NOVARTIS AG-SPONSORED ADR (NVS) Institutional Ownership Changes & 13F Activity

NOVARTIS AG-SPONSORED ADR (NVS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Dodge & Cox Stock Fund, Parnassus Endeavor Fund, Renaissance Technologies LLC, Cullen Value Fund, and Tweedy, Browne Co All Funds (US).

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2024Sequoia Financial AdvisorsSell-13,79625,311$2,448,334
Q1 2024Kahn Brothers GroupSell-2,65015,413$1,491,076
Q1 2024Tweedy, Browne Co All Funds (US)Sell-1,17389,446$8,652,112
Q1 2024Cullen Value FundBuy335,955$562,208
Q4 2023Dodge & Cox Stock FundSell-3,098,68313,165,538$1,329,324,372
Q4 2023Renaissance Technologies LLCBuy201,2372,838,082$286,561
Q4 2023Causeway Capital ManagementBuy22,070209,089$21,111,748
Q4 2023Sequoia Financial AdvisorsBuy18,24239,107$3,948,635
Q4 2023Cullen Value FundBuy5,9225,922$597,940
Q4 2023Tweedy, Browne Co All Funds (US)Sell-4,29790,619$9,149,800
Q4 2023Kahn Brothers GroupSell-3,51518,063$1,824,164
Q4 2023Mairs & Power Growth FundSell-2562,024$204,363
Q3 2023Renaissance Technologies LLCBuy282,0002,636,845$268,589
Q3 2023Dodge & Cox Stock FundSell-142,89216,264,221$1,656,673,551
Q3 2023Causeway Capital ManagementSell-38,529187,019$19,049,777
Q3 2023Tweedy, Browne Co All Funds (US)Sell-1,14094,916$9,668,144
Q3 2023Sequoia Financial AdvisorsBuy1,08220,865$2,125,310
Q2 2023Dodge & Cox Stock FundSell-3,905,56716,407,113$1,655,641,773
Q2 2023Renaissance Technologies LLCSell-692,5992,354,845$237,627
Q2 2023Causeway Capital ManagementSell-20,159225,548$22,760,016
Q2 2023Sequoia Financial AdvisorsBuy7,89519,783$1,996,304
Q2 2023Tweedy, Browne Co All Funds (US)Sell-1,77296,056$9,693
Q1 2023Dodge & Cox Stock FundSell-438,69220,312,680$1,868,766,560
Q1 2023Renaissance Technologies LLCSell-373,5263,047,444$280,365
Q1 2023Causeway Capital ManagementBuy22,875245,707$22,605,078
Q1 2023Sequoia Financial AdvisorsBuy1,79011,888$1,093,697
Q1 2023Tweedy, Browne Co All Funds (US)Sell-1,07897,828$9,000
Q4 2022Dodge & Cox Stock FundSell-297,28520,751,372$1,882,564,468
Q4 2022Renaissance Technologies LLCBuy239,1003,420,970$310,350
Q4 2022Causeway Capital ManagementSell-47,998222,832$20,215,338

Frequently asked questions about NVS activity

  • Which institutional owners are buying NVS?

    Institutional owners buying NVS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NVS activity?

    "Buy" means an investor increased their reported position in NVS compared to the prior reporting period. This reflects growing exposure to NOVARTIS AG-SPONSORED ADR (NVS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NVS increasing?

    Institutional interest in NVS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.