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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 %
VSQM
451
V-Square Quantitative Management
Illinois
$1.3M +$54K +484 +4%
SAM
452
Smartleaf Asset Management
Massachusetts
$1.3M +$160K +1,421 +14%
NS
453
NBC Securities
Alabama
$1.3M +$1.29M +11,608 +116,080%
SSB
454
Sandy Spring Bank
Maryland
$1.29M -$75.9K -681 -6%
SF
455
Synovus Financial
Georgia
$1.29M -$97.9K -878 -7%
CUAMC
456
China Universal Asset Management Company
China
$1.28M – – –
SFA
457
Semmax Financial Advisors
North Carolina
$1.28M +$2.39K +22 +0.2%
GWM
458
Greenwich Wealth Management
Connecticut
$1.27M -$109K -978 -8%
HIC
459
Holderness Investments Company
North Carolina
$1.27M +$41.9K +376 +3%
EB
460
Eastern Bank
Massachusetts
$1.27M -$9.05M -81,194 -88%
EWA
461
EP Wealth Advisors
California
$1.27M -$71.5K -641 -5%
CNFG
462
Creegan & Nassoura Financial Group
New Hampshire
$1.26M -$8.36K -75 -0.7%
LFAS
463
Level Four Advisory Services
Texas
$1.26M +$152K +1,365 +14%
HWM
464
HB Wealth Management
Georgia
$1.26M +$507K +4,549 +67%
Bessemer Group
465
Bessemer Group
New Jersey
$1.26M +$123K +1,105 +11%
MWM
466
Mission Wealth Management
California
$1.25M -$38.5K -345 -3%
BA
467
Bridgewater Advisors
New York
$1.25M -$36.8K -324 -3%
Capital Fund Management (CFM)
468
Capital Fund Management (CFM)
France
$1.25M +$1.25M +11,177 New
EI
469
Ellevest Inc
New York
$1.24M -$539K -4,833 -30%
Luther King Capital Management (LKCM)
470
Luther King Capital Management (LKCM)
Texas
$1.23M +$77.3K +693 +7%
APIM
471
Agate Pass Investment Management
Washington
$1.23M +$428K +3,835 +53%
NHC
472
Nicholas Hoffman & Company
Georgia
$1.22M +$112K +1,008 +10%
HAG
473
HF Advisory Group
Maryland
$1.22M +$213K +1,910 +21%
WJWM
474
Williams Jones Wealth Management
New York
$1.22M – – –
VVP
475
Venture Visionary Partners
Ohio
$1.22M -$2.45K -22 -0.2%
17 18
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