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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
1
Dimensional Fund Advisors
Texas
$931M
2
Goldman Sachs
2
Goldman Sachs
New York
$401M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$122M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$196M
5
MIF
5
Mediolanum International Funds
Ireland
$24.1M

Top Sellers

1
MF
1
Magnetar Financial
Illinois
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$87.5M
3
Franklin Resources
3
Franklin Resources
California
$509M
4
CCM
4
Cullen Capital Management
New York
$259M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MVIP
1176
Mar Vista Investment Partners
California
$34.5K – – –
Toronto Dominion Bank
1177
Toronto Dominion Bank
Ontario, Canada
$34.5K – – –
ABWM
1178
Alpine Bank Wealth Management
Colorado
$34.5K +$34.5K +300 New
LB
1179
Legacy Bridge
Iowa
$33.6K – – –
ATC
1180
Adirondack Trust Company
New York
$33.2K – – –
OA
1181
Operose Advisors
Wisconsin
$32.1K – – –
FFA
1182
Frazier Financial Advisors
Ohio
$31.2K -$18.4K -160 -37%
GKIM
1183
GW&K Investment Management
Massachusetts
$31K – – –
NMG
1184
New Millennium Group
Utah
$30.7K – – –
TFM
1185
TFC Financial Management
Massachusetts
$30.4K +$23.1K +201 +319%
RFS
1186
Richardson Financial Services
Massachusetts
$30.1K – – –
SVCP
1187
Silicon Valley Capital Partners
California
$29.5K – – –
BONH
1188
Bank of New Hampshire
New Hampshire
$29.3K – – –
RMC
1189
Resources Management Corp
Connecticut
$29K – – –
PAG
1190
Paladin Advisory Group
Iowa
$29K – – –
SFCL
1191
Strengthening Families & Communities LLC
Massachusetts
$28.8K – – –
Credit Agricole
1192
Credit Agricole
France
$28K – – –
BWAM
1193
Boyd Watterson Asset Management
Ohio
$27.3K -$575 -5 -2%
WAM
1194
WFA Asset Management
Wisconsin
$26.8K – – –
HCM
1195
Hollencrest Capital Management
California
$26.7K – – –
LIS
1196
Legacy Investment Solutions
Idaho
$25.4K +$25.4K +245 New
LWMI
1197
Legacy Wealth Management (Idaho)
Idaho
$25.4K +$25.4K +245 New
CWM
1198
Cedar Wealth Management
California
$25K – – –
CFFP
1199
Center for Financial Planning
Michigan
$24.2K – – –
RTL
1200
Red Tortoise LLC
Georgia
$23.8K – – –
46 47
48
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