NVS
Novartis AG · Healthcare · Drug Manufacturers - General
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.8% ·
aandelenstroom -7.9% ·
netto nieuwe posities -5.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 239.53K | $32.26M | n/a | −2 |
| Q2 2026 | 123 | 0 | 102.12M | $16.00B | +8 | −9 |
| Q1 2026 | 126 | +1 | 113.27M | $17.29B | +8 | −7 |
| Q4 2025 | 124 | +1 | 102.45M | $14.13B | +1 | n/a |
| Q3 2025 | 20 | -1 | 49.48M | $6.35B | n/a | −1 |
| Q2 2025 | 18 | 0 | 41.97M | $5.08B | +2 | −2 |
| Q1 2025 | 16 | +1 | 41.02M | $4.58B | +1 | n/a |
| Q4 2024 | 15 | +1 | 35.01M | $3.41B | +1 | n/a |
| Q3 2024 | 13 | 0 | 33.66M | $3.89B | n/a | n/a |
| Q2 2024 | 13 | n/a | 33.92M | $3.61B | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 10.59M | -0.6% | $1.36B | 0.7% | ▼ Trim | 6 | SEC ↗ |
| 2 | PRIMECAP Management ✦ | 9.34M | -10.2% | $1.20B | 0.9% | ▼ Trim | 6 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 7.73M | n/a | $991.15M | 0.1% | n/c | 1 | SEC ↗ ×11 |
| 4 | Fisher Asset Management ✦ | 7.24M | +1.7% | $928.38M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 2.95M | n/a | $378.26M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 6 | BlackRock ✦ (passief) | 2.53M | +9.0% | $324.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Renaissance Technologies ✦ | 1.88M | -18.3% | $240.81M | 0.3% | ▼ Trim | 6 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 1.60M | +3.8% | $205.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | State Street Global Advisors ✦ (passief) | 1.50M | -6.1% | $194.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 1.40M | -43.9% | $180.06M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 11 | Marshall Wace ✦ | 1.17M | -18.4% | $149.88M | 0.2% | ▼ Trim | 4 | SEC ↗ ×2 |
| 12 | JPMorgan Chase ✦ | 1.08M | n/a | $137.87M | 0.0% | n/c | 1 | SEC ↗ ×22 |
| 13 | Adage Capital Partners ✦ | 210.19K | +1351.5% | $26.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 135.96K | +85.0% | $17.44M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 15 | Tweedy, Browne ✦ | 76.05K | -1.6% | $9.75M | 0.8% | ▼ Trim | 6 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 31.73K | -90.5% | $4.07M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | Millennium Management ✦ | 9.97K | -98.8% | $1.28M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 6.24K | -4.6% | $802,000 | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 19 | D. E. Shaw & Co. ✦ | 4.71K | -62.6% | $603,498 | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 20 | Gotham Asset Management ✦ | 1.96K | +10.8% | $250,837 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Point72 Asset Management | $90.36M | was 0.2% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 2 houders, 1.31M aandelen, $431.09M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.