maryland
$210K – – –
EM
1065
Excalibur Management
Massachusetts
$209K +$209K +1,820 New
GFWA
1066
Grey Fox Wealth Advisors
Delaware
$209K +$209K +1,818 New
EW
1067
Evoke Wealth
California
$207K +$207K +1,802 New
SB
1068
Strategic Blueprint
Georgia
$207K +$207K +1,802 New
Aristotle Capital Management
1069
Aristotle Capital Management
California
$206K -$20.5K -178 -9%
MWM
1070
Modern Wealth Management
Kansas
$206K +$206K +1,791 New
BA
1071
Bristlecone Advisors
Washington
$206K -$111K -968 -35%
TSS
1072
Two Sigma Securities
New York
$205K -$294K -2,557 -59%
FC
1073
Forte Capital
New York
$205K -$23.2K -202 -10%
FP
1074
Financial Perspectives
Minnesota
$204K +$66K +574 +48%
ST
1075
Spinnaker Trust
Maine
$202K +$202K +1,759 New
41 42
43
44 45