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
18.17%
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 %
YCM
276
Yousif Capital Management
Michigan
$3.07M -$700K -6,280 -19%
Nomura Holdings
277
Nomura Holdings
Japan
$3.06M +$3.06M +27,440 New
TCM
278
Telos Capital Management
California
$3.06M -$27.6K -248 -0.9%
TNBTD
279
Trustmark National Bank Trust Department
Mississippi
$3.05M -$3.11M -27,867 -50%
PP
280
Patten & Patten
Tennessee
$3.04M -$315K -2,823 -9%
BFS
281
Bradley Foster & Sargent
Connecticut
$3.01M -$201K -1,800 -6%
GLA
282
Great Lakes Advisors
Illinois
$3M +$675K +6,052 +29%
GT
283
Glenmede Trust
Pennsylvania
$2.99M -$343K -3,079 -10%
WA
284
Wambolt & Associates
Colorado
$2.96M +$48.6K +443 +2%
AWA
285
Arkadios Wealth Advisors
Georgia
$2.96M +$2.01M +18,028 +212%
BIC
286
Beach Investment Counsel
Pennsylvania
$2.94M -$136K -1,219 -4%
LJHT
287
Laurie J. Hall Trustee
$2.91M -$120K -1,073 -4%
CFO
288
Callan Family Office
Pennsylvania
$2.91M -$309K -2,775 -10%
ADMI
289
Albert D. Mason Inc
Massachusetts
$2.9M +$1.42M +12,774 +96%
PIM
290
Penobscot Investment Management
Massachusetts
$2.87M +$173K +1,550 +6%
AP
291
Americana Partners
Texas
$2.87M +$29.4K +264 +1%
BP
292
Ballentine Partners
Massachusetts
$2.86M +$712K +6,391 +33%
FCMA
293
Foresight Capital Management Advisors
Michigan
$2.86M +$113K +1,012 +4%
QP
294
Quartz Partners
New York
$2.81M +$787K +7,056 +39%
PS
295
Principal Securities
Iowa
$2.81M +$11K +113 +0.4%
FBC
296
Fairfield, Bush & Co
Connecticut
$2.79M -$51.7K -464 -2%
ECM
297
EagleClaw Capital Management
Massachusetts
$2.78M -$25.2K -226 -0.9%
AWS
298
Atria Wealth Solutions
New York
$2.75M -$378K -3,345 -12%
FFM
299
Forum Financial Management
Illinois
$2.73M -$3.79K -34 -0.1%
WTC
300
WhitTier Trust Company
Nevada
$2.72M +$38.6K +346 +1%
10 11
12
13 14