NVS icon

Novartis
NVS

Overview Fund Activity

1,338 hedge funds and large institutions have $15.4B invested in Novartis in 2025 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 424 increasing their positions, 501 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
+11
Holders Change %
+0.83%
% of All Funds
18.18%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
121
Increased
424
Reduced
501
Closed
79
Calls
$246M
Puts
$281M
Net Calls
-$34.8M
Net Calls Change
+$25.5M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$531M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$202M
3
Goldman Sachs
Goldman Sachs
New York
+$154M
4
Marshall Wace
Marshall Wace
United Kingdom
+$150M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$121M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$88.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.2M
3
Primecap Management
Primecap Management
California
-$71.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$66.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$64.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$4.52M -$530K -4,756 -10%
Massachusetts Financial Services
227
Massachusetts Financial Services
Massachusetts
$4.45M +$2.25M +20,179 +102%
CAM
228
Carret Asset Management
New York
$4.44M – – –
Qube Research & Technologies (QRT)
229
Qube Research & Technologies (QRT)
United Kingdom
$4.43M -$66.3M -594,851 -94%
HKIM
230
Hayek Kallen Investment Management
Alabama
$4.4M -$65.8K -590 -1%
VOYA Investment Management
231
VOYA Investment Management
Georgia
$4.38M +$54.6K +490 +1%
PAG
232
Private Advisor Group
New Jersey
$4.35M -$171K -1,532 -4%
CGH
233
Crossmark Global Holdings
Texas
$4.31M +$49.3K +442 +1%
RhumbLine Advisers
234
RhumbLine Advisers
Massachusetts
$4.3M +$429K +3,846 +11%
GCM
235
Garland Capital Management
Washington
$4.29M -$407K -3,655 -9%
CAMG
236
CWA Asset Management Group
Florida
$4.2M +$759K +6,806 +22%
HTC
237
Haverford Trust Company
Pennsylvania
$4.15M -$75.1K -674 -2%
ATC
238
Argent Trust Co
Tennessee
$4.11M +$138K +1,234 +3%
OC
239
Oppenheimer & Co
New York
$4.11M +$257K +2,308 +7%
TCCM
240
Timber Creek Capital Management
Massachusetts
$4.09M -$646K -5,799 -14%
D.E. Shaw & Co
241
D.E. Shaw & Co
New York
$4.01M -$64.3M -576,427 -94%
PHS
242
Pekin Hardy Strauss
Illinois
$3.93M -$101K -905 -3%
AAM
243
Azzad Asset Management
Virginia
$3.92M -$261K -2,337 -6%
WIC
244
Woodmont Investment Counsel
Tennessee
$3.91M -$150K -1,342 -4%
WA
245
WealthTrust Axiom
Pennsylvania
$3.89M +$117K +1,050 +3%
OPS
246
Orion Portfolio Solutions
Nebraska
$3.87M +$117K +1,051 +3%
BCI
247
Brinker Capital Investments
Pennsylvania
$3.87M +$117K +1,051 +3%
Diamond Hill Capital Management
248
Diamond Hill Capital Management
Ohio
$3.82M +$397K +3,562 +12%
AAS
249
Avantax Advisory Services
Texas
$3.68M +$342K +3,067 +10%
VA
250
Vident Advisory
Georgia
$3.66M +$840K +7,531 +30%
8 9
10
11 12