Novartis
NVS
1,341 hedge funds and large institutions have $12.7B invested in Novartis in 2024 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 421 increasing their positions, 466 reducing their positions, and 106 closing their positions.
49% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 106
2% more funds holding
Funds holding: 1,312 → 1,341 (+29)
0.07% less ownership
Funds ownership: 6.03% → 5.95% (-0.07%)
10% less repeat investments, than reductions
Existing positions increased: 421 | Existing positions reduced: 466
16% less capital invested
Capital invested by funds: $15.2B → $12.7B (-$2.5B)
24% less call options, than puts
Call options by funds: $190M | Put options by funds: $250M
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$60.1M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$50.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$43.3M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$42.6M |
| 5 |
Renaissance Technologies
New York
|
+$39.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$128M |
| 2 |
Primecap Management
Pasadena,
California
|
-$105M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$94.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$44.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$37.5M |
NVS Hedge Fund Activity: Q4 2024 in Review
1,341 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q4 2024, worth a combined $12.7B — down 16% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new NVS positions and 106 closed out — a net gain of 52 holders — while 421 added to existing stakes and 466 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $60.1M. The largest seller was Goldman Sachs, cutting an estimated $128M.
- 1,341 institutional investors held Novartis (NVS) as of Q4 2024, up from 1,312 in Q3 2024.
- Funds reported $12.7B of Novartis stock for Q4 2024, down 16% quarter-over-quarter.
- 158 funds opened new Novartis positions in Q4 2024 and 106 closed out, a net change of +52 holders.
- The largest Novartis buyer in Q4 2024 was D.E. Shaw & Co, an estimated $60.1M added.
- The largest Novartis seller in Q4 2024 was Goldman Sachs, an estimated $128M sold.
Based on aggregated 13F filings for Q4 2024.