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Novartis
NVS

Overview Fund Activity

1,327 hedge funds and large institutions have $12.9B invested in Novartis in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 418 increasing their positions, 465 reducing their positions, and 106 closing their positions.

Holders
1,327
Holders Change
+24
Holders Change %
+1.84%
% of All Funds
17.67%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
153
Increased
418
Reduced
465
Closed
106
Calls
$190M
Puts
$250M
Net Calls
-$60.3M
Net Calls Change
+$63M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$88.3M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$59.6M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$61.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$57.2M
5
Northern Trust
5
Northern Trust
Illinois
$208M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$222M
2
Primecap Management
2
Primecap Management
California
$1.07B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.08M
4
Bank of America
4
Bank of America
North Carolina
$443M
5
MIP
5
Mondrian Investment Partners
United Kingdom
$68.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$1.19B 12,214,665 -7,211 -0.1%
Primecap Management
2
Primecap Management
California
$1.07B 11,025,039 -983,016 -8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$796M 8,183,855 +90,823 +1%
Morgan Stanley
4
Morgan Stanley
New York
$668M 6,869,155 -115,717 -2%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$543M 5,576,961 -192,677 -3%
Bank of America
6
Bank of America
North Carolina
$443M 4,548,803 -415,527 -8%
Franklin Resources
7
Franklin Resources
California
$424M 4,355,598 -21,444 -0.5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$355M 3,647,861 -351,314 -9%
Renaissance Technologies
9
Renaissance Technologies
New York
$260M 2,668,849 +368,171 +16%
Principal Financial Group
10
Principal Financial Group
Iowa
$236M 2,426,926 -42,642 -2%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$230M 2,358,523 -183,338 -7%
Goldman Sachs
12
Goldman Sachs
New York
$222M 2,283,233 -1,202,998 -35%
CCM
13
Cullen Capital Management
New York
$210M 2,156,619 -95,349 -4%
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$208M 2,137 +131 +7%
Northern Trust
15
Northern Trust
Illinois
$208M 2,132,591 +399,862 +23%
Fisher Asset Management
16
Fisher Asset Management
Washington
$195M 2,002,959 +296,950 +17%
BlackRock
17
BlackRock
New York
$191M 1,963,956 +16,051 +0.8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$189M 1,938,731 -14,966 -0.8%
Wells Fargo
19
Wells Fargo
California
$185M 1,897,571 -86,276 -4%
UBS Group
20
UBS Group
Switzerland
$165M 1,697,511 +327,690 +24%
State Street
21
State Street
Massachusetts
$160M 1,640,338 -54,971 -3%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$128M 1,317,458 -35,954 -3%
SI
23
Scharf Investments
California
$117M 1,203,323 -74,470 -6%
Chevy Chase Trust
24
Chevy Chase Trust
Maryland
$113M 1,161,139 +52,044 +5%
Raymond James Financial
25
Raymond James Financial
Florida
$88.3M 907,812 +907,812 New
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