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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.

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
1
Fisher Asset Management
Washington
$754M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$208M
3
Goldman Sachs
3
Goldman Sachs
New York
$408M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$160M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$121M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$333M
3
Primecap Management
3
Primecap Management
California
$1.16B
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.43M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$4.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$1.32B 11,818,102 -396,563 -3%
Primecap Management
2
Primecap Management
California
$1.16B 10,382,879 -642,160 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$960M 8,606,724 +422,869 +5%
Morgan Stanley
4
Morgan Stanley
New York
$787M 7,055,911 +186,756 +3%
Fisher Asset Management
5
Fisher Asset Management
Washington
$754M 6,763,132 +4,760,173 +238%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$613M 5,503,093 -73,868 -1%
Franklin Resources
7
Franklin Resources
California
$552M 4,953,323 +597,725 +14%
Bank of America
8
Bank of America
North Carolina
$526M 4,714,342 +165,539 +4%
Goldman Sachs
9
Goldman Sachs
New York
$408M 3,660,485 +1,377,252 +60%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$333M 2,991,326 -656,535 -18%
Principal Financial Group
11
Principal Financial Group
Iowa
$267M 2,393,019 -33,907 -1%
Renaissance Technologies
12
Renaissance Technologies
New York
$255M 2,287,251 -381,598 -14%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$252M 2,235,901 -122,622 -5%
Northern Trust
14
Northern Trust
Illinois
$243M 2,180,281 +47,690 +2%
BlackRock
15
BlackRock
New York
$242M 2,167,890 +203,934 +10%
CCM
16
Cullen Capital Management
New York
$235M 2,108,684 -47,935 -2%
Wells Fargo
17
Wells Fargo
California
$211M 1,895,961 -1,610 -0.1%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$208M 1,862,998 +1,813,497 +3,664%
UBS Group
19
UBS Group
Switzerland
$190M 1,703,702 +6,191 +0.4%
State Street
20
State Street
Massachusetts
$183M 1,585,485 -54,853 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$179M 1,608,589 -330,142 -17%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$164M 1,467,016 +149,558 +11%
Marshall Wace
23
Marshall Wace
United Kingdom
$160M 1,432,775 +1,344,109 +1,516%
SI
24
Scharf Investments
California
$140M 1,258,639 +55,316 +5%
Chevy Chase Trust
25
Chevy Chase Trust
Maryland
$123M 1,101,372 -59,767 -5%
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