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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 %
GF
151
Gabelli Funds
New York
$8.91M -$513K -4,600 -5%
ACM
152
Altrius Capital Management
North Carolina
$8.88M +$204K +1,829 +2%
CCM
153
Cohen Capital Management
California
$8.8M – – –
CSIC
154
Clifford Swan Investment Counsel
California
$8.75M -$337K -3,025 -4%
TBA
155
Tower Bridge Advisors
Pennsylvania
$8.69M -$153K -1,368 -2%
NA
156
NewEdge Advisors
Louisiana
$8.59M -$1.03M -9,219 -11%
UCFA
157
United Capital Financial Advisors
Texas
$8.57M -$95.9K -860 -1%
LOPW
158
Live Oak Private Wealth
North Carolina
$8.55M +$135K +1,207 +2%
William Blair & Company
159
William Blair & Company
Illinois
$8.53M -$416K -3,730 -5%
RMCM
160
Reynders McVeigh Capital Management
Massachusetts
$8.51M -$2.87M -25,741 -25%
FPTW
161
Franklin, Parlapiano, Turner & Welch
Texas
$8.43M +$19K +170 +0.2%
CNB
162
Camden National Bank
Maine
$8.06M -$134K -1,201 -2%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$7.69M -$261K -2,337 -3%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$7.42M +$78.9K +708 +1%
QCG
165
Quadrant Capital Group
Ohio
$7.24M +$5.23M +46,877 +259%
BS
166
Banco Santander
Spain
$6.96M +$514K +4,615 +8%
DP
167
Dearborn Partners
Illinois
$6.93M -$25.4K -228 -0.4%
CCB
168
Country Club Bank
Missouri
$6.86M -$18K -160 -0.3%
BBHC
169
Brown Brothers Harriman & Co
New York
$6.86M -$168K -1,506 -2%
WF
170
Welch & Forbes
Massachusetts
$6.83M -$198K -1,779 -3%
FT
171
Fiduciary Trust
Massachusetts
$6.62M +$1.1M +9,865 +20%
PA
172
Pinnacle Associates
New York
$6.54M -$2.12K -19 -0%
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$6.52M -$5.18M -46,462 -44%
BPA
174
Beacon Pointe Advisors
California
$6.52M +$1.63M +14,626 +33%
CRC
175
Curi RMB Capital
Illinois
$6.23M +$6.23M +55,850 New
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