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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
18.18%
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
$754M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$208M
3
Goldman Sachs
Goldman Sachs
New York
$408M
4
Marshall Wace
Marshall Wace
United Kingdom
$160M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$121M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$333M
3
Primecap Management
Primecap Management
California
$1.16B
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.43M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$121M +$121M +1,082,375 New
Citadel Advisors
27
Citadel Advisors
Florida
$119M +$53.4M +479,398 +82%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$102M +$101M +905,842 +8,196%
Raymond James Financial
29
Raymond James Financial
Florida
$99.9M -$1.28M -11,448 -1%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$97.2M -$55.2K -495 -0.1%
EARNEST Partners
31
EARNEST Partners
Georgia
$91.9M +$3.17M +28,460 +4%
Truist Financial
32
Truist Financial
North Carolina
$85.8M -$213K -1,914 -0.2%
JWBC
33
John W. Bristol & Co
New York
$66.2M -$1.78M -15,956 -3%
CCMG
34
Clark Capital Management Group
Pennsylvania
$66M +$4.01M +35,943 +6%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$63.9M +$61.9M +555,531 +3,108%
SEI Investments
36
SEI Investments
Pennsylvania
$63.5M +$4.25M +38,150 +7%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$60.6M +$13.4M +120,196 +28%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$60.6M -$5.29M -47,490 -8%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$60.5M -$18.8M -168,948 -24%
HPG
40
Harvest Portfolios Group
Ontario, Canada
$56.1M -$2.98M -26,702 -5%
LPL Financial
41
LPL Financial
California
$51.9M +$1.76M +15,776 +4%
Corient Private Wealth
42
Corient Private Wealth
Florida
$51.6M -$8.75M -78,448 -14%
First Trust Advisors
43
First Trust Advisors
Illinois
$50.7M -$12M -108,024 -19%
NW
44
NewEdge Wealth
Pennsylvania
$48.1M +$802K +7,190 +2%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$47.9M -$11.3M -100,764 -19%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$47.7M +$1.62M +15,923 +4%
Millennium Management
47
Millennium Management
New York
$47.2M +$15.3M +137,096 +48%
Pacer Advisors
48
Pacer Advisors
Pennsylvania
$46.6M +$2.04M +18,321 +5%
DADC
49
D.A. Davidson & Co
Montana
$44.5M -$7.27M -65,251 -14%
TAM
50
Todd Asset Management
Kentucky
$44.2M +$594K +5,329 +1%
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