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Novartis
NVS

Overview Fund Activity

1,353 hedge funds and large institutions have $15.9B invested in Novartis in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 488 increasing their positions, 467 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+15
Holders Change %
+1.12%
% of All Funds
18.15%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
116
Increased
488
Reduced
467
Closed
72
Calls
$269M
Puts
$331M
Net Calls
-$61.7M
Net Calls Change
-$26.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$915M
2
Optiver Holding
Optiver Holding
Netherlands
$62.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$68.4M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.1B
5
Millennium Management
Millennium Management
New York
$102M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$19.2M
2
NVCHI
New Vernon Capital Holdings II
New Jersey
$2.05M
3
Dodge & Cox
Dodge & Cox
California
$1.29B
4
Goldman Sachs
Goldman Sachs
New York
$308M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$1.29B -$142M -1,170,473 -10%
Primecap Management
2
Primecap Management
California
$1.26B +$2.25M +18,555 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.1B +$55M +454,171 +5%
Morgan Stanley
4
Morgan Stanley
New York
$915M +$60.9M +503,577 +7%
Fisher Asset Management
5
Fisher Asset Management
Washington
$862M +$43.4M +358,282 +5%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$675M +$9.5M +78,483 +1%
Bank of America
7
Bank of America
North Carolina
$548M -$22.6M -186,854 -4%
Franklin Resources
8
Franklin Resources
California
$513M -$86.4M -713,897 -14%
Goldman Sachs
9
Goldman Sachs
New York
$308M -$135M -1,118,613 -31%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$303M -$59.2M -488,931 -16%
BlackRock
11
BlackRock
New York
$281M +$18.5M +153,265 +7%
Renaissance Technologies
12
Renaissance Technologies
New York
$278M +$1.32M +10,900 +0.5%
Principal Financial Group
13
Principal Financial Group
Iowa
$277M -$12.2M -101,139 -4%
Northern Trust
14
Northern Trust
Illinois
$267M +$2.73M +22,535 +1%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$264M -$6.91M -57,079 -3%
Wells Fargo
16
Wells Fargo
California
$225M -$3.96M -32,693 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$210M +$15.5M +128,302 +8%
State Street
18
State Street
Massachusetts
$196M +$1.51M +12,345 +0.8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$186M +$8.95M +73,947 +5%
Marshall Wace
20
Marshall Wace
United Kingdom
$173M -$116K -961 -0.1%
UBS Group
21
UBS Group
Switzerland
$164M -$42M -346,876 -20%
SI
22
Scharf Investments
California
$153M +$460K +3,805 +0.3%
Chevy Chase Trust
23
Chevy Chase Trust
Maryland
$137M +$4.11M +33,954 +3%
Raymond James Financial
24
Raymond James Financial
Florida
$112M +$3.75M +30,950 +3%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$106M +$36.7M +303,553 +53%
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