Epoch Investment Partners, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,170 filers reported holding NOVARTIS A G in Q4 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.

Quarter-by-quarter ownership
Epoch Investment Partners, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$779,127
-2.6%
7,649
-3.5%
0.01%0.0%
Q2 2023$800,216
-1.0%
7,930
-9.7%
0.01%0.0%
Q1 2023$808,220
-1.8%
8,785
-3.2%
0.01%0.0%
Q4 2022$822,921
+16.7%
9,071
-2.3%
0.01%0.0%
Q3 2022$705,000
-9.0%
9,281
+1.2%
0.01%0.0%
Q2 2022$775,000
+5.0%
9,170
+9.0%
0.01%
+25.0%
Q1 2022$738,000
+157.1%
8,416
+156.9%
0.00%
+300.0%
Q4 2021$287,000
+38.0%
3,276
+43.9%
0.00%0.0%
Q2 2021$208,000
+2.5%
2,276
-4.1%
0.00%0.0%
Q1 2021$203,000
-3.3%
2,374
+6.7%
0.00%0.0%
Q4 2020$210,000
-31.4%
2,225
-36.4%
0.00%
-50.0%
Q2 2020$306,000
-4.7%
3,500
-10.0%
0.00%0.0%
Q1 2020$321,000
-25.0%
3,891
-14.0%
0.00%0.0%
Q4 2019$428,000
-7.0%
4,525
-14.5%
0.00%0.0%
Q3 2019$460,000
-8.5%
5,293
-3.8%
0.00%0.0%
Q2 2019$503,000
-1.9%
5,504
+3.2%
0.00%0.0%
Q1 2019$513,000
+5.3%
5,335
-6.1%
0.00%0.0%
Q4 2018$487,000
-5.1%
5,681
-4.7%
0.00%0.0%
Q3 2018$513,000
+0.6%
5,959
-11.8%
0.00%0.0%
Q2 2018$510,000
-17.2%
6,754
-11.3%
0.00%0.0%
Q1 2018$616,000
-4.3%
7,616
-0.7%
0.00%0.0%
Q4 2017$644,000
-3.6%
7,667
-1.4%
0.00%0.0%
Q3 2017$668,000
+2.8%
7,776
-0.1%
0.00%0.0%
Q2 2017$650,000
+6.0%
7,783
-5.7%
0.00%0.0%
Q1 2017$613,000
+43.6%
8,251
+40.9%
0.00%0.0%
Q4 2016$427,000
-71.7%
5,857
-69.4%
0.00%
-66.7%
Q3 2016$1,510,000
+68.3%
19,120
+75.8%
0.01%
+100.0%
Q2 2016$897,000
-37.0%
10,877
-44.6%
0.00%
-40.0%
Q1 2016$1,423,000
-35.9%
19,640
-23.9%
0.01%
-44.4%
Q4 2015$2,221,000
+20.4%
25,815
+28.7%
0.01%
+28.6%
Q3 2015$1,844,000
+98.7%
20,064
+113.2%
0.01%
+133.3%
Q1 2015$928,000
-71.7%
9,410
-73.4%
0.00%
-75.0%
Q4 2014$3,277,000
-4.3%
35,369
-2.8%
0.01%
-7.7%
Q3 2014$3,424,000
+9.7%
36,375
+5.5%
0.01%
+8.3%
Q2 2014$3,122,000
+10.2%
34,486
+3.5%
0.01%
+9.1%
Q1 2014$2,832,000
+19.3%
33,306
+7.7%
0.01%0.0%
Q3 2013$2,373,000
+14.7%
30,939
+5.8%
0.01%
+10.0%
Q2 2013$2,068,00029,2470.01%
Other shareholders
NOVARTIS A G shareholders Q4 2020
NameSharesValueWeighting ↓
NEXTHERA CAPITAL LP 198,000$14,422,0008.45%
PRENTISS SMITH & CO INC 133,202$9,702,0005.92%
EXENCIAL WEALTH ADVISORS, LLC 178,313$12,988,0005.50%
MANAGED ASSET PORTFOLIOS, LLC 185,868$13,538,0005.33%
Osher Van de Voorde Investment Management 114,735$8,357,0004.59%
BROWN BROTHERS HARRIMAN & CO 10,971,272$799,147,0004.37%
PROFESSIONAL ADVISORY SERVICES INC 238,542$17,375,0004.04%
Elefante Mark B 4,579$333,0004.02%
COMPASS CAPITAL MANAGEMENT, INC 271,536$19,779,0003.69%
CGOV Asset Management 972,731$95,135,0003.51%
View complete list of NOVARTIS A G shareholders