NVS icon

Novartis
NVS

Overview Fund Activity

1,327 hedge funds and large institutions have $12.9B invested in Novartis in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 418 increasing their positions, 465 reducing their positions, and 106 closing their positions.

Holders
1,327
Holders Change
+24
Holders Change %
+1.84%
% of All Funds
17.67%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
153
Increased
418
Reduced
465
Closed
106
Calls
$190M
Puts
$250M
Net Calls
-$60.3M
Net Calls Change
+$63M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$59.6M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$61.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$57.2M
4
Northern Trust
4
Northern Trust
Illinois
$208M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$260M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$222M
2
Primecap Management
2
Primecap Management
California
$1.07B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.08M
4
Bank of America
4
Bank of America
North Carolina
$443M
5
MIP
5
Mondrian Investment Partners
United Kingdom
$68.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital Research Global Investors
26
Capital Research Global Investors
California
$88.3M 907,138 +1,703 +0.2%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$84.9M 872,465 -66,379 -7%
EARNEST Partners
28
EARNEST Partners
Georgia
$77.5M 795,911 -13,236 -2%
Truist Financial
29
Truist Financial
North Carolina
$75.1M 771,655 +27,092 +4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$69.2M 711,245 -49,388 -6%
MIP
31
Mondrian Investment Partners
United Kingdom
$68.9M 658,003 -342,156 -34%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$61.8M 634,574 +476,420 +301%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$59.6M 612,379 +563,955 +1,165%
JWBC
34
John W. Bristol & Co
New York
$59.3M 609,682 -14,027 -2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$57.5M 590,722 +4,819 +0.8%
Citadel Advisors
36
Citadel Advisors
Florida
$57.2M 588,188 +406,007 +223%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$56.2M 577,901 -87,118 -13%
First Trust Advisors
38
First Trust Advisors
Illinois
$54.7M 562,487 +49,752 +10%
CCMG
39
Clark Capital Management Group
Pennsylvania
$54.1M 556,302 -16,463 -3%
Corient Private Wealth
40
Corient Private Wealth
Florida
$52.7M 541,528 -38,264 -7%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$52.6M 540,312 -240,668 -31%
SEI Investments
42
SEI Investments
Pennsylvania
$51.8M 531,885 +16,519 +3%
HPG
43
Harvest Portfolios Group
Ontario, Canada
$51.6M 530,340 +32,077 +6%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$51.6M 528,682 +296,890 +128%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$45.3M 451,562 -41,094 -8%
DADC
46
D.A. Davidson & Co
Montana
$45.2M 464,582 -22,558 -5%
American Century Companies
47
American Century Companies
Missouri
$44.1M 453,393 -55,825 -11%
LPL Financial
48
LPL Financial
California
$43.8M 450,219 +18,630 +4%
NW
49
NewEdge Wealth
Pennsylvania
$41.3M 424,648 +32,398 +8%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$41.2M 423,142 +111,066 +36%
1
2
3 4 5