NovartisNVS
NVS
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
43% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 105
2% more funds holding
Funds holding: 1,296 [Q3] → 1,316 (+20) [Q4]
0.08% less ownership
Funds ownership: 6.03% [Q3] → 5.95% (-0.08%) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 414 | Existing positions reduced: 464
15% less capital invested
Capital invested by funds: $15.2B [Q3] → $12.9B (-$2.27B) [Q4]
24% less call options, than puts
Call options by funds: $190M | Put options by funds: $250M
31% less funds holding in top 10
Funds holding in top 10: 13 [Q3] → 9 (-4) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for NVS.
Financial journalist opinion
Based on 38 articles about NVS published over the past 30 days
Negative
Zacks Investment Research
18 hours ago
NVS Plans to Invest $23B in US Manufacturing Sites Amid Tariff Threat
Novartis plans to expand its current manufacturing, research and technology presence in the United States following Trump's announcement of tariffs on pharmaceutical imports.
Negative
CNBC
22 hours ago
Trump's pharmaceutical tariffs could raise costs for patients, worsen drug shortages
President Donald Trump's planned tariffs on pharmaceuticals imported into the U.S. could have wide-ranging consequences on the drug supply chain, manufacturers and American patients, some experts told CNBC. The tariffs could disrupt the complex pharmaceutical supply chain, potentially driving up the prices of drugs in the U.S. and exacerbating shortages of critical medicine.
Negative
Investopedia
1 day ago
Novartis Plans $23B Investment in US Facilities as Trump Threatens Pharma Tariffs
Swiss pharmaceutical giant Novartis (NVS) said it plans to invest $23 billion in the construction and expansion of 10 U.S. facilities, as drugmakers brace for potential tariffs from the Trump administration.
Positive
Reuters
1 day ago
Novartis plans to invest $23 billion in US plants as Trump renews drug tariff threats
Swiss drugmaker Novartis said on Thursday it plans to spend $23 billion to build and expand 10 facilities in the U.S., as it grapples with renewed threats of drug import duties from the Trump administration.
Positive
CNBC
2 days ago
Autos, pharma, luxury and more: The global sectors soaring after Trump's tariffs walkback
European stocks soared on Thursday after U.S. President Donald Trump's jarring about-turn on most tariffs. Tensions between Washington and Beijing remain high, however, with Trump ratcheting up duties on goods from China to 125% and citing a "lack of respect.
Neutral
CNBC Television
2 days ago
BMO's Siegerman talks the impact of tariffs on pharmaceutical stocks
Evan Seigerman, BMO, joins 'Fast Money' to talk the impact of tariffs on pharma space.
Negative
Seeking Alpha
2 days ago
Trump's Tariffs Circle Pharma Industry: Who It Affects And How It May Play Out
The Trump administration's proposed tariffs on pharmaceuticals have caused significant market turmoil today, with major Pharma stocks plummeting globally. Despite pledges to increase U.S. manufacturing, companies like Eli Lilly and Novo Nordisk are suffering substantial share price declines. The feasibility of relocating drug manufacturing to the U.S. is highly questionable, potentially leading to drug shortages and higher domestic prices.
Negative
Reuters
2 days ago
Explainer: Prescription drugs become a target in Trump's trade war
U.S. President Donald Trump late on Tuesday reiterated he would impose tariffs on imports of pharmaceutical products that have long been spared from past trade disputes due to the potential for harm to patients.
Negative
CNBC
2 days ago
Healthy Returns: Trump says major pharmaceutical tariffs coming ‘very shortly'
Trump doubled down on plans to soon impose "major" pharmaceutical tariffs, while early stage startups dominated digital health funding deals in first quarter.
Negative
WSJ
2 days ago
Pharma Stocks Slide Further After Trump Reiterates Tariff Threats on Drugs
Drugmakers have said they're still unclear about whether Trump will impose tariffs on finished products or on active pharmaceutical ingredients.
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