Current Value of Holding

$165M

Shares

1.11M

% of Portfolio

0.23%

Average Buy Price

$82.7

Avg closing price
Price range

51 Jim Simons Novartis AG Trades

Jim Simons's position in Novartis AG is currently worth $165M. That's 0.23% of their equity portfolio (80th largest holding). The first Novartis AG trade was made in Q3 2013. Since then Jim Simons bought shares 27 more times and sold shares on 23 occasions. The stake costed the investor $91.9M, netting the investor a gain of 79% so far.

Avg closing price
Price range
Sold 17.2% shares (-231k shares) Q1 2026
Avg closing price $153.05
Price range $137.91 - $168.62
Sold 28.5% shares (-535k shares) Q4 2025
Avg closing price $130.95
Price range $121.80 - $139.20
Sold 18.3% shares (-420k shares) Q3 2025
Avg closing price $122.09
Price range $113.50 - $129.73
Increased shares by 0.5% (+10.9k shares) Q2 2025
Avg closing price $112.73
Price range $101.96 - $121.01
Sold 14.3% shares (-382k shares) Q1 2025
Avg closing price $106.19
Price range $97.14 - $115.57
Increased shares by 16.0% (+368k shares) Q4 2024
Avg closing price $106.36
Price range $97.06 - $117.18
Sold 8.0% shares (-199k shares) Q3 2024
Avg closing price $113.48
Price range $106.13 - $120.89
Sold 15.0% shares (-441k shares) Q2 2024
Avg closing price $100.38
Price range $92.57 - $107.37
Increased shares by 3.6% (+103k shares) Q1 2024
Avg closing price $102.53
Price range $95.27 - $108.47
Increased shares by 7.6% (+201k shares) Q4 2023
Avg closing price $96.53
Price range $92.27 - $101.54
Increased shares by 12.0% (+282k shares) Q3 2023
Avg closing price $101.51
Price range $94.73 - $105.13
Sold 22.7% shares (-693k shares) Q2 2023
Avg closing price $100.02
Price range $92.52 - $104.91
Sold 10.9% shares (-374k shares) Q1 2023
Avg closing price $87.33
Price range $80.03 - $92.81
Increased shares by 7.5% (+239k shares) Q4 2022
Avg closing price $84.23
Price range $75.31 - $92.53
Sold 15.9% shares (-602k shares) Q3 2022
Avg closing price $82.89
Price range $74.61 - $87.43
Increased shares by 11.9% (+402k shares) Q2 2022
Avg closing price $87.73
Price range $80.52 - $93.75
Sold 9.3% shares (-346k shares) Q1 2022
Avg closing price $86.58
Price range $80.11 - $90.62
Increased shares by 12.7% (+420k shares) Q4 2021
Avg closing price $83.03
Price range $79.70 - $88.13
Increased shares by 37.2% (+897k shares) Q3 2021
Avg closing price $89.96
Price range $81.78 - $95.14
Increased shares by 1.7% (+39.6k shares) Q2 2021
Avg closing price $89.05
Price range $85.24 - $94.15

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