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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 %
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$43.7M -$20.7M -185,750 -32%
TH
52
TCTC Holdings
Texas
$43.7M -$326K -2,923 -0.7%
Ameriprise
53
Ameriprise
Minnesota
$43.3M +$4.04M +36,131 +10%
Creative Planning
54
Creative Planning
Kansas
$43.1M +$3.7M +33,232 +9%
American Century Companies
55
American Century Companies
Missouri
$39.7M -$10.8M -96,946 -21%
WFMPM
56
Woodley Farra Manion Portfolio Management
Indiana
$37.9M +$1.31M +11,726 +4%
Cerity Partners
57
Cerity Partners
New York
$37.7M +$3M +26,884 +9%
VanEck Associates
58
VanEck Associates
New York
$36.1M -$472K -4,235 -1%
SC
59
Saturna Capital
Washington
$35.7M -$11.1K -100 -0%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$32.1M -$4.81M -43,136 -13%
AssetMark Inc
61
AssetMark Inc
California
$30M +$363K +3,258 +1%
FCI
62
Financial Counselors Inc
Kansas
$29.7M +$877K +7,864 +3%
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$28.5M +$4.48M +40,152 +19%
IHAM
64
Integral Health Asset Management
New York
$27.9M +$27.9M +250,000 New
TRSOTSOK
65
Teachers Retirement System of the State of Kentucky
Kentucky
$27.5M – – –
US Bancorp
66
US Bancorp
Minnesota
$27.4M -$313K -2,810 -1%
HighTower Advisors
67
HighTower Advisors
Illinois
$26.5M +$277K +2,488 +1%
Citigroup
68
Citigroup
New York
$26.5M +$2.34M +21,023 +10%
MIM
69
Martin Investment Management
Florida
$25.9M +$632K +5,670 +2%
Stifel Financial
70
Stifel Financial
Missouri
$25.8M +$1.17M +10,461 +5%
Hudson Bay Capital Management
71
Hudson Bay Capital Management
Connecticut
$25.8M +$24.7M +221,567 +2,216%
BIP
72
Brandes Investment Partners
California
$25.1M +$1.7M +15,237 +7%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$25M -$2.85M -25,584 -10%
CPC
74
Cookson Peirce & Co
Pennsylvania
$24.8M +$24.8M +222,127 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$24.5M +$869K +7,791 +4%
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