Balyasny Asset Management
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Balyasny Asset Management’s Novartis NVS Stock Holding History

Balyasny Asset Management’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
2020
Q4 		– Sell
-100,000
Closed -$8.7M – 1586
2020
Q3 		$8.7M Buy
+100,000
New +$8.66M 0.06% 430
2019
Q4 		– Sell
-150,000
Closed -$13M – 1388
2019
Q3 		$13M Buy
+150,000
New +$13.5M 0.09% 334

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Balyasny Asset Management's NVS Position: Q1 2026 in Review

Balyasny Asset Management sold out of Novartis (NVS) in Q1 2026, closing a stake of 5,404 shares — an estimated $745K sold.

Balyasny Asset Management first reported a position in NVS in Q2 2013 and held it in 23 quarters. The position peaked at $111M in Q3 2025. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Balyasny Asset Management reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 5,404 Novartis shares in Q1 2026, an estimated $745K.
  • Balyasny Asset Management first reported a position in Novartis in Q2 2013 and held it in 23 quarters.
  • Balyasny Asset Management's Novartis position peaked at $111M in Q3 2025.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.