NVS icon

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 %
CAM
151
Cresset Asset Management
Illinois
$8.99M 78,138 +8,452 +12%
LOPW
152
Live Oak Private Wealth
North Carolina
$8.76M 76,173 -3,150 -4%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$8.67M 75,405 -5,412 -7%
FPTW
154
Franklin, Parlapiano, Turner & Welch
Texas
$8.65M 75,244 -233 -0.3%
ACM
155
Altrius Capital Management
North Carolina
$8.56M 74,438 -3,622 -5%
CNB
156
Camden National Bank
Maine
$8.5M 73,938 -1,444 -2%
TG
157
TCW Group
California
$8.48M 73,745 -239 -0.3%
FVWA
158
Foster Victor Wealth Advisors
South Carolina
$8.27M 71,512 -54,965 -43%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$8.16M 70,942 +4,062 +6%
FIA
160
Foundations Investment Advisors
Arizona
$8.07M 70,180 +6,365 +10%
WF
161
Welch & Forbes
Massachusetts
$7.54M 65,576 -805 -1%
TNBTD
162
Trustmark National Bank Trust Department
Mississippi
$7.48M 65,017 -1,615 -2%
CWM
163
Congress Wealth Management
Massachusetts
$7.42M 64,528 +38,408 +147%
DP
164
Dearborn Partners
Illinois
$7.17M 62,334 +19 +0%
CCB
165
Country Club Bank
Missouri
$7.07M 61,132 -1,427 -2%
ERP
166
Eldred Rock Partners
Texas
$6.96M 60,543 +32,816 +118%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$6.83M 59,403 +56,482 +1,934%
Jane Street
168
Jane Street
New York
$6.78M 58,954 -45,283 -43%
BS
169
Banco Santander
Spain
$6.74M 58,599 -1,220 -2%
NAM
170
NorthCrest Asset Manangement
Minnesota
$6.62M 57,534 +381 +0.7%
JFL
171
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.53M 56,767 +39 +0.1%
SC
172
Syon Capital
California
$6.47M 56,294 -2,070 -4%
RG
173
Rathbones Group
United Kingdom
$6.46M 56,203 -1,857 -3%
BWP
174
Baldwin Wealth Partners
Massachusetts
$6.3M 54,805 +7,247 +15%
VOYA Investment Management
175
VOYA Investment Management
Georgia
$6.26M 54,435 +5,700 +12%
5 6
7
8 9