Aperio Group, LLC - 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
Aperio Group, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q4 2020$111,791,000
+14.6%
1,183,853
+5.5%
0.33%
+0.6%
Q3 2020$97,549,000
-7.4%
1,121,763
-7.0%
0.33%
-15.4%
Q2 2020$105,336,000
+11.3%
1,206,046
+5.1%
0.39%
-6.9%
Q1 2020$94,652,000
-15.5%
1,147,997
-2.9%
0.42%
+4.0%
Q4 2019$111,969,000
+4.3%
1,182,476
-4.3%
0.40%
-5.2%
Q3 2019$107,347,000
-0.8%
1,235,290
+4.2%
0.42%
-4.1%
Q2 2019$108,238,000
+1.8%
1,185,388
+7.2%
0.44%
-3.7%
Q1 2019$106,315,000
+12.4%
1,105,831
+0.3%
0.46%
-3.8%
Q4 2018$94,594,000
+13.8%
1,102,370
+14.3%
0.48%
+30.0%
Q3 2018$83,099,000
+28.2%
964,474
+12.4%
0.37%
+18.4%
Q2 2018$64,807,000
-12.9%
857,914
-6.7%
0.31%
-16.2%
Q1 2018$74,372,000
-1.4%
919,872
+2.3%
0.37%
-3.4%
Q4 2017$75,462,000
+7.2%
898,781
+9.6%
0.38%
-3.5%
Q3 2017$70,414,000
+11.4%
820,192
+8.3%
0.40%
+2.6%
Q2 2017$63,227,000
+22.2%
757,486
+8.7%
0.39%
+9.3%
Q1 2017$51,745,000
+11.6%
696,713
+9.4%
0.35%
-0.3%
Q4 2016$46,381,000
-42.6%
636,753
-37.8%
0.36%
-39.3%
Q3 2016$80,827,000
+0.7%
1,023,647
+5.2%
0.58%
-6.7%
Q2 2016$80,252,000
+45.2%
972,633
+27.4%
0.63%
+32.6%
Q1 2016$55,284,000
-25.5%
763,163
-11.5%
0.47%
-30.3%
Q4 2015$74,164,000
-3.0%
861,971
+3.6%
0.68%
-12.7%
Q3 2015$76,492,000
-3.0%
832,153
+3.7%
0.78%
-4.4%
Q2 2015$78,888,000
+4.1%
802,192
+4.4%
0.81%
-4.1%
Q1 2015$75,789,000
+14.5%
768,572
+7.6%
0.85%
+4.0%
Q4 2014$66,183,000
+5.0%
714,256
+6.6%
0.82%
-4.2%
Q3 2014$63,058,000
+12.8%
669,901
+8.5%
0.85%
+5.1%
Q2 2014$55,885,000
+22.1%
617,313
+14.7%
0.81%
+26.1%
Q1 2014$45,768,000
+24.1%
538,323
+17.3%
0.64%
+12.4%
Q4 2013$36,877,000
+24.2%
458,784
+18.5%
0.57%
-0.2%
Q3 2013$29,700,000
+31.7%
387,174
+21.4%
0.57%
+7.1%
Q2 2013$22,550,000318,9090.54%
Other shareholders
NOVARTIS A G shareholders Q4 2020
NameSharesValueWeighting ↓
Newman Dignan & Sheerar, Inc. 3,739$353,074,00056.77%
Susquehanna International Securities, Ltd. 118,837$11,222,0008.15%
MANAGED ASSET PORTFOLIOS, LLC 336,762$31,800,0005.59%
Martin Investment Management, LLC 169,019$15,960,0005.10%
SCHARF INVESTMENTS, LLC 1,197,539$113,083,0004.26%
GARLAND CAPITAL MANAGEMENT INC 50,705$4,788,0004.06%
Mawer Investment Management Ltd. 6,625,594$625,655,0003.69%
SPHERA FUNDS MANAGEMENT LTD. 429,000$40,510,0003.60%
First Fiduciary Investment Counsel, Inc. 196,693$18,574,0003.48%
PROFESSIONAL ADVISORY SERVICES INC 227,971$21,527,0003.46%
View complete list of NOVARTIS A G shareholders