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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 %
CTWM
1326
Cherry Tree Wealth Management
Minnesota
$876 +$876 +9 New
SC
1327
Swan Capital
Florida
$876 +$876 +9 New
CAM
1328
Creekmur Asset Management
Illinois
$681 – – –
FFL
1329
Financial Freedom LLC
Ohio
$310 – – –
RFG
1330
REAP Financial Group
Texas
$17 -$2.42K -21 Closed
MIF
1331
Mediolanum International Funds
Ireland
– -$24.1M -207,506 Closed
IHAM
1332
Integral Health Asset Management
New York
– -$23M -200,000 Closed
IAIM
1333
International Assets Investment Management
Florida
– -$1.5K -172,825 Closed
HSBC Holdings
1334
HSBC Holdings
United Kingdom
– -$11.6M -100,904 Closed
SC
1335
Syon Capital
California
– -$6.47M -56,294 Closed
CIC
1336
Chase Investment Counsel
Virginia
– -$5.59M -48,599 Closed
GSWM
1337
Greenup Street Wealth Management
Michigan
– -$4.14M -35,979 Closed
Prudential Financial
1338
Prudential Financial
New Jersey
– -$4.02M -34,918 Closed
ATS
1339
Ashton Thomas Securities
New York
– -$3.34M -29,001 Closed
LIP
1340
Lighthouse Investment Partners
Florida
– -$2.88M -25,000 Closed
ERSOT
1341
Employees Retirement System of Texas
Texas
– -$2.64M -22,943 Closed
FTDI
1342
First Trust Direct Indexing
Massachusetts
– -$2.62M -22,769 Closed
SEC
1343
Seven Eight Capital
New York
– -$2.38M -20,729 Closed
TI
1344
Trexquant Investment
Connecticut
– -$1.7M -14,771 Closed
RWA
1345
Redhawk Wealth Advisors
Minnesota
– -$1.28M -11,099 Closed
SSI
1346
Scott & Selber Inc
Texas
– -$1.21M -10,491 Closed
SFS
1347
Sowell Financial Services
Arkansas
– -$1.2M -10,386 Closed
BCM
1348
Barometer Capital Management
Ontario, Canada
– -$1.04M -9,000 Closed
EIP
1349
Epoch Investment Partners
New York
– -$961K -8,352 Closed
CWM
1350
Calamos Wealth Management
Illinois
– -$831K -7,228 Closed
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