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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 %
Dodge & Cox
1
Dodge & Cox
California
$1.41B 12,221,876 -14,650 -0.1%
Primecap Management
2
Primecap Management
California
$1.38B 12,008,055 -171,290 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$931M 8,093,032 +685,340 +9%
Morgan Stanley
4
Morgan Stanley
New York
$803M 6,984,872 -431,807 -6%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$664M 5,769,638 -175,745 -3%
Bank of America
6
Bank of America
North Carolina
$571M 4,964,330 +119,277 +2%
Franklin Resources
7
Franklin Resources
California
$509M 4,377,042 -962,448 -18%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$460M 3,999,175 -385,475 -9%
Goldman Sachs
9
Goldman Sachs
New York
$401M 3,486,231 +405,155 +13%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$292M 2,541,861 -7,052 -0.3%
Principal Financial Group
11
Principal Financial Group
Iowa
$284M 2,469,568 -11,997 -0.5%
Renaissance Technologies
12
Renaissance Technologies
New York
$265M 2,300,678 -199,104 -8%
CCM
13
Cullen Capital Management
New York
$259M 2,251,968 -618,413 -22%
Wells Fargo
14
Wells Fargo
California
$228M 1,983,847 -104,727 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$225M 1,953,697 +24,844 +1%
BlackRock
16
BlackRock
New York
$224M 1,947,905 +80,752 +4%
Northern Trust
17
Northern Trust
Illinois
$199M 1,732,729 -326,514 -16%
Fisher Asset Management
18
Fisher Asset Management
Washington
$196M 1,706,009 +231,851 +16%
State Street
19
State Street
Massachusetts
$195M 1,695,309 -58,665 -3%
UBS Group
20
UBS Group
Switzerland
$158M 1,369,821 -13,225 -1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$156M 1,353,412 +70,314 +5%
SI
22
Scharf Investments
California
$147M 1,277,793 -73,659 -5%
Chevy Chase Trust
23
Chevy Chase Trust
Maryland
$128M 1,109,095 -3,396 -0.3%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$122M 899,920 +269,209 +43%
MIP
25
Mondrian Investment Partners
United Kingdom
$115M 1,000,159 -272,323 -21%
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