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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 %
FRA
1076
Frank Rimerman Advisors
California
$201K -$60K -522 -23%
CWP
1077
Concord Wealth Partners
Virginia
$196K -$41.4K -360 -17%
GIA
1078
GHP Investment Advisors
Colorado
$190K +$17.1K +149 +10%
CB
1079
Community Bank
New York
$187K – – –
TFA
1080
Transamerica Financial Advisors
Florida
$180K +$180K +1,561 +156,100%
CA
1081
CoreCap Advisors
Michigan
$179K +$134K +1,162 +295%
FC
1082
Fairscale Capital
New Hampshire
$178K – – –
HWA
1083
Heritage Wealth Advisors
Virginia
$173K – – –
AT
1084
Avalon Trust
New Mexico
$173K – – –
AWM
1085
AllSquare Wealth Management
New York
$170K – – –
UCB
1086
United Community Bank
South Carolina
$166K -$33.9K -295 -17%
FCA
1087
FinTrust Capital Advisors
South Carolina
$165K -$1.27K -11 -0.8%
PSB
1088
Piscataqua Savings Bank
New Hampshire
$164K – – –
FPB
1089
First PREMIER Bank
South Dakota
$162K +$36.8K +320 +29%
NSIM
1090
North Star Investment Management
Illinois
$160K +$3.8K +33 +2%
IA
1091
IFP Advisors
Florida
$158K -$125K -1,084 -44%
HBT
1092
Hills Bank & Trust
Iowa
$156K -$10.4K -90 -6%
MHR
1093
Matthew Hamilton Rosenberg
$151K +$14.5K +126 +11%
RI
1094
Ridgewood Investments
New Jersey
$150K -$345 -3 -0.2%
RAM
1095
Ramirez Asset Management
New York
$150K – – –
NIC
1096
Northwest Investment Counselors
Oregon
$149K +$149K +1,295 New
FDCP
1097
Foster Dykema Cabot & Partners
Massachusetts
$146K +$38K +330 +35%
MMG
1098
Monetary Management Group
Missouri
$145K – – –
GWSG
1099
GPS Wealth Strategies Group
Colorado
$142K – – –
LFG
1100
Larson Financial Group
Missouri
$141K +$135K +1,176 +2,219%
42 43
44
45 46