Renaissance Technologies — NVS Trade History

Quarter-by-quarter changes in the NOVARTIS AG position · CUSIP 66987V109
Currently held · 6.8 YearsFirst seen: 2019 Q4split-adjusted
QuarterFiledActivitySharesΔ SharesΔ %Value% Port.
2026 Q22026-08-13Reduce788,033-323,800-29.1%$123.5M0.17%
2026 Q12026-05-14Reduce1,111,833-231,200-17.2%$169.8M0.27%
2025 Q42026-02-12Reduce1,343,033-534,798-28.5%$185.2M0.29%
2025 Q32025-11-13Reduce1,877,831-420,320-18.3%$240.8M0.32%
2025 Q22025-08-13Add2,298,15110,900+0.5%$278.1M0.37%
2025 Q12025-05-14Reduce2,287,251-381,598-14.3%$255.0M0.39%
2024 Q42025-02-13Add2,668,849368,171+16.0%$259.7M0.38%
2024 Q32024-11-13Reduce2,300,678-199,104-8.0%$264.6M0.40%
2024 Q22024-08-09Reduce2,499,782-440,800-15.0%$266.1M0.45%
2024 Q12024-05-13Add2,940,582102,500+3.6%$284.4K0.45%
2023 Q42024-02-13Add2,838,082201,237+7.6%$286.6K0.44%
2023 Q32023-11-14Add2,636,845282,000+12.0%$268.6K0.46%
2023 Q22023-08-11Reduce2,354,845-692,599-22.7%$237.6K0.34%
2023 Q12023-05-12Reduce3,047,444-373,526-10.9%$280.4K0.37%
2022 Q42023-02-13Add3,420,970239,100+7.5%$310.4K0.42%
2022 Q32022-11-14Reduce3,181,870-601,500-15.9%$241.9M0.34%
2022 Q22022-08-12Add3,783,370402,200+11.9%$319.8M0.38%
2022 Q12022-05-13Reduce3,381,170-346,400-9.3%$296.7M0.35%
2021 Q42022-02-11Add3,727,570420,333+12.7%$326.1M0.41%
2021 Q32021-11-12Add3,307,237897,298+37.2%$270.5M0.35%
2021 Q22021-08-13Add2,409,93939,600+1.7%$219.9M0.27%
2021 Q12021-05-13Reduce2,370,339-2,387,994-50.2%$202.6M0.25%
2020 Q42021-02-10Reduce4,758,333-1,923,475-28.8%$449.3M0.49%
2020 Q32020-11-13Reduce6,681,808-1,612,800-19.4%$581.0M0.58%
2020 Q22020-08-13Reduce8,294,608-196,800-2.3%$724.5M0.63%
2020 Q12020-05-14Add8,491,4081,890,226+28.6%$700.1M0.68%
2019 Q42020-02-13New6,601,1826,601,182$625.1M0.48%

Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.