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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 %
SFC
1401
SYM Financial Corp
Indiana
– -$211K -1,835 Closed
EM
1402
Excalibur Management
Massachusetts
– -$209K -1,820 Closed
GFWA
1403
Grey Fox Wealth Advisors
Delaware
– -$209K -1,818 Closed
EW
1404
Evoke Wealth
California
– -$207K -1,802 Closed
SB
1405
Strategic Blueprint
Georgia
– -$207K -1,802 Closed
Aristotle Capital Management
1406
Aristotle Capital Management
California
– -$206K -1,794 Closed
MWM
1407
Modern Wealth Management
Kansas
– -$206K -1,791 Closed
BA
1408
Bristlecone Advisors
Washington
– -$206K -1,787 Closed
TSS
1409
Two Sigma Securities
New York
– -$205K -1,783 Closed
FC
1410
Forte Capital
New York
– -$205K -1,778 Closed
ST
1411
Spinnaker Trust
Maine
– -$202K -1,759 Closed
FRA
1412
Frank Rimerman Advisors
California
– -$201K -1,750 Closed
PS
1413
Planned Solutions
California
– -$132K -1,145 Closed
IAS
1414
IMA Advisory Services
Colorado
– -$73.6K -640 Closed
LIP
1415
Liontrust Investment Partners
United Kingdom
– -$39.1K -367 Closed
GSEP
1416
Golden State Equity Partners
California
– -$39.6K -344 Closed
OA
1417
Operose Advisors
Wisconsin
– -$32.1K -279 Closed
PAG
1418
Paladin Advisory Group
Iowa
– -$29K -252 Closed
SFCL
1419
Strengthening Families & Communities LLC
Massachusetts
– -$28.8K -250 Closed
TCM
1420
Tradewinds Capital Management
Washington
– -$21.9K -190 Closed
JIP
1421
Jaffetilchin Investment Partners
Florida
– -$16.7K -145 Closed
AF
1422
Arrow Financial
New York
– -$16.3K -142 Closed
RWM
1423
Reston Wealth Management
Virginia
– -$14.7K -128 Closed
PW
1424
Paladin Wealth
Minnesota
– -$10.4K -90 Closed
HGA
1425
Hobbs Group Advisors
South Carolina
– -$10.4K -90 Closed
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