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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 %
SGC
1251
Slocum, Gordon & Co
Rhode Island
$8.4K 73 – –
HWM
1252
Hemington Wealth Management
Virginia
$8K 79 +79 New
MWM
1253
Mascoma Wealth Management
New Hampshire
$7.71K 67 – –
RWPA
1254
Richard W. Paul & Associates
Michigan
$7.48K 65 – –
MFG
1255
Mendota Financial Group
Wisconsin
$7.46K 65 +39 +150%
CPA
1256
Clear Point Advisors
New York
$7.36K 64 – –
CCMI
1257
Creative Capital Management Investments
California
$6.79K 59 – –
FNWA
1258
Financial Network Wealth Advisors
Utah
$6.56K 57 +11 +24%
JGIA
1259
Jackson Grant Investment Advisers
Connecticut
$6.44K 56 – –
KOCAA
1260
Knights of Columbus Asset Advisors
Connecticut
$6.33K 55 +55 New
TFGT
1261
TS Financial Group (TSFG)
Illinois
$6K 50 – –
FF
1262
Friedenthal Financial
New Jersey
$5.98K 52 – –
RCM
1263
Raleigh Capital Management
North Carolina
$5.94K 52 – –
WWP
1264
WR Wealth Planners
Missouri
$5.87K 51 -16 -24%
JFG
1265
JDM Financial Group
Texas
$5.75K 50 +50 New
CJ
1266
Caitlin John
Michigan
$5.62K 54 – –
RWA
1267
Redmont Wealth Advisors
Illinois
$5.52K 48 – –
SRCM
1268
Signature Resources Capital Management
California
$5.18K 45 – –
MCA
1269
Maryland Capital Advisors
Maryland
$4.95K 43 -1 -2%
FAM
1270
Flaharty Asset Management
Florida
$4.95K 43 +43 New
CCA
1271
Criterion Capital Advisors
Tennessee
$4.79K 45 – –
SIM
1272
Studio Investment Management
Illinois
$4.6K 40 – –
HI
1273
Horizon Investments
North Carolina
$4.37K 38 -6 -14%
PGAM
1274
Princeton Global Asset Management
New Jersey
$4.37K 38 – –
PMFA
1275
Plante Moran Financial Advisors
Michigan
$4.26K 37 +25 +208%
49 50
51
52 53