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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 %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$11.6M 100,904 -114,058 -53%
BG
127
Bahl & Gaynor
Ohio
$11.3M 98,572 -3,623 -4%
VPIM
128
Vanguard Personalized Indexing Management
California
$11.2M 97,749 +27,975 +40%
EPAM
129
Euro Pacific Asset Management
Puerto Rico
$11.2M 97,224 -1,185 -1%
RWM
130
Ritholtz Wealth Management
New York
$11.1M 96,313 +1,257 +1%
Federated Hermes
131
Federated Hermes
Pennsylvania
$10.9M 94,488 -3,448 -4%
AAIM
132
American Assets Investment Management
California
$10.8M 93,610 – –
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.3M 89,758 – –
Baird Financial Group
134
Baird Financial Group
Wisconsin
$10.3M 89,751 +2,467 +3%
ZAM
135
Zevin Asset Management
Massachusetts
$10.1M 87,936 -506 -0.6%
MGIA
136
Matthew Goff Investment Advisor
Texas
$10.1M 87,476 -427 -0.5%
NA
137
NewEdge Advisors
Louisiana
$9.82M 85,386 -19,771 -19%
TBC
138
Tweedy, Browne Co
Connecticut
$9.82M 85,347 -2,259 -3%
SA
139
Sanctuary Advisors
Indiana
$9.73M 93,276 +12,118 +15%
GF
140
Gabelli Funds
New York
$9.72M 84,500 -500 -0.6%
SIM
141
Seaview Investment Managers
Florida
$9.53M 82,813 -5,612 -6%
IHL
142
Investment House LLC
California
$9.48M 82,379 -50 -0.1%
CSIC
143
Clifford Swan Investment Counsel
California
$9.44M 82,041 -5,946 -7%
OCM
144
Osterweis Capital Management
California
– – – –
TBA
145
Tower Bridge Advisors
Pennsylvania
$9.36M 81,336 -2,026 -2%
ACM
146
Aquatic Capital Management
Illinois
$9.32M 81,000 +61,800 +322%
William Blair & Company
147
William Blair & Company
Illinois
$9.3M 80,819 -343 -0.4%
UCFA
148
United Capital Financial Advisors
Texas
$9.26M 80,505 -2,051 -2%
CCM
149
Cohen Capital Management
California
$9.21M 80,078 – –
MCM
150
Mengis Capital Management
Oregon
$9.15M 79,513 -2,092 -3%
4 5
6
7 8