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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.

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 Market Value Shares Shares
Change 		Shares
Change %
JGUA
101
John G. Ullman & Associates
New York
$16.3M 141,466 -35,782 -20%
PC
102
Promethos Capital
Massachusetts
$16.2M 141,076 – –
FFIC
103
First Fiduciary Investment Counsel
Ohio
$16.2M 140,451 -1,121 -0.8%
PMG
104
ProVise Management Group
Florida
$15.2M 131,890 +3,337 +3%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$15.1M 131,045 +1,730 +1%
MML Investors Services
106
MML Investors Services
Massachusetts
$14.9M 129,201 +10,763 +9%
EWA
107
Exencial Wealth Advisors
Oklahoma
$14.6M 127,144 -4,744 -4%
EIA
108
Edgemoor Investment Advisors
Maryland
$14.5M 126,444 -3,525 -3%
CI
109
Cambiar Investors
Colorado
$14.4M 125,609 -91,047 -42%
QCM
110
Quantinno Capital Management
New York
$14.2M 123,390 +11,811 +11%
NPT
111
Nixon Peabody Trust
Massachusetts
$14M 121,770 +1,294 +1%
T. Rowe Price Associates
112
T. Rowe Price Associates
Maryland
$13.9M 120,721 +113,634 +1,603%
BCWM
113
Bartlett & Co Wealth Management
Ohio
$13.5M 117,169 -4,507 -4%
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$13.4M 116,898 -61,102 -34%
ISL
115
Ingalls & Snyder LLC
New York
$13.4M 116,434 +2,209 +2%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$13.1M 113,885 +4,229 +4%
EI
117
Ethic Inc
New York
$12.8M 132,747 -8,210 -6%
Osaic Holdings
118
Osaic Holdings
Arizona
$12.7M 110,514 +3,083 +3%
RMCM
119
Reynders McVeigh Capital Management
Massachusetts
$12.5M 109,084 -5,258 -5%
TAM
120
Tocqueville Asset Management
New York
$12.4M 107,518 -2,758 -3%
New York State Common Retirement Fund
121
New York State Common Retirement Fund
New York
$12.2M 106,377 +10,667 +11%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$12.1M 105,613 -4,910 -4%
Pathstone Holdings
123
Pathstone Holdings
New Jersey
$11.9M 103,150 -32,123 -24%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$11.8M 102,418 -3,449 -3%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$11.7M 101,105 +32,689 +48%
3 4
5
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