Novartis AG (NYSE:NVS)

87.05
Delayed Data
As of Jan 21
 -1.14 / -1.29%
Today’s Change
79.34
Today|||52-Week Range
98.52
-0.48%
Year-to-Date
Institutional investors purchased a net $2.5 million shares of NVS during the quarter ended June 2019 and now own 8.98% 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 institutional5.28%
Mutual fund holders3.70%
Individual stakeholders--

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2021FIRST HAWAIIAN BANK (WEALTH MANA...  Bought 38.7 Thousand shares of Novartis AG
1/06/2022DIMENSIONAL FUND ADVISORS LTD.  Bought 17.6 Thousand shares of Novartis AG
12/31/2021SCHARF INVESTMENTS LLC  Bought 17.4 Thousand shares of Novartis AG

Top 10 Owners of Novartis AG

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox1.20%29,265,9002,559,888,273+4,812,635+19.68%
PRIMECAP Management Co.0.78%19,061,6501,667,322,526-220,200-1.14%
Loomis, Sayles & Co. LP0.78%18,939,4451,656,633,254-80,144-0.42%
Fisher Asset Management LLC0.42%10,305,029901,380,887+342,603+3.44%
Aristotle Capital Management LLC0.33%8,127,686710,928,694+61,589+0.76%
Managed Account Advisors LLC0.29%7,003,964612,636,731+39,642+0.57%
Franklin Mutual Advisers LLC0.27%6,673,034583,690,284-739,598-9.98%
UBS Financial Services, Inc.0.18%4,412,186385,933,909-321,408-6.79%
Boston Partners Global Investors,...0.18%4,384,549383,516,501-1,915,211-30.40%
Wellington Management Co. LLP0.17%4,214,932368,680,102+745,157+21.48%

Top 10 Mutual Funds Holding Novartis AG

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox Stock Fund0.80%19,357,1001,693,165,537-656,800-3.28%
Vanguard PRIMECAP Fund0.47%11,382,725995,646,956-55,300-0.48%
Loomis Sayles Growth Fund0.18%4,454,071389,597,590-47,859-1.06%
Vanguard Capital Opportunity Fund0.13%3,118,600272,783,942-46,700-1.48%
Franklin Mutual Ser. Fds. - Globa...0.10%2,364,276206,803,222-364,500-13.36%
Dodge & Cox Balanced Fund0.09%2,192,200191,751,734-178,500-7.53%
Franklin Mutual Ser. Fds. - Share...0.08%1,965,544171,926,134-54,718-2.71%
Vanguard Windsor Funds - Vanguard...0.08%1,947,000170,304,09000.00%
Vanguard PRIMECAP Core Fund0.08%1,945,770170,196,50200.00%
Hartford Dividend & Growth Fund0.08%1,923,766168,271,81200.00%