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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 %
CAM
1376
Cidel Asset Management
Ontario, Canada
– -$231K -2,009 Closed
PAM
1377
Peak Asset Management
Colorado
– -$230K -2,000 Closed
SMH
1378
Sanders Morris Harris
Texas
– -$230K -2,000 Closed
ET
1379
Equitable Trust
Tennessee
– -$229K -1,991 Closed
WPW
1380
Watershed Private Wealth
Illinois
– -$229K -1,989 Closed
FFA
1381
First Foundation Advisors
California
– -$227K -1,975 Closed
CCA
1382
Cobblestone Capital Advisors
New York
– -$227K -1,975 Closed
BFIM
1383
Beese Fulmer Investment Management
Ohio
– -$225K -1,960 Closed
GB
1384
Goepper Burkhardt
South Carolina
– -$224K -1,950 Closed
MW
1385
Marcum Wealth
Ohio
– -$223K -1,937 Closed
CRI
1386
Commonwealth Retirement Investments
Virginia
– -$222K -1,931 Closed
HFAS
1387
Hummer Financial Advisory Services
Illinois
– -$222K -1,926 Closed
ABLA
1388
Alan B. Lancz & Associates
Ohio
– -$221K -1,918 Closed
AF
1389
Apexium Financial
Texas
– -$219K -1,902 Closed
FWM
1390
Fairhaven Wealth Management
Illinois
– -$218K -1,899 Closed
CAI
1391
Capital Advisors Inc
Oklahoma
– -$218K -1,898 Closed
PIA
1392
Perennial Investment Advisors
California
– -$218K -1,894 Closed
SL
1393
Sentinus LLC
Illinois
– -$218K -1,894 Closed
WPW
1394
Warther Private Wealth
Ohio
– -$217K -1,887 Closed
MMHP
1395
Murphy Middleton Hinkle & Parker
Georgia
– -$216K -1,882 Closed
IIC
1396
Ironwood Investment Counsel
Arizona
– -$215K -1,872 Closed
AGC
1397
Aspen Grove Capital
Colorado
– -$215K -1,870 Closed
CFS
1398
CRA Financial Services
New Jersey
– -$215K -1,866 Closed
CWS
1399
Cypress Wealth Services
California
– -$213K -1,850 Closed
MA
1400
MONECO Advisors
Connecticut
– -$212K -1,847 Closed
54 55
56
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