Novartis AG (NVS) — Hedge Fund Ownership Q1 2026
NVS
- Novartis AG (NVS) is held by 5 of 82 tracked hedge funds, with Tweedy, Browne (1%) and Dodge & Cox (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in NVS holdings came from Maverick Capital (+38%), highlighting conviction.
- The biggest decreases in NVS holdings came from Dodge & Cox (-23%) and Tweedy, Browne (-5%), suggesting profit-taking or de-risking.
- 2 hedge funds exited NVS.
- Overall, hedge funds decreased exposure to Novartis AG (NVS) by -23% vs the prior quarter and -41% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.87% | 71K | -4.81% | -12.00% | $10.9M | $152.75 | — |
| 2 |
Dodge & Cox
|
0.58% | 7.0M | -22.71% | -41.04% | $1.06B | $152.75 | — |
| 3 |
Kahn Brothers Group Irving Kahn
|
0.36% | 13K | -2.13% | -38.90% | $2.0M | $152.75 | — |
| 4 |
Maverick Capital Lee Ainslie
|
0.03% | 15K | +37.70% | — | $2.3M | $152.75 | — |
| 5 |
Causeway Capital Management
|
0.00% | 1K | -23.15% | -64.90% | $227,167 | $152.77 | — |
| — |
Mairs & Power
|
— | — | EXITED | — | — | — | — |
| — |
Third Avenue Management
|
— | — | EXITED | — | — | — | — |
| 5 | Total | — | 7.1M | -23.10% | -41.25% | $1.08B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.