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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 %
ZAM
126
Zevin Asset Management
Massachusetts
$9.79M +$1.24M +12,701 +14%
CCIA
127
Campbell & Co Investment Adviser
Maryland
$9.69M +$8.74M +89,863 +922%
BG
128
Bahl & Gaynor
Ohio
$9.63M +$41.7K +429 +0.4%
SA
129
Sanctuary Advisors
Indiana
$9.63M -$143K -1,363 -1%
Allspring Global Investments
130
Allspring Global Investments
North Carolina
$9.56M +$5.4M +55,581 +130%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$9.53M +$7.01M +72,088 +278%
SIM
132
Seaview Investment Managers
Florida
$9.47M +$1.41M +14,518 +18%
AF
133
Allworth Financial
California
$9.4M +$9.02M +91,866 +2,354%
Victory Capital Management
134
Victory Capital Management
Texas
$9.37M +$9.37M +96,241 New
EPAM
135
Euro Pacific Asset Management
Puerto Rico
$9.28M -$195K -2,006 -2%
AAIM
136
American Assets Investment Management
California
$9.11M – – –
EB
137
Eastern Bank
Massachusetts
$9.01M -$7.72M -79,381 -46%
RWM
138
Ritholtz Wealth Management
New York
$9M -$374K -3,840 -4%
P
139
&Partners
Tennessee
$8.89M +$6.04M +61,887 +212%
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.82M +$80.7K +829 +0.9%
TC
141
TownSquare Capital
Utah
$8.76M +$4.6M +47,294 +111%
FIA
142
Foundations Investment Advisors
Arizona
$8.67M +$1.84M +18,894 +27%
Marshall Wace
143
Marshall Wace
United Kingdom
$8.63M +$8.63M +88,666 New
Federated Hermes
144
Federated Hermes
Pennsylvania
$8.59M -$607K -6,233 -7%
MGIA
145
Matthew Goff Investment Advisor
Texas
$8.52M +$5.64K +58 +0.1%
VPIM
146
Vanguard Personalized Indexing Management
California
$8.51M -$999K -10,262 -10%
FVWA
147
Foster Victor Wealth Advisors
South Carolina
$8.46M +$1.48M +15,212 +21%
NA
148
NewEdge Advisors
Louisiana
$8.4M +$89.6K +921 +1%
ACM
149
Aquatic Capital Management
Illinois
$8.26M +$381K +3,920 +5%
OCM
150
Osterweis Capital Management
California
$8.25M -$9.42M – –
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