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 2018Ariel Appreciation FundSell-42,75627,623$2,370
Q4 2018Tweedy, Browne Co All Funds (US)Sell-8,567172,040$14,763
Q4 2018Kahn Brothers GroupSell-46622,744$1,951,663
Q4 2018Mairs & Power Growth FundSell-3002,900$249
Q4 2018Sequoia Financial AdvisorsBuy992,540$218
Q3 2018Renaissance Technologies LLCBuy930,7002,967,398$255,671
Q3 2018Dodge & Cox Stock FundBuy229,52544,361,387$3,822,177
Q3 2018Causeway Capital ManagementSell-11,830450,132$38,783
Q3 2018Tweedy, Browne Co All Funds (US)Sell-4,306180,607$15,561
Q3 2018Parnassus Endeavor FundSell-3,0994,738,600$408,278
Q3 2018Ariel Appreciation FundBuy1,35370,379$6,064
Q3 2018Sequoia Financial AdvisorsSell-2932,441$210
Q2 2018Parnassus Endeavor FundSell-4,838,1694,741,699$358,188
Q2 2018Dodge & Cox Stock FundSell-168,30044,131,862$3,333,721
Q2 2018Causeway Capital ManagementBuy50,885461,962$34,897
Q2 2018Tweedy, Browne Co All Funds (US)Sell-2,723184,913$13,968
Q2 2018Kahn Brothers GroupBuy1,20023,210$1,753,283
Q2 2018Ariel Appreciation FundSell-37969,026$5,214
Q2 2018Mairs & Power Growth FundSell-503,200$242
Q1 2018Renaissance Technologies LLCBuy320,5982,036,698$164,667
Q1 2018Dodge & Cox Stock FundSell-279,22544,300,162$3,581,668
Q1 2018Parnassus Endeavor FundBuy124,5949,579,868$774,532
Q1 2018Causeway Capital ManagementBuy73,335411,077$33,236
Q1 2018Kahn Brothers GroupSell-4,60022,010$1,779,509
Q1 2018Ariel Appreciation FundBuy1,37769,405$5,611
Q1 2018Tweedy, Browne Co All Funds (US)Sell-1,110187,636$15,170
Q1 2018Mairs & Power Growth FundSell-5003,250$263
Q1 2018Sequoia Financial AdvisorsBuy2892,734$221
Q4 2017Renaissance Technologies LLCBuy271,9001,716,100$144,084
Q4 2017Dodge & Cox Stock FundSell-64,53844,579,387$3,742,885

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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