Renaissance Technologies’s NVS Holdings & Trades

First Buy
Q3 2013
Duration Held
49 Quarters
Largest Add
Q2 2018
+2.03 M Shares
Current Position
1.88 M Shares
$240.81 M Value

Renaissance Technologies's NVS Position Overview

Renaissance Technologies (via Renaissance Technologies LLC) currently holds 1.88 M shares of Novartis AG (NVS) worth $240.81 M, representing 0.32% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.

Based on 13F filings since 2013, Renaissance Technologies has maintained a long-term strategic position in NVS, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2018, adding 2.03 M shares. Largest reduction occurred in Q1 2021, reducing 2.39 M shares.

Analysis based on 13F filings available since 2013 Q2

Renaissance Technologies's Novartis (NVS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Novartis (NVS) Trades by Renaissance Technologies

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2013 +473,407 New Buy 473,407 $68.74
Q4 2013 +262,370 Add 55.42% 735,777 $72.02
Q1 2014 -628,641 Reduce 85.44% 107,136 $76.18
Q2 2014 -91,512 Reduce 85.42% 15,624 $81.09
Q3 2014 +303,440 Add 1942.14% 319,064 $84.35
Q4 2014 +641,589 Add 201.08% 960,653 $83.03
Q1 2015 +409,681 Add 42.65% 1.37 M $88.36
Q2 2015 -46,091 Reduce 3.36% 1.32 M $88.12
Q3 2015 +553,313 Add 41.78% 1.88 M $82.37
Q4 2015 +1.57 M Add 83.74% 3.45 M $77.10
Q1 2016 +193,403 Add 5.61% 3.64 M $64.91
Q2 2016 -1.12 M Reduce 30.75% 2.52 M $73.93
Q3 2016 +284,022 Add 11.26% 2.81 M $70.75
Q4 2016 -254,557 Reduce 9.07% 2.55 M $65.27
Q1 2017 +191,392 Add 7.50% 2.74 M $66.55
Q2 2017 -1.1 M Reduce 40.02% 1.65 M $74.79
Q3 2017 -33,815 Reduce 2.05% 1.61 M $76.93
Q4 2017 +303,441 Add 18.83% 1.92 M $75.23
Q1 2018 +357,787 Add 18.68% 2.27 M $72.45
Q2 2018 +2.03 M Add 89.34% 4.3 M $67.69
Q3 2018 -992,001 Reduce 23.05% 3.31 M $77.20
Q4 2018 +590,476 Add 17.83% 3.9 M $76.89
Q1 2019 -314,710 Reduce 8.07% 3.59 M $86.15
Q2 2019 +481,975 Add 13.44% 4.07 M $91.31
Q3 2019 +1.14 M Add 27.91% 5.21 M $86.90
Q4 2019 +1.4 M Add 26.82% 6.6 M $94.69
Q1 2020 +1.89 M Add 28.63% 8.49 M $82.45
Q2 2020 -196,800 Reduce 2.32% 8.29 M $87.34
Q3 2020 -1.61 M Reduce 19.44% 6.68 M $86.96
Q4 2020 -1.92 M Reduce 28.79% 4.76 M $94.43
Q1 2021 -2.39 M Reduce 50.19% 2.37 M $85.48
Q2 2021 +39,600 Add 1.67% 2.41 M $91.24
Q3 2021 +897,298 Add 37.23% 3.31 M $81.78
Q4 2021 +420,333 Add 12.71% 3.73 M $87.47
Q1 2022 -346,400 Reduce 9.29% 3.38 M $87.75
Q2 2022 +402,200 Add 11.90% 3.78 M $84.53
Q3 2022 -601,500 Reduce 15.90% 3.18 M $76.01
Q4 2022 +239,100 Add 7.51% 3.42 M $0.09
Q1 2023 -373,526 Reduce 10.92% 3.05 M $0.09
Q2 2023 -692,599 Reduce 22.73% 2.35 M $0.10
Q3 2023 +282,000 Add 11.98% 2.64 M $101.86
Q4 2023 +201,237 Add 7.63% 2.84 M $100.97
Q1 2024 +102,500 Add 3.61% 2.94 M $96.73
Q2 2024 -440,800 Reduce 14.99% 2.5 M $106.46
Q3 2024 -199,104 Reduce 7.96% 2.3 M $115.02
Q4 2024 +368,171 Add 16.00% 2.67 M $97.31
Q1 2025 -381,598 Reduce 14.30% 2.29 M $111.48
Q2 2025 +10,900 Add 0.48% 2.3 M $121.01
Q3 2025 -420,320 Reduce 18.29% 1.88 M $128.24

Renaissance Technologies's Novartis Investment FAQs

Renaissance Technologies first purchased Novartis AG (NVS) in Q3 2013, acquiring 473,407 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Renaissance Technologies has held Novartis AG (NVS) for 49 quarters since Q3 2013.

Renaissance Technologies's largest addition to Novartis AG (NVS) was in Q2 2018, adding 4,303,617 shares worth $291.3 M.

According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 1,877,831 shares of Novartis AG (NVS), valued at approximately $240.81 M.

As of the Q3 2025 filing, Novartis AG (NVS) represents approximately 0.32% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.

Renaissance Technologies's peak holding in Novartis AG (NVS) was 8,491,408 shares, as reported at the end of Q1 2020.