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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 %
Citigroup
76
Citigroup
New York
$21.1M 216,336 -77,842 -26%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$21M 215,445 -17,917 -8%
FFB
78
First Financial Bankshares
Texas
$20.9M 214,585 +3,777 +2%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$20.7M 212,388 -8,439 -4%
BIP
80
Brandes Investment Partners
California
$20.4M 209,770 -3,989 -2%
AA
81
ABC Arbitrage
France
$19.8M 203,424 +203,424 New
Brown Advisory
82
Brown Advisory
Maryland
$19.4M 199,417 -3,341 -2%
MAP
83
Managed Asset Portfolios
Michigan
$18.8M 193,017 -342 -0.2%
GGI
84
Godsey & Gibb Inc
Virginia
$18.7M 192,287 +949 +0.5%
QCM
85
QRG Capital Management
Illinois
$18.3M 187,782 +10,519 +6%
WOC
86
West Oak Capital
California
$18.3M 18,778 +125 +0.7%
WIC
87
Wilkins Investment Counsel
Massachusetts
$16.2M 166,782 -21,274 -11%
Charles Schwab
88
Charles Schwab
California
$16.1M 165,442 +8,186 +5%
GD
89
Grandfield & Dodd
New York
$15.9M 163,675 +1,312 +0.8%
M&T Bank
90
M&T Bank
New York
$15.5M 159,106 -1,960 -1%
DLA
91
Douglas Lane & Associates
New York
$15.4M 157,974 -6,879 -4%
BCAM
92
Boston Common Asset Management
Massachusetts
$15.3M 156,774 -9,399 -6%
PC
93
Promethos Capital
Massachusetts
$15.2M 156,088 +15,012 +11%
OA
94
Oak Associates
Ohio
$14.8M 152,034 – –
MML Investors Services
95
MML Investors Services
Massachusetts
$14.5M 148,532 +19,331 +15%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$14.2M 145,836 +43,418 +42%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$14.2M 145,759 -2,411 -2%
Jane Street
98
Jane Street
New York
$13.9M 143,245 +84,291 +143%
FFIC
99
First Fiduciary Investment Counsel
Ohio
$13.8M 142,096 +1,645 +1%
CIM
100
Coleford Investment Management
Canada
$13.8M 142,062 +142,062 New
2 3
4
5 6