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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 %
PCP
1351
Proficio Capital Partners
Massachusetts
– – -2,374 Closed
IA
1352
IFG Advisory
Georgia
– – -2,310 Closed
ACM
1353
Allred Capital Management
Texas
– – -2,246 Closed
PFA
1354
Pathway Financial Advisors
Vermont
– – -1,968 Closed
SC
1355
Searle & Co
Connecticut
– – -1,900 Closed
AWM
1356
AAF Wealth Management
Massachusetts
– – -1,898 Closed
DZ Bank
1357
DZ Bank
Germany
– – -1,500 Closed
KFS
1358
Kelly Financial Services
Massachusetts
– – -1,455 Closed
TWP
1359
Triad Wealth Partners
Kansas
– – -1,014 Closed
OCM
1360
Orion Capital Management
California
– – -733 Closed
CP
1361
Camelot Portfolios
Ohio
– – -600 Closed
RFA
1362
Register Financial Advisors
Georgia
– – -589 Closed
FRA
1363
Front Row Advisors
California
– – -564 Closed
CB
1364
Chris Bulman
California
– – -500 Closed
TSWM
1365
Tyler-Stone Wealth Management
Ohio
– – -400 Closed
TFF
1366
The Family Firm
Maryland
– – -380 Closed
ACM
1367
Accent Capital Management
Ohio
– – -350 Closed
LIA
1368
Lynx Investment Advisory
District of Columbia
– – -271 Closed
PCMC
1369
Planning Capital Management Corporation
Pennsylvania
– – -257 Closed
DI
1370
DAGCO Inc
Ohio
– – -250 Closed
WIA
1371
Wetzel Investment Advisors
Indiana
– – -220 Closed
NA
1372
Nordwand Advisors
Pennsylvania
– – -200 Closed
AIP
1373
Ameritas Investment Partners
Nebraska
– – -150 Closed
B
1374
Bellecapital
Switzerland
– – -120 Closed
GLR
1375
Great Lakes Retirement
Ohio
– – -107 Closed
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