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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 %
QC
1226
Quent Capital
New York
$14.5K 126 – –
PCFFS
1227
Pacific Center for Financial Services
California
$14.1K 123 – –
FWM
1228
FSA Wealth Management
Massachusetts
$14.1K 123 +123 New
CA
1229
Centerpoint Advisors
Massachusetts
$14K 125 – –
PA
1230
PSI Advisors
Florida
$13.9K 121 – –
MA
1231
MCF Advisors
Kentucky
$13.2K 115 – –
CPG
1232
Cornerstone Planning Group
New Jersey
$12.7K 115 +16 +16%
SC
1233
Stephens Consulting
Michigan
$12.5K 109 -23 -17%
HCM
1234
Horrell Capital Management
Arkansas
$12K 100 – –
TWD
1235
True Wealth Design
Ohio
$11.7K 102 +19 +23%
TRCT
1236
Tower Research Capital (TRC)
New York
$11.7K 102 -314 -75%
WPA
1237
West Paces Advisors
Georgia
$11.5K 100 – –
SIC
1238
SJS Investment Consulting
Ohio
$11.5K 100 – –
FCAS
1239
First Command Advisory Services
Texas
$11.5K 100 – –
AAG
1240
Armstrong Advisory Group
Massachusetts
$11.5K 100 – –
FCT
1241
First Community Trust
Iowa
$11.3K 98 – –
MSG
1242
Main Street Group
Virginia
$11.3K 98 +36 +58%
AFG
1243
Albion Financial Group
Utah
$10.5K 91 – –
HGA
1244
Hobbs Group Advisors
South Carolina
$10.4K 90 – –
PW
1245
Paladin Wealth
Minnesota
$10.4K 90 +90 New
VCM
1246
Versant Capital Management
Arizona
$10.2K 89 +74 +493%
FCM
1247
Fourpath Capital Management
Oklahoma
$9.43K 82 +82 New
SIS
1248
Strategic Investment Solutions
Illinois
$9.2K 80 – –
ITIM
1249
Indiana Trust & Investment Management
Indiana
$8.63K 75 – –
JFGIW
1250
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.4K 73 +73 New
48 49
50
51 52