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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 %
PIS
1276
POM Investment Strategies
North Carolina
$4.14K 36 – –
VWM
1277
Valley Wealth Managers
New Jersey
$4.14K 36 +36 New
OWP
1278
ORG Wealth Partners
Texas
$3.8K 33 +33 New
TIM
1279
Thompson Investment Management
Wisconsin
$3.57K 31 – –
SIS
1280
Sound Income Strategies
Florida
$3.45K 30 -147 -83%
CWA
1281
Carolina Wealth Advisors
South Carolina
$3.45K 30 +30 New
IHWM
1282
Iron Horse Wealth Management
Iowa
$3.34K 29 – –
FMTCOCP
1283
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K 22 – –
NFSG
1284
Newbridge Financial Services Group
Florida
$2.99K 26 +26 New
CAM
1285
ClariVest Asset Management
California
$2.77K 26 – –
AWM
1286
Abound Wealth Management
Tennessee
$2.65K 23 +4 +21%
HWM
1287
HighMark Wealth Management
Minnesota
$2.42K 21 -15 -42%
TAM
1288
Tucker Asset Management
Colorado
$2.42K 21 – –
RFG
1289
REAP Financial Group
Texas
$2.42K 21 +21 New
SHIM
1290
Stone House Investment Management
Pennsylvania
$2.38K 21 – –
CFG
1291
Copley Financial Group
California
$2.3K 20 +20 New
HFM
1292
Hartford Financial Management
Connecticut
$2.19K 19 – –
MAM
1293
Marquette Asset Management
Minnesota
$1.96K 17 – –
PCWA
1294
Pacific Capital Wealth Advisors
California
$1.84K 16 – –
GFL
1295
Granite FO LLC
New Hampshire
$1.61K 14 +14 New
IAIM
1296
International Assets Investment Management
Florida
$1.5K 172,825 +172,825 New
GIM
1297
Gold Investment Management
Alberta, Canada
$1.15K 10 – –
TIM
1298
Tortoise Investment Management
New York
$1.15K 10 +10 New
PG
1299
Proffitt & Goodson
Tennessee
$806 7 +7 New
CAM
1300
Creekmur Asset Management
Illinois
$805 7 -109 -94%
50 51
52
53 54