Novartis AG-RegNVSEF

13F holders, Q3 2024 (September 30)
2holders −1
0new positions
1sold out
$115.12avg. 13F price*

At the end of Q3 2024, 2 institutions reported holding Novartis AG-Reg (NVSEF) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Boston Common Asset Management, LLC ($21.6M) and Partners Capital Investment Group, LLP ($4.7M).

Company
Novartis AG-Reg
CUSIP
H5820Q150
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 4Q1 2025Q2 2025: 4Q2 2025Q3 2025: 4Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits1$10.0M

All 13F filers, Q2 2024 → Q3 2024: 16,562 shares bought and 98,534 shares sold, net −81,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Boston Common Asset Management, LLC 0.56% Add +9.7% 187,433 $21.6M
Partners Capital Investment Group, LLP 0.07% Reduce -10.4% 40,696 $4.7M

"% of holder's portfolio" is NVSEF's weight in each manager's 13F, not the share of Novartis AG-Reg the manager owns.