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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 %
FFB
76
First Financial Bankshares
Texas
$24.2M +$316K +2,834 +1%
Mariner
77
Mariner
Kansas
$24.1M -$2.14M -19,222 -8%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$23.9M -$4.33M -38,871 -15%
OAM
79
Oppenheimer Asset Management
New York
$23.7M -$1.86M -16,678 -7%
GGI
80
Godsey & Gibb Inc
Virginia
$21.8M +$353K +3,170 +2%
MAP
81
Managed Asset Portfolios
Michigan
$21.7M +$193K +1,733 +0.9%
Brown Advisory
82
Brown Advisory
Maryland
$21.6M -$585K -5,250 -3%
Invesco
83
Invesco
Georgia
$21.5M -$5.26M -47,193 -20%
MIP
84
Mondrian Investment Partners
United Kingdom
$21.2M -$52.2M -468,142 -71%
PC
85
Promethos Capital
Massachusetts
$20.9M +$3.52M +31,557 +20%
FGI
86
Foresight Global Investors
New York
$20.9M -$4.97M -44,541 -19%
QCM
87
QRG Capital Management
Illinois
$20.7M -$213K -1,914 -1%
Charles Schwab
88
Charles Schwab
California
$20.7M +$2.25M +20,161 +12%
MML Investors Services
89
MML Investors Services
Massachusetts
$18.9M +$2.38M +21,317 +14%
DLA
90
Douglas Lane & Associates
New York
$18.9M +$1.28M +11,501 +7%
GD
91
Grandfield & Dodd
New York
$18.2M -$50.2K -450 -0.3%
QCM
92
Quantinno Capital Management
New York
$17.8M +$2.15M +19,291 +14%
M&T Bank
93
M&T Bank
New York
$17.8M +$13.3K +119 +0.1%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$17.5M +$2.09M +18,626 +14%
OA
95
Oak Associates
Ohio
$17M +$40.7K +365 +0.2%
BCAM
96
Boston Common Asset Management
Massachusetts
$16.8M -$704K -6,314 -4%
WIC
97
Wilkins Investment Counsel
Massachusetts
$16.6M -$1.95M -17,467 -10%
CIM
98
Coleford Investment Management
Canada
$16.1M -$296K -2,562 -2%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$15.8M -$418K -3,752 -3%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$15.7M -$567K -5,083 -3%
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4
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