Novartis AG-RegNVSEF
13F holders, Q1 2025 (March 31)4holders +2
2new positions
0sold out
$110.60avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Novartis AG-Reg (NVSEF) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Boston Common Asset Management, LLC ($17.6M), Silvercrest Asset Management Group LLC ($11.0M) and Partners Capital Investment Group, LLP ($5.1M).
- Company
- Novartis AG-Reg
- CUSIP
- H5820Q150
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $16.1M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 145,135 shares bought and 24,605 shares sold, net +120,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Boston Common Asset Management, LLC | 0.53% | Reduce -12.3% | 158,913 | $17.6M |
| Silvercrest Asset Management Group LLC | 0.08% | New | 99,028 | $11.0M |
| Partners Capital Investment Group, LLP | 0.09% | New | 46,107 | $5.1M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.23% | Reduce -9.7% | 21,853 | $2.4M |
"% of holder's portfolio" is NVSEF's weight in each manager's 13F, not the share of Novartis AG-Reg the manager owns.