Jefferies Group's NVS Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 4,606 shares of Novartis AG (NVS) worth $635,029, representing 0.00% of the portfolio. First purchased in 2023-Q4, this short-term holding has been held for 3 quarters.
Based on 13F filings, Jefferies Group has maintained this position in NVS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 4,606 shares. Largest reduction occurred in Q1 2024, reducing 49,437 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Novartis (NVS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Novartis (NVS) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2023 | +49,437 | New Buy | 49,437 | $100.97 |
| Q1 2024 | -49,437 | Sold Out | 0 | $0.00 |
| Q4 2025 | +4,606 | New Buy | 4,606 | $137.87 |
Jefferies Group's Novartis Investment FAQs
Jefferies Group first purchased Novartis AG (NVS) in Q4 2023, acquiring 49,437 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Novartis AG (NVS) for 3 quarters since Q4 2023.
Jefferies Group's largest addition to Novartis AG (NVS) was in Q4 2023, adding 49,437 shares worth $4.99 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 4,606 shares of Novartis AG (NVS), valued at approximately $635,029.
As of the Q4 2025 filing, Novartis AG (NVS) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Novartis AG (NVS) was 49,437 shares, as reported at the end of Q4 2023.