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Novartis
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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 %
SW
1326
SVB Wealth
Massachusetts
– – -11,345 Closed
EFP
1327
Elser Financial Planning
Indiana
– – -8,751 Closed
CM
1328
Caption Management
Oklahoma
– – -7,500 Closed
TC
1329
Torno Capital
Massachusetts
– – -7,500 Closed
Nomura Holdings
1330
Nomura Holdings
Japan
– – -6,900 Closed
CK
1331
Cohen Klingenstein
New York
– – -6,000 Closed
BWM
1332
BKM Wealth Management
Wisconsin
– – -5,625 Closed
SWK
1333
Stephen W. Kidder
– – -5,254 Closed
MWM
1334
Mittelman Wealth Management
Massachusetts
– – -4,440 Closed
RFG
1335
Range Financial Group
Oregon
– – -4,316 Closed
MHS
1336
M Holdings Securities
Oregon
– – -4,116 Closed
MM
1337
MQS Management
New York
– – -3,772 Closed
SWS
1338
SYSTM Wealth Solutions
Illinois
– – -3,771 Closed
NED
1339
Nancy E. Dempze
– – -3,532 Closed
CCA
1340
Cravens & Co Advisors
Tennessee
– – -3,507 Closed
GFS
1341
GYL Financial Synergies
Connecticut
– – -3,425 Closed
RFG
1342
RFP Financial Group
Georgia
– – -3,286 Closed
HWAM
1343
Hennion & Walsh Asset Management
New Jersey
– – -3,012 Closed
NWMG
1344
National Wealth Management Group
Ohio
– – -2,884 Closed
SAG
1345
SageView Advisory Group
California
– – -2,662 Closed
BMSSC
1346
B. Metzler seel. Sohn & Co
Germany
– – -2,642 Closed
NERM
1347
New England Research & Management
Illinois
– – -2,595 Closed
PWP
1348
Private Wealth Partners
California
– – -2,590 Closed
CNBT
1349
Canandaigua National Bank & Trust
New York
– – -2,434 Closed
NA
1350
Nottingham Advisors
New York
– – -2,396 Closed
52 53
54
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