Novartis
NVS
1,312 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, 415 increasing their positions, 480 reducing their positions, and 79 closing their positions.
27% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 79
4% more capital invested
Capital invested by funds: $14.7B → $15.2B (+$539M)
0% more funds holding
Funds holding: 1,307 → 1,312 (+5)
0.25% less ownership
Funds ownership: 6.29% → 6.03% (-0.25%)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
14% less repeat investments, than reductions
Existing positions increased: 415 | Existing positions reduced: 480
42% less call options, than puts
Call options by funds: $171M | Put options by funds: $294M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$77.8M |
| 2 |
Goldman Sachs
New York
|
+$46M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$30.5M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$26.3M |
| 5 |
MIF
Mediolanum International Funds
Dublin 1,
Ireland
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Magnetar Financial
Evanston,
Illinois
|
-$139M |
| 2 |
Bank of New York Mellon
New York
|
-$130M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$109M |
| 4 |
CCM
Cullen Capital Management
New York
|
-$70.2M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$64.6M |
NVS Hedge Fund Activity: Q3 2024 in Review
1,312 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q3 2024, worth a combined $15.2B — up 3.7% from $14.7B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new NVS positions and 79 closed out — a net gain of 21 holders — while 415 added to existing stakes and 480 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $77.8M. The largest seller was Magnetar Financial, exiting entirely with an estimated $139M sold.
- 1,312 institutional investors held Novartis (NVS) as of Q3 2024, up from 1,307 in Q2 2024.
- Funds reported $15.2B of Novartis stock for Q3 2024, up 3.7% quarter-over-quarter.
- 100 funds opened new Novartis positions in Q3 2024 and 79 closed out, a net change of +21 holders.
- The largest Novartis buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $77.8M added.
- The largest Novartis seller in Q3 2024 was Magnetar Financial, an estimated $139M sold.
Based on aggregated 13F filings for Q3 2024.