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Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
94.7
104 neu, 309 erhöht, 1462,9M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | NOVARTIS AG |
|---|---|
| Ticker | NVS |
| CIK | 0001114448 |
Branche
| SIC-Code | 2834 |
|---|---|
| Beschreibung | Pharmaceutical Preparations |
Wertpapier
| CUSIP | 002824238 |
|---|---|
| ISIN | US0028242388 |
| Typ | ADR |
| Titel | NOVARTIS AG |
Status
| Zuletzt geprüft | 2026-03-20 11:39:57.171873 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 8,876,906 | 7,728,873 | 1,148,033 | 1,223,859,537 | Aufgestockt | +14,9% | |
| DIMENSIONAL FUND ADVISORS LP | 8,524,394 | 8,840,686 | -316,292 | 1,175,311,652 | Reduziert | -3,6% | |
| PRIMECAP MANAGEMENT CO/CA/ | 7,579,274 | 9,341,854 | -1,762,580 | 1,044,954,508 | Reduziert | -18,9% | |
| Fisher Asset Management, LLC | 7,465,850 | 7,239,366 | 226,484 | 1,029,316,861 | Aufgestockt | +3,1% | |
| LOOMIS SAYLES & CO L P | 5,534,215 | 5,664,911 | -130,696 | 763,002,209 | Reduziert | -2,3% | |
| BANK OF AMERICA CORP /DE/ | 4,549,016 | 4,605,878 | -56,862 | 627,172,838 | Reduziert | -1,2% | |
| FRANKLIN RESOURCES INC | 4,479,307 | 4,059,319 | 419,988 | 617,562,056 | Aufgestockt | +10,3% | |
| BlackRock, Inc. | 2,808,091 | 2,530,206 | 277,885 | 387,151,518 | Aufgestockt | +11,0% | |
| GOLDMAN SACHS GROUP INC | 2,744,183 | 2,949,647 | -205,464 | 378,340,533 | Reduziert | -7,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,361,665 | 1,805,564 | 556,101 | 325,602,754 | Aufgestockt | +30,8% | |
| NORTHERN TRUST CORP | 2,351,181 | 2,371,389 | -20,208 | 324,157,324 | Reduziert | -0,9% | |
| RAYMOND JAMES FINANCIAL INC | 1,845,605 | 1,648,174 | 197,431 | 254,464,073 | Aufgestockt | +12,0% | |
| WELLS FARGO & COMPANY/MN | 1,842,043 | 1,829,844 | 12,199 | 253,962,478 | Aufgestockt | +0,7% | |
| PRINCIPAL FINANCIAL GROUP INC | 1,809,158 | 2,088,540 | -279,382 | 249,428,788 | Reduziert | -13,4% | |
| FMR LLC | 1,662,296 | 1,599,737 | 62,559 | 229,180,791 | Aufgestockt | +3,9% | |
| Optiver Holding B.V. | 1,560,790 | 944,288 | 616,502 | 215,186,117 | Aufgestockt | +65,3% | |
| STATE STREET CORP | 1,450,061 | 1,500,374 | -50,313 | 202,115,610 | Reduziert | -3,4% | |
| UBS Group AG | 1,361,274 | 1,602,133 | -240,859 | 187,678,847 | Reduziert | -15,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 1,343,033 | 1,877,831 | -534,798 | 185,163,960 | Reduziert | -28,5% | |
| Chevy Chase Trust Holdings, LLC | 1,061,372 | 1,136,250 | -74,878 | 146,331,333 | Reduziert | -6,6% | |
| BANK OF MONTREAL /CAN/ | 984,599 | 1,045,191 | -60,592 | 135,746,711 | Reduziert | -5,8% | |
| SCHARF INVESTMENTS, LLC | 962,900 | 1,210,948 | -248,048 | 132,756,440 | Reduziert | -20,5% | |
| LMR Partners LLP | 952,500 | 197,100 | 755,400 | 131,321,175 | Aufgestockt | +383,3% | |
| EARNEST PARTNERS LLC | 921,396 | 840,026 | 81,370 | 127,032,867 | Aufgestockt | +9,7% | |
| TRUIST FINANCIAL CORP | 887,296 | 832,614 | 54,682 | 122,331,561 | Aufgestockt | +6,6% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 787,977 | 0 | 787,977 | 108,638,389 | Neu | +100,0% | |
| MARSHALL WACE, LLP | 693,356 | 1,169,857 | -476,501 | 95,592,991 | Reduziert | -40,7% | |
| Connor, Clark & Lunn Investment Management Ltd. | 651,144 | 42,122 | 609,022 | 89,773,223 | Aufgestockt | +1445,9% | |
| AMERICAN CENTURY COMPANIES INC | 618,268 | 561,064 | 57,204 | 85,240,609 | Aufgestockt | +10,2% | |
| LPL Financial LLC | 607,748 | 551,535 | 56,213 | 83,790,130 | Aufgestockt | +10,2% | |
| HARDING LOEVNER LP | 603,387 | 629,958 | -26,571 | 83,207,004 | Reduziert | -4,2% | |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 601,912 | 606,780 | -4,868 | 82,985,578 | Reduziert | -0,8% | |
| JPMORGAN CHASE & CO | 592,652 | 537,543 | 55,109 | 81,709,166 | Aufgestockt | +10,3% | |
| BRISTOL JOHN W & CO INC /NY/ | 569,718 | 581,723 | -12,005 | 78,547,020 | Reduziert | -2,1% | |
| SEI INVESTMENTS CO | 565,012 | 0 | 565,012 | 77,898,566 | Neu | +100,0% | |
| CIBC WORLD MARKET INC. | 528,563 | 154,547 | 374,016 | 72,872,953 | Aufgestockt | +242,0% | |
| CIBC Private Wealth Group LLC | 517,027 | 495,791 | 21,236 | 71,282,455 | Aufgestockt | +4,3% | |
| Corient Private Wealth LLC | 479,904 | 0 | 479,904 | 66,202,881 | Neu | +100,0% | |
| Creative Planning | 438,963 | 423,818 | 15,145 | 60,519,886 | Aufgestockt | +3,6% | |
| ASSETMARK, INC | 406,231 | 358,151 | 48,080 | 56,007,119 | Aufgestockt | +13,4% | |
| TCTC Holdings, LLC | 394,089 | 391,436 | 2,653 | 54,333,050 | Aufgestockt | +0,7% | |
| Walleye Capital LLC | 362,401 | 0 | 362,401 | 49,964,226 | Neu | +100,0% | |
| CAPITAL FUND MANAGEMENT S.A. | 323,100 | 141,800 | 181,300 | 44,545,797 | Aufgestockt | +127,9% | |
| SATURNA CAPITAL CORP | 312,662 | 315,301 | -2,639 | 43,106,710 | Reduziert | -0,8% | |
| Cerity Partners LLC | 332,682 | 338,755 | -6,073 | 42,663,214 | Reduziert | -1,8% | |
| Quantinno Capital Management LP | 301,191 | 252,646 | 48,545 | 41,525,217 | Aufgestockt | +19,2% | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 300,078 | 285,805 | 14,273 | 41,371,754 | Aufgestockt | +5,0% | |
| STIFEL FINANCIAL CORP | 272,382 | 256,752 | 15,630 | 37,554,689 | Aufgestockt | +6,1% | |
| SOUTH PLAINS FINANCIAL, INC. | 271 | 271 | 0 | 37,362,000 | Unverändert | 0,0% | |
| COOKSON PEIRCE & CO INC | 268,943 | 272,169 | -3,226 | 37,079,172 | Reduziert | -1,2% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| MORGAN STANLEY | 8,876,906 | 1,223,859,537 | 8.68 |
| DIMENSIONAL FUND ADVISORS LP | 8,524,394 | 1,175,311,652 | 8.34 |
| PRIMECAP MANAGEMENT CO/CA/ | 7,579,274 | 1,044,954,508 | 7.41 |
| Fisher Asset Management, LLC | 7,465,850 | 1,029,316,861 | 7.30 |
| LOOMIS SAYLES & CO L P | 5,534,215 | 763,002,209 | 5.41 |
| BANK OF AMERICA CORP /DE/ | 4,549,016 | 627,172,838 | 4.45 |
| FRANKLIN RESOURCES INC | 4,479,307 | 617,562,056 | 4.38 |
| BlackRock, Inc. | 2,808,091 | 387,151,518 | 2.75 |
| GOLDMAN SACHS GROUP INC | 2,744,183 | 378,340,533 | 2.68 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,361,665 | 325,602,754 | 2.31 |
| NORTHERN TRUST CORP | 2,351,181 | 324,157,324 | 2.30 |
| RAYMOND JAMES FINANCIAL INC | 1,845,605 | 254,464,073 | 1.81 |
| WELLS FARGO & COMPANY/MN | 1,842,043 | 253,962,478 | 1.80 |
| PRINCIPAL FINANCIAL GROUP INC | 1,809,158 | 249,428,788 | 1.77 |
| FMR LLC | 1,662,296 | 229,180,791 | 1.63 |
| Optiver Holding B.V. | 1,560,790 | 215,186,117 | 1.53 |
| STATE STREET CORP | 1,450,061 | 202,115,610 | 1.43 |
| UBS Group AG | 1,361,274 | 187,678,847 | 1.33 |
| RENAISSANCE TECHNOLOGIES LLC | 1,343,033 | 185,163,960 | 1.31 |
| Chevy Chase Trust Holdings, LLC | 1,061,372 | 146,331,333 | 1.04 |