NVS
NOVARTIS AGMarquee-fund ownership over time
This quarter's activity
New positions opened
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Maverick Capital re-entered | Q3 2013 | 52Q | $41 | $149 | +260% |
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $105 | $149 | +42% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $106 | $149 | +40% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $106 | $149 | +40% |
| Point72 Asset Management re-entered | Q2 2025(8Q snapshot) | 4Q | $105 | $149 | +42% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw | Q3 2024 | Q2 2026 | → $148 | +39% |
| Millennium Management | Q3 2024 | Q2 2026 | → $148 | +39% |
| Citadel Advisors | Q3 2024 | Q3 2025 | → $118 | +12% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at NOVARTIS AG. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jul 16, 2020 — the most recent Form 4 on file — not from today.
- Form 40001104659-20-084106Jul 16, 2020
- Form 40001104659-20-080559Jul 2, 2020
- Form 40000925421-20-000256Jun 22, 2020
- Form 40000925421-20-000254Jun 17, 2020
- Form 40000925421-20-000248Jun 12, 2020
- Form 40000925421-20-000244Jun 9, 2020
- Form 40000925421-20-000228Jun 4, 2020
- Form 40000899243-19-027115Nov 12, 2019
- Form 40001104659-19-032920May 30, 2019
- Form 40000925421-19-000179Apr 29, 2019
- Form 40000925421-19-000157Apr 24, 2019
- Form 40000925421-19-000153Apr 15, 2019
- Form 40000925421-19-000149Apr 10, 2019
- Form 40000925421-19-000145Apr 5, 2019
- Form 40000925421-19-000143Apr 2, 2019
Fundamentals
XBRL · NOVARTIS AGNot enough XBRL history to plot. NOVARTIS AGhasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for NOVARTIS AG — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 6-KInterim disclosure (foreign)Apr 28, 2026
- 6-KFORM 6-KMar 18, 2026
- 6-KInterim disclosure (foreign)Feb 4, 2026
- 6-KInterim disclosure (foreign)Feb 4, 2026
- 20-FAnnual report (foreign)Feb 4, 2026
- 6-KFORM 6-KNov 25, 2025
- 6-KFORM 6-KNov 20, 2025
- 6-KFORM 6-KNov 5, 2025
- 6-KInterim disclosure (foreign)Oct 28, 2025
- 6-KFORM 6-KOct 27, 2025
- 6-KFORM 6-KSep 30, 2025
- 6-KFORM 6-KAug 11, 2025
- 6-KFORM 6-KJul 17, 2025
- 6-KInterim disclosure (foreign)Jul 17, 2025
- 6-KFORM 6-KJun 2, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q2 2026 | open | $148 | $149 | +1% |
| Maverick Capital | Q4 2025 | open | $127 | $143 | +13% |
| Point72 Asset Management | Q2 2025 | Q4 2025 | $105 | $127 | +21% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $106 | $118 | +12% |
| Two Sigma Investments | Q3 2024 | open | $106 | $149 | +40% |
| D.E. Shaw | Q3 2024 | Q2 2026 | $106 | $148 | +39% |
| AQR Capital Management | Q3 2024 | open | $106 | $149 | +40% |
| Millennium Management | Q3 2024 | Q2 2026 | $106 | $148 | +39% |
| Renaissance Technologies | Q3 2024 | open | $105 | $149 | +42% |
| Maverick Capital | Q2 2024 | Q4 2024 | $97 | $97 | +0% |
| Maverick Capital | Q2 2021 | Q3 2021 | $73 | $78 | +7% |
| Maverick Capital | Q2 2020 | Q3 2020 | $67 | $67 | +1% |
| Maverick Capital | Q4 2014 | Q2 2015 | $55 | $62 | +14% |
| Maverick Capital | Q3 2013 | Q3 2014 | $41 | $51 | +23% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.