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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 %
Kovitz Investment Group Partners
176
Kovitz Investment Group Partners
Illinois
$6.04M +$167K +1,496 +3%
JFL
177
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.04M +$73K +655 +1%
WT
178
Whittier Trust
California
$5.93M +$57K +511 +1%
BFG
179
Bleakley Financial Group
New Jersey
$5.9M -$49.1K -440 -0.8%
MFG
180
Monte Financial Group
Connecticut
$5.87M -$85.3K -769 -1%
T. Rowe Price Associates
181
T. Rowe Price Associates
Maryland
$5.87M -$2.37M -21,240 -29%
NCM
182
Narwhal Capital Management
Georgia
$5.79M -$137K -1,226 -2%
WLPWM
183
Walled Lake Planning & Wealth Management
Illinois
$5.79M -$51.3K -460 -0.9%
CWP
184
Capital Wealth Planning
Florida
$5.74M +$1.43M +12,870 +33%
First Manhattan
185
First Manhattan
New York
$5.7M -$21.7K -188 -0.4%
Legal & General Group
186
Legal & General Group
United Kingdom
$5.69M +$5.18M +46,497 +1,014%
Deutsche Bank
187
Deutsche Bank
Germany
$5.69M +$279K +2,500 +5%
GMA
188
Glassy Mountain Advisors
Maryland
$5.61M -$21.5K -193 -0.4%
SFM
189
Sphera Funds Management
Israel
$5.57M – – –
CCMINC
190
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.53M +$16.4K +142 +0.3%
CWM
191
Congress Wealth Management
Massachusetts
$5.5M +$814K +7,302 +17%
RG
192
Rathbones Group
United Kingdom
$5.46M -$215K -1,930 -4%
TIM
193
Thornburg Investment Management
New Mexico
$5.45M -$3.25M -2,911 -37%
PAI
194
Pittenger & Anderson Inc
Nebraska
$5.38M – – –
SAM
195
Smithbridge Asset Management
Pennsylvania
$5.35M +$5.35M +47,989 New
PSC
196
Prentiss Smith & Co
Vermont
$5.34M -$51.1K -458 -0.9%
Focus Partners Wealth
197
Focus Partners Wealth
Massachusetts
$5.31M +$615K +5,504 +13%
National Bank of Canada
198
National Bank of Canada
Quebec, Canada
$5.27M -$9.04M -81,436 -63%
TCOV
199
Trust Company of Vermont
Vermont
$5.23M -$120K -1,072 -2%
HF
200
HRT Financial
New York
$5.21M -$1.12M -10,030 -18%
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