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
Q4 2019Renaissance Technologies LLCBuy1,396,0276,601,182$625,066
Q4 2019Causeway Capital ManagementBuy36,049293,899$27,829
Q4 2019Matrix Private Capital GroupBuy3,6613,661$347
Q4 2019Ariel Appreciation FundSell-2,55026,138$2,475
Q4 2019Tweedy, Browne Co All Funds (US)Sell-1,345153,795$14,563
Q4 2019Sequoia Financial AdvisorsBuy3274,744$449
Q3 2019Dodge & Cox Stock FundSell-2,655,69326,768,876$2,326,215
Q3 2019Renaissance Technologies LLCBuy1,135,7985,205,155$452,328
Q3 2019Causeway Capital ManagementSell-19,489257,850$22,407
Q3 2019Tweedy, Browne Co All Funds (US)Sell-4,119155,140$13,482
Q3 2019Ariel Appreciation FundSell-28128,688$2,493
Q3 2019Sequoia Financial AdvisorsBuy844,417$384
Q2 2019Dodge & Cox Stock FundSell-6,920,02629,424,569$2,686,757
Q2 2019Renaissance Technologies LLCBuy854,8574,069,357$371,573
Q2 2019Parnassus Endeavor FundSell-33,979287,322$26,235
Q2 2019Causeway Capital ManagementSell-5,391277,339$25,324
Q2 2019Tweedy, Browne Co All Funds (US)Sell-4,145159,259$14,542
Q2 2019Kahn Brothers GroupBuy3,02925,773$2,353,333
Q2 2019Ariel Appreciation FundBuy9428,969$2,645
Q2 2019Sequoia Financial AdvisorsBuy734,333$396
Q1 2019Dodge & Cox Stock FundSell-454,02336,344,595$3,494,169
Q1 2019Renaissance Technologies LLCSell-281,9983,214,500$309,042
Q1 2019Causeway Capital ManagementSell-10,058282,730$27,182
Q1 2019Tweedy, Browne Co All Funds (US)Sell-8,636163,404$15,710
Q1 2019Sequoia Financial AdvisorsBuy1,7204,260$410
Q1 2019Ariel Appreciation FundBuy1,25228,875$2,776
Q4 2018Dodge & Cox Stock FundSell-7,562,76936,798,618$3,157,689
Q4 2018Parnassus Endeavor FundSell-4,417,299321,301$27,571
Q4 2018Renaissance Technologies LLCBuy529,1003,496,498$300,034
Q4 2018Causeway Capital ManagementSell-157,344292,788$25,124

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.

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