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      Current Value of Holding

      $295M

      Shares

      2.3M

      % of Portfolio

      0.38%

      Average Buy Price

      $82.7

      Avg closing price
      Price range

      48 Jim Simons Novartis AG Trades

      Jim Simons's position in Novartis AG is currently worth $295M. That's 0.38% of their equity portfolio (37th 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 twenty occasions. The stake costed the investor $190M, netting the investor a gain of 55% so far.

      Avg closing price
      Price range
      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
      Sold 50.2% shares (-2.39M shares) Q1 2021
      Avg closing price $89.74
      Price range $83.50 - $98.47
      Sold 28.8% shares (-1.92M shares) Q4 2020
      Avg closing price $87.38
      Price range $78.07 - $94.43
      Sold 19.4% shares (-1.61M shares) Q3 2020
      Avg closing price $86.63
      Price range $82.14 - $91.00

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