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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
+$531M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$202M
3
Goldman Sachs
Goldman Sachs
New York
+$154M
4
Marshall Wace
Marshall Wace
United Kingdom
+$150M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$121M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$88.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.2M
3
Primecap Management
Primecap Management
California
-$71.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$66.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$64.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
201
Park Avenue Securities
New York
$5.19M +$377K +3,381 +8%
AI
202
Atria Investments
North Carolina
$5.18M +$360K +3,230 +7%
HJIM
203
Henry James International Management
New York
$5.13M +$1.78K +16 +0%
ACM
204
Advisors Capital Management
New Jersey
$5.09M +$247K +2,220 +5%
KeyBank National Association
205
KeyBank National Association
Ohio
$4.86M +$22.3K +200 +0.5%
SPIA
206
Steward Partners Investment Advisory
New York
$4.86M -$82.4K -739 -2%
MPM
207
Meritage Portfolio Management
Kansas
$4.86M -$84.3K -756 -2%
GCM
208
Graham Capital Management
Connecticut
$4.85M -$526K -4,714 -10%
SC
209
Scotia Capital
Ontario, Canada
$4.84M -$372K -3,337 -7%
CCA
210
Catalyst Capital Advisors
New York
$4.8M +$2.16M +19,350 +82%
S
211
SignatureFD
Georgia
$4.8M +$335K +3,001 +7%
ERSOT
212
Employees Retirement System of Texas
Texas
$4.8M +$4.8M +43,010 New
NG
213
Norden Group
Utah
$4.7M +$15.5K +139 +0.3%
PA
214
Perennial Advisors
New York
$4.69M +$94.2K +845 +2%
LCM
215
Logan Capital Management
Pennsylvania
$4.68M +$64.4K +578 +1%
NW
216
Naviter Wealth
Arkansas
$4.66M -$62K -532 -1%
Optiver Holding
217
Optiver Holding
Netherlands
$4.64M -$3.43M -30,763 -42%
Boston Partners
218
Boston Partners
Massachusetts
$4.62M -$1.32M -11,876 -22%
WIA
219
World Investment Advisors
California
$4.62M +$506K +4,542 +12%
WSFS
220
Wilmington Savings Fund Society
Delaware
$4.62M +$3.01K +27 +0.1%
BWP
221
Baldwin Wealth Partners
Massachusetts
$4.62M -$765K -6,858 -14%
FGAM
222
Financial Gravity Asset Management
Texas
$4.58M +$4.58M +41,128 New
GSWM
223
Greenup Street Wealth Management
Michigan
$4.58M +$4.58M +41,106 New
HA
224
Hamel Associates
New Jersey
$4.58M +$3.61M +32,380 +373%
AP
225
Arlington Partners
Alabama
$4.56M +$1.08M +9,730 +31%
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