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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
18.17%
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
+$531M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$202M
3
Goldman Sachs
Goldman Sachs
New York
+$154M
4
Marshall Wace
Marshall Wace
United Kingdom
+$150M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$121M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$88.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.2M
3
Primecap Management
Primecap Management
California
-$71.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$66.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$64.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
1351
First Hawaiian Bank
Hawaii
– -$1.97M -20,219 Closed
DWA
1352
Dorsey Wright & Associates
California
– -$1.82M -18,708 Closed
FC
1353
FORA Capital
Florida
– -$1.69M -17,380 Closed
RPSA
1354
Richard P. Slaughter Associates
Texas
– -$1.46M -15,024 Closed
MAM
1355
Milestone Asset Management
Pennsylvania
– -$1.33M -13,701 Closed
OAC
1356
OMERS Administration Corp
Ontario, Canada
– -$993K -10,200 Closed
ET
1357
Entropy Technologies
New York
– -$967K -9,938 Closed
EFP
1358
Elser Financial Planning
Indiana
– -$874K -8,978 Closed
RA
1359
RFG Advisory
Alabama
– -$839K -8,617 Closed
MP
1360
Mangrove Partners
Connecticut
– -$771K -7,923 Closed
Group One Trading
1361
Group One Trading
Illinois
– -$766K -7,868 Closed
DWM
1362
Diversify Wealth Management
Utah
– -$717K -7,240 Closed
BAM
1363
Belpointe Asset Management
Nevada
– -$690K -5,707 Closed
CC
1364
Centiva Capital
New York
– -$498K -5,119 Closed
Two Sigma Advisers
1365
Two Sigma Advisers
New York
– -$448K -4,600 Closed
SFO
1366
Stokes Family Office
Louisiana
– -$436K -4,484 Closed
AI
1367
AdvisorShares Investments
Maryland
– -$424K -4,360 Closed
NL
1368
NWAM LLC
Washington
– -$414K -4,255 Closed
GG
1369
Greenwood Gearhart
Arkansas
– -$371K -3,810 Closed
MSFS
1370
Main Street Financial Solutions
Pennsylvania
– -$340K -3,499 Closed
Verition Fund Management
1371
Verition Fund Management
Connecticut
– -$337K -3,464 Closed
NME
1372
Notis-McConarty Edward
– -$263K -2,700 Closed
SAM
1373
Synergy Asset Management
Washington
– -$269K -2,686 Closed
CCG
1374
Catalina Capital Group
California
– -$261K -2,682 Closed
AIM
1375
Aigen Investment Management
New York
– -$233K -2,394 Closed
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