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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.

New
Increased
Maintained
Reduced
Closed
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
D.E. Shaw & Co
New York
$59.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$61.8M
3
Citadel Advisors
Citadel Advisors
Florida
$57.2M
4
Northern Trust
Northern Trust
Illinois
$208M
5
Renaissance Technologies
Renaissance Technologies
New York
$260M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$222M
2
Primecap Management
Primecap Management
California
$1.07B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.08M
4
Bank of America
Bank of America
North Carolina
$443M
5
MIP
Mondrian Investment Partners
United Kingdom
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGC
1276
Slocum, Gordon & Co
Rhode Island
$7.1K – – –
HWM
1277
Hemington Wealth Management
Virginia
$7K – – –
MWM
1278
Mascoma Wealth Management
New Hampshire
$6.52K – – –
HWP
1279
Highline Wealth Partners
California
$6.42K -$7.1K -73 -53%
RWPA
1280
Richard W. Paul & Associates
Michigan
$6.33K – – –
CCMI
1281
Creative Capital Management Investments
California
$5.74K – – –
JGIA
1282
Jackson Grant Investment Advisers
Connecticut
$5.45K – – –
KOCAA
1283
Knights of Columbus Asset Advisors
Connecticut
$5.35K – – –
CJ
1284
Caitlin John
Michigan
$5.27K – – –
WWP
1285
WR Wealth Planners
Missouri
$5.26K +$292 +3 +6%
NC
1286
NewSquare Capital
Pennsylvania
$5.16K +$5.16K +53 New
MFG
1287
Mendota Financial Group
Wisconsin
$5.14K -$1.17K -12 -18%
FF
1288
Friedenthal Financial
New Jersey
$5.06K – – –
RCM
1289
Raleigh Capital Management
North Carolina
$5.03K – – –
TFGT
1290
TS Financial Group (TSFG)
Illinois
$5K – – –
WTFG
1291
Wood Tarver Financial Group
Idaho
$5K +$5K +59 New
JFG
1292
JDM Financial Group
Texas
$4.87K – – –
CCA
1293
Criterion Capital Advisors
Tennessee
$4.79K – – –
SRCM
1294
Signature Resources Capital Management
California
$4.38K – – –
DRP
1295
Decker Retirement Planning
Utah
$4.38K +$4.38K +45 New
SIM
1296
Synergy Investment Management
Florida
$4.28K +$4.28K +44 New
BOJHT
1297
Bank of Jackson Hole Trust
Wyoming
$4.28K +$4.28K +44 New
MCM
1298
Mainstream Capital Management
California
$4.28K +$4.28K +44 New
SIM
1299
Studio Investment Management
Illinois
$3.89K – – –
MCA
1300
Maryland Capital Advisors
Maryland
$3.8K -$389 -4 -9%
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