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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 %
QCM
101
Quantinno Capital Management
New York
$13.7M 140,356 +16,966 +14%
JGUA
102
John G. Ullman & Associates
New York
$13.6M 139,390 -2,076 -1%
MNA
103
Manning & Napier Advisors
New York
$13.3M 136,898 -4,865 -3%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$13.3M 136,819 +35,714 +35%
OMC
105
Old Mission Capital
Illinois
$13.2M 136,145 -37,778 -22%
PMG
106
ProVise Management Group
Florida
$12.6M 129,359 -2,531 -2%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$12.5M 128,907 +12,009 +10%
EWA
108
Exencial Wealth Advisors
Oklahoma
$12.3M 126,147 -997 -0.8%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$12.2M 125,831 +11,946 +10%
CI
110
Cambiar Investors
Colorado
$11.9M 121,975 -3,634 -3%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$11.8M 121,664 -9,381 -7%
Osaic Holdings
112
Osaic Holdings
Arizona
$11.8M 121,073 +10,559 +10%
EIA
113
Edgemoor Investment Advisors
Maryland
$11.6M 119,683 -6,761 -5%
EI
114
Ethic Inc
New York
$11.6M 119,673 -13,074 -10%
TAM
115
Tocqueville Asset Management
New York
$11.6M 118,913 +11,395 +11%
PL
116
Parkwood LLC
Ohio
$11.5M 117,991 +117,991 New
ISL
117
Ingalls & Snyder LLC
New York
$11.4M 117,001 +567 +0.5%
BCWM
118
Bartlett & Co Wealth Management
Ohio
$11.3M 116,489 -680 -0.6%
Neuberger Berman Group
119
Neuberger Berman Group
New York
$11M 112,867 -53,028 -32%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$10.5M 107,802 +2,189 +2%
New York State Common Retirement Fund
121
New York State Common Retirement Fund
New York
$10.5M 107,678 +1,301 +1%
PE
122
Point72 Europe
United Kingdom
$10.3M 105,829 +105,829 New
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$10.2M 104,927 +52,060 +98%
Pathstone Holdings
124
Pathstone Holdings
New Jersey
$9.96M 102,378 -772 -0.7%
RMCM
125
Reynders McVeigh Capital Management
Massachusetts
$9.94M 102,099 -6,985 -6%
3 4
5
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