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AlphaCentric Advisors’s Novartis NVS Stock Holding History

AlphaCentric Advisors’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.53M Buy
+15,719
New +$1.68M 1.53% 17
2020
Q3 		– Sell
-550
Closed -$48K – 173
2020
Q2 		$48K Buy
+550
New +$47.5K 0.03% 89

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AlphaCentric Advisors's NVS Position: Q4 2024 in Review

AlphaCentric Advisors opened a new position in Novartis (NVS) in Q4 2024: 15,719 shares worth $1.53M. The stake represents 1.53% of the portfolio and ranks #17 among its holdings. This is a return to the name: AlphaCentric Advisors previously reported a position in NVS as recently as Q2 2020.

AlphaCentric Advisors first reported a position in NVS in Q2 2020 and has held it in 2 quarters since. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • AlphaCentric Advisors held 15,719 shares of Novartis worth $1.53M as of Q4 2024.
  • Novartis was a new AlphaCentric Advisors position in Q4 2024.
  • Novartis made up 1.53% of AlphaCentric Advisors's portfolio in Q4 2024, its #17 holding.
  • AlphaCentric Advisors first reported a position in Novartis in Q2 2020 and has held it in 2 quarters since.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on AlphaCentric Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.