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 %
SC
201
Scotia Capital
Ontario, Canada
$5.35M 46,529 +3,322 +8%
First Manhattan
202
First Manhattan
New York
$5.34M 46,441 -1,591 -3%
AI
203
Atria Investments
North Carolina
$5.3M 46,040 +191 +0.4%
HJIM
204
Henry James International Management
New York
$5.29M 45,981 +1,245 +3%
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$5.26M 45,763 -110 -0.2%
MPM
206
Meritage Portfolio Management
Kansas
$5.25M 45,638 -617 -1%
BEI
207
Benjamin Edwards Inc
Missouri
$5.24M 45,491 +21,561 +90%
AOI
208
Auto-Owners Insurance
Michigan
$5.19M 45,143 – –
TRAM
209
Tri Ri Asset Management
Ontario, Canada
$5.15M 33,202 +33,202 New
KeyBank National Association
210
KeyBank National Association
Ohio
$4.96M 43,120 +1,058 +3%
ACM
211
Advisors Capital Management
New Jersey
$4.96M 43,102 +366 +0.9%
Allspring Global Investments
212
Allspring Global Investments
North Carolina
$4.93M 42,831 +34,685 +426%
TC
213
TownSquare Capital
Utah
$4.92M 42,759 +11,866 +38%
TCCM
214
Timber Creek Capital Management
Massachusetts
$4.87M 42,368 -8,603 -17%
GCM
215
Garland Capital Management
Washington
$4.85M 42,195 -7,815 -16%
WSFS
216
Wilmington Savings Fund Society
Delaware
$4.76M 41,404 +30,016 +264%
Acadian Asset Management
217
Acadian Asset Management
Massachusetts
$4.75M 41,295 +11,301 +38%
LCM
218
Logan Capital Management
Pennsylvania
$4.7M 40,836 +1,702 +4%
S
219
SignatureFD
Georgia
$4.66M 40,486 +1,718 +4%
RhumbLine Advisers
220
RhumbLine Advisers
Massachusetts
$4.65M 40,390 +2,580 +7%
HKIM
221
Hayek Kallen Investment Management
Alabama
$4.64M 40,320 -375 -0.9%
Fayez Sarofim & Co
222
Fayez Sarofim & Co
Texas
$4.63M 40,240 +250 +0.6%
Millennium Management
223
Millennium Management
New York
$4.62M 40,193 +31,330 +353%
QT
224
Quantbot Technologies
New York
$4.6M 39,976 +22,998 +135%
CAM
225
Carret Asset Management
New York
$4.58M 39,845 -1,189 -3%
7 8
9
10 11