Baker Avenue Asset Management, LP - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,160 filers reported holding NOVARTIS A G in Q1 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$39,420
-12.6%
387
-13.4%
0.00%0.0%
Q2 2023$45,107
+13.8%
447
+3.7%
0.00%0.0%
Q1 2023$39,649
-5.0%
431
-6.3%
0.00%0.0%
Q4 2022$41,731
-89.1%
460
-89.4%
0.00%
-90.0%
Q1 2022$382,000
+28.6%
4,356
+28.1%
0.02%
+33.3%
Q4 2021$297,000
+15.6%
3,400
+7.8%
0.02%0.0%
Q3 2021$257,000
-92.5%
3,154
-91.5%
0.02%
-97.5%
Q3 2015$3,410,000
-9.4%
37,093
-3.1%
0.60%
+20.0%
Q2 2015$3,763,000
-8.3%
38,267
-8.1%
0.50%
-8.3%
Q1 2015$4,105,000
+3.8%
41,628
-2.5%
0.54%
-0.5%
Q4 2014$3,955,000
-5.6%
42,687
-4.1%
0.55%
-6.5%
Q3 2014$4,189,000
+4.2%
44,500
+0.2%
0.59%
+1.0%
Q2 2014$4,020,000
+7.6%
44,405
+1.1%
0.58%
-2.2%
Q1 2014$3,735,000
+9.4%
43,930
+3.4%
0.59%
-9.7%
Q4 2013$3,414,000
+7.1%
42,470
+2.2%
0.66%
-1.9%
Q3 2013$3,188,00041,5650.67%
Other shareholders
NOVARTIS A G shareholders Q1 2023
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 335,936$29,213,0005.81%
Martin Investment Management, LLC 170,759$14,849,0005.36%
Mawer Investment Management Ltd. 8,515,391$740,498,0004.84%
SCHARF INVESTMENTS, LLC 1,212,354$105,426,0004.54%
Hansberger Growth Investors, LP 45,645$3,969,0004.50%
GARLAND CAPITAL MANAGEMENT INC 50,905$4,427,0003.95%
First Fiduciary Investment Counsel, Inc. 193,021$16,785,0003.49%
PROFESSIONAL ADVISORY SERVICES INC 224,087$19,487,0003.48%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 362,047$31,484,0003.29%
WILKINS INVESTMENT COUNSEL INC 126,470$10,998,0003.28%
View complete list of NOVARTIS A G shareholders