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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 %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$15.6M +$2M +17,927 +15%
JGUA
102
John G. Ullman & Associates
New York
$15.4M -$141K -1,267 -0.9%
GHA
103
GW Henssler & Associates
Georgia
$15.2M -$12.3M -110,378 -45%
FFIC
104
First Fiduciary Investment Counsel
Ohio
$15.2M -$639K -5,728 -4%
MNA
105
Manning & Napier Advisors
New York
$14.9M -$400K -3,590 -3%
PMG
106
ProVise Management Group
Florida
$14.8M +$386K +3,464 +3%
Pathstone Holdings
107
Pathstone Holdings
New Jersey
$14.6M +$3.05M +27,105 +26%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$14.1M +$77.7K +697 +0.6%
ISL
109
Ingalls & Snyder LLC
New York
$14.1M +$1.03M +9,247 +8%
Victory Capital Management
110
Victory Capital Management
Texas
$13.7M +$2.99M +26,789 +28%
EWA
111
Exencial Wealth Advisors
Oklahoma
$13.2M -$906K -8,128 -6%
CAM
112
Cresset Asset Management
Illinois
$13.1M +$8.89M +77,048 +209%
TAM
113
Tocqueville Asset Management
New York
$13.1M -$158K -1,420 -1%
EIA
114
Edgemoor Investment Advisors
Maryland
$12.5M -$819K -7,349 -6%
NVCHI
115
New Vernon Capital Holdings II
New Jersey
$12.4M +$12.3M +1,372,407 +12,664%
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$12.3M +$1.54M +14,057 +14%
VPIM
117
Vanguard Personalized Indexing Management
California
$12.2M +$2.46M +22,062 +25%
Neuberger Berman Group
118
Neuberger Berman Group
New York
$12.2M -$417K -3,737 -3%
AllianceBernstein
119
AllianceBernstein
Tennessee
$12.1M +$6.86M +61,567 +131%
PL
120
Parkwood LLC
Ohio
$11.9M -$1.29M -11,614 -10%
PE
121
Point72 Europe
United Kingdom
$11.4M -$398K -3,570 -3%
Osaic Holdings
122
Osaic Holdings
Arizona
$11.4M -$2.13M -19,103 -16%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$11.3M -$684K -6,139 -6%
New York State Common Retirement Fund
124
New York State Common Retirement Fund
New York
$11.3M -$686K -6,153 -6%
ZAM
125
Zevin Asset Management
Massachusetts
$11.3M +$97.2K +872 +0.9%
3 4
5
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