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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 %
CFSG
176
Community Financial Services Group
Vermont
$6.23M 54,188 +1,236 +2%
NCM
177
Narwhal Capital Management
Georgia
$6.2M 53,875 -92 -0.2%
PA
178
Pinnacle Associates
New York
$6.16M 61,000 +2,050 +3%
BBHC
179
Brown Brothers Harriman & Co
New York
$6.09M 52,932 -2,988 -5%
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$6.08M 52,867 +1,827 +4%
LNWWM
181
Laird Norton Wetherby Wealth Management
California
$5.99M 52,065 +709 +1%
WLPWM
182
Walled Lake Planning & Wealth Management
Illinois
$5.96M 51,795 -95 -0.2%
BFG
183
Bleakley Financial Group
New Jersey
$5.88M 51,136 -7,585 -13%
NW
184
Naviter Wealth
Arkansas
$5.79M 50,362 +531 +1%
SFM
185
Sphera Funds Management
Israel
$5.75M 50,000 – –
FT
186
Fiduciary Trust
Massachusetts
$5.75M 49,957 +600 +1%
CIBC World Market
187
CIBC World Market
Ontario, Canada
$5.64M 49,048 -209 -0.4%
GMA
188
Glassy Mountain Advisors
Maryland
$5.61M 48,783 +1,374 +3%
CIC
189
Chase Investment Counsel
Virginia
$5.59M 48,599 +48,599 New
Deutsche Bank
190
Deutsche Bank
Germany
$5.58M 48,542 – –
D.E. Shaw & Co
191
D.E. Shaw & Co
New York
$5.57M 48,424 +45,588 +1,607%
TCOV
192
Trust Company of Vermont
Vermont
$5.56M 48,365 -313 -0.6%
PSC
193
Prentiss Smith & Co
Vermont
$5.56M 48,357 -456 -0.9%
PAI
194
Pittenger & Anderson Inc
Nebraska
$5.55M 48,270 – –
BPA
195
Beacon Pointe Advisors
California
$5.52M 47,958 +2,035 +4%
WT
196
Whittier Trust
California
$5.48M 47,605 +663 +1%
CCMINC
197
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.44M 47,319 +444 +0.9%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$5.44M 47,301 +235 +0.5%
SPIA
199
Steward Partners Investment Advisory
New York
$5.43M 47,185 +1,510 +3%
SAM
200
Smithbridge Asset Management
Pennsylvania
$5.41M 47,049 +819 +2%
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