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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
18.17%
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 %
SFA
251
Sequoia Financial Advisors
Ohio
$3.65M +$572K +5,135 +19%
CTA
252
Chesley Taft & Associates
Illinois
$3.58M -$22.3K -200 -0.6%
CWG
253
Cornerstone Wealth Group
North Carolina
$3.5M +$197K +1,767 +6%
ASN
254
Advisory Services Network
Georgia
$3.5M -$393K -3,524 -10%
FWIA
255
Fort Washington Investment Advisors
Ohio
$3.48M -$179K -1,610 -5%
NIM
256
Northeast Investment Management
Massachusetts
$3.46M -$101K -910 -3%
DC
257
Davenport & Co
Virginia
$3.45M -$193K -1,735 -5%
CIP
258
Capital Insight Partners
Arizona
$3.44M +$130K +1,163 +4%
CG
259
Caprock Group
Idaho
$3.43M +$162K +1,407 +5%
TPSF
260
Texas Permanent School Fund
Texas
$3.41M +$3.41M +30,081 New
KAS
261
Kestra Advisory Services
Texas
$3.3M -$902K -8,087 -21%
DWP
262
Daymark Wealth Partners
Ohio
$3.3M +$36.3K +326 +1%
PCA
263
Providence Capital Advisors
North Carolina
$3.27M +$41.1K +369 +1%
MC
264
Moors & Cabot
Massachusetts
$3.26M +$154K +1,382 +5%
NB
265
NBT Bank
New York
$3.26M -$155K -1,392 -5%
Fayez Sarofim & Co
266
Fayez Sarofim & Co
Texas
$3.23M -$630K -5,650 -16%
TW
267
Transform Wealth
Colorado
$3.18M -$38.1K -330 -1%
MFFIA
268
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.17M +$55.7K +500 +2%
Acadian Asset Management
269
Acadian Asset Management
Massachusetts
$3.16M -$1.05M -9,406 -25%
SP
270
SIH Partners
Delaware
$3.16M +$324K +2,903 +11%
CL
271
Choreo LLC
Illinois
$3.15M -$279K -2,504 -8%
TWC
272
TD Waterhouse Canada
Ontario, Canada
$3.14M +$2.54M +23,204 +425%
NGA
273
Naples Global Advisors
Florida
$3.14M -$89.3K -775 -3%
FAM
274
Fred Alger Management
New York
$3.14M +$122K +1,062 +4%
OA
275
Oxbow Advisors
Texas
$3.08M +$86.3K +774 +3%
9 10
11
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