Novartis AG (NYSE:NVS)
| 99.38 Delayed Data As of 4:00pm ET |  +0.465 / +0.47%Today’s Change | 74.09 Today|||52-Week Range 105.56 | +9.54% Year-to-Date |
Institutional investors purchased a net $5.3 million shares of NVS during the quarter ended June 2019 and now own 7.24% of the total shares outstanding. This is a greater percentage than is typical for companies in the Pharmaceuticals: Major industry and highlights that the smart money sees this stock as an important holding.
| Other institutional | 4.26% |
| Mutual fund holders | 2.99% |
| Individual stakeholders | -- |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 3/31/2023 | GOLDMAN SACHS & CO. LLC (PRIVATE... Bought 2.7 Million shares of Novartis AG |
| 3/31/2023 | MERRILL LYNCH INTERNATIONAL (INV... Bought 2.4 Million shares of Novartis AG |
| 3/31/2023 | POINT72 ASSET MANAGEMENT LP Bought 1.1 Million shares of Novartis AG |
Top 10 Owners of Novartis AG
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Dodge & Cox | 0.89% | 20,312,680 | 2,083,471,588 | -438,692 | -2.11% |
| PRIMECAP Management Co. | 0.72% | 16,427,035 | 1,684,920,980 | -767,845 | -4.47% |
| Franklin Mutual Advisers LLC | 0.30% | 6,896,403 | 707,364,056 | +281,341 | +4.25% |
| Loomis, Sayles & Co. LP | 0.29% | 6,607,149 | 677,695,273 | -4,338,849 | -39.64% |
| Dimensional Fund Advisors LP | 0.27% | 6,173,671 | 633,233,434 | +180,186 | +3.01% |
| Wellington Management Co. LLP | 0.21% | 4,854,485 | 497,924,526 | +78 | +0.00% |
| Charles Schwab Investment Managem... | 0.20% | 4,462,383 | 457,706,624 | -106,331 | -2.33% |
| Morgan Stanley Smith Barney LLC (... | 0.16% | 3,640,036 | 373,358,493 | +114,140 | +3.24% |
| Janus Henderson Investors US LLC | 0.16% | 3,605,631 | 369,829,572 | -322,514 | -8.21% |
| Managed Account Advisors LLC | 0.16% | 3,522,986 | 361,352,674 | -1,190,474 | -25.26% |
Top 10 Mutual Funds Holding Novartis AG
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | 0.66% | 14,909,200 | 1,529,236,644 | 0 | 0.00% |
| Vanguard PRIMECAP Fund | 0.44% | 10,055,605 | 1,031,403,405 | -387,420 | -3.71% |
| Franklin Mutual Ser. Fds. - Globa... | 0.10% | 2,335,621 | 239,564,646 | 0 | 0.00% |
| Vanguard Capital Opportunity Fund | 0.10% | 2,230,990 | 228,832,644 | -46,340 | -2.03% |
| Principal Funds, Inc. - Equity In... | 0.10% | 2,218,218 | 227,522,620 | 0 | 0.00% |
| Hartford Dividend & Growth Fund | 0.09% | 2,044,724 | 209,727,341 | 0 | 0.00% |
| Franklin Mutual Ser. Fds. - Share... | 0.08% | 1,883,640 | 193,204,955 | +162,288 | +9.43% |
| Vanguard PRIMECAP Core Fund | 0.07% | 1,595,600 | 163,660,692 | -108,890 | -6.39% |
| DFA International Value Series | 0.07% | 1,596,183 | 163,720,490 | 0 | 0.00% |
| Loomis Sayles Growth Fund | 0.07% | 1,579,378 | 161,996,801 | -6,597 | -0.42% |