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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
18.18%
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
$754M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$208M
3
Goldman Sachs
Goldman Sachs
New York
$408M
4
Marshall Wace
Marshall Wace
United Kingdom
$160M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$121M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$333M
3
Primecap Management
Primecap Management
California
$1.16B
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.43M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
126
Jane Street
New York
$11.3M -$4.66M -41,787 -29%
Federated Hermes
127
Federated Hermes
Pennsylvania
$11.3M +$1.43M +12,821 +15%
SIM
128
Seaview Investment Managers
Florida
$11.2M +$351K +3,147 +3%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$11M +$9.88M +88,654 +914%
P
130
&Partners
Tennessee
$11M +$674K +5,968 +7%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$10.7M -$49.5M -444,402 -82%
AF
132
Allworth Financial
California
$10.5M -$97.9K -881 -0.9%
EPAM
133
Euro Pacific Asset Management
Puerto Rico
$10.5M -$140K -1,257 -1%
AAIM
134
American Assets Investment Management
California
$10.4M – – –
BG
135
Bahl & Gaynor
Ohio
$10.4M -$607K -5,447 -6%
Connor, Clark & Lunn Investment Management (CC&L)
136
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.4M +$9.43M +84,563 +1,003%
RWM
137
Ritholtz Wealth Management
New York
$10.2M -$130K -1,163 -1%
TC
138
TownSquare Capital
Utah
$10.1M +$89.1K +799 +0.9%
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1M -$669 -6 -0%
MGIA
140
Matthew Goff Investment Advisor
Texas
$9.96M +$204K +1,827 +2%
BCWM
141
Bartlett & Co Wealth Management
Ohio
$9.84M -$3.61M -31,302 -27%
OCM
142
Osterweis Capital Management
California
$9.72M -$8.25M – –
GWM
143
Geneos Wealth Management
Colorado
$9.71M +$6.34M +56,916 +189%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$9.49M +$59.6K +535 +0.6%
EI
145
Ethic Inc
New York
$9.42M -$3.7M -33,752 -28%
IHL
146
Investment House LLC
California
$9.16M -$11.1K -100 -0.1%
ERP
147
Eldred Rock Partners
Texas
$9.03M +$2.26M +20,184 +33%
TBC
148
Tweedy, Browne Co
Connecticut
$9.03M -$236K -2,116 -3%
MCM
149
Mengis Capital Management
Oregon
$8.93M – – –
Two Sigma Investments
150
Two Sigma Investments
New York
$8.93M +$2.88M +25,821 +48%
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