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Novartis
NVS

Overview Fund Activity

939 hedge funds and large institutions have $23.3B invested in Novartis in 2015 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 313 increasing their positions, 375 reducing their positions, and 51 closing their positions.

Holders
939
Holders Change
+21
Holders Change %
+2.29%
% of All Funds
25.05%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1.84%
New
83
Increased
313
Reduced
375
Closed
51
Calls
$43.8M
Puts
$31.2M
Net Calls
+$12.6M
Net Calls Change
-$93.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$438M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$176M
3
Franklin Resources
3
Franklin Resources
California
$363M
4
Jennison Associates
4
Jennison Associates
New York
$76.2M
5
TCIM
5
TIAA CREF Investment Management
New York
$67.7M

Top Sellers

1
SSM
1
Sound Shore Management
Connecticut
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$7.31M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$85.5M
4
BTS
4
BB&T Securities
Virginia
$546M
5
WCM
5
Wedge Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BG
26
Bahl & Gaynor
Ohio
$170M 1,721,703 +38,502 +2%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$166M 1,687,799 -361,727 -18%
Ameriprise
28
Ameriprise
Minnesota
$165M 1,670,930 +31,942 +2%
SCCM
29
Schafer Cullen Capital Management
New York
$164M 1,666,457 +585,967 +54%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$163M 1,657,763 -1,819 -0.1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$162M 1,640,000 -308,443 -16%
SI
32
Scharf Investments
California
$156M 1,584,279 +108,511 +7%
Fayez Sarofim & Co
33
Fayez Sarofim & Co
Texas
$150M 1,514,777 +158,119 +12%
Capital International Investors
34
Capital International Investors
California
$144M 1,464,000 – –
USSCPF
35
United States Steel & Carnegie Pension Fund
New York
$136M 1,381,942 -48,700 -3%
USAA
36
United Services Automobile Association
Texas
$128M 1,299,993 +34,932 +3%
CI
37
Cambiar Investors
Colorado
$125M 1,266,990 -292,783 -19%
SCM
38
Sterling Capital Management
North Carolina
$122M 1,236,680 -249,165 -17%
Renaissance Technologies
39
Renaissance Technologies
New York
$121M 1,227,898 +367,098 +43%
T
40
Thomaspartners
Massachusetts
$119M 1,207,422 +68,498 +6%
RFS
41
Rockefeller Financial Services
New York
$111M 1,121,194 -16,795 -1%
JWBC
42
John W. Bristol & Co
New York
$110M 1,114,097 -119,540 -10%
SC
43
Saturna Capital
Washington
$108M 1,080,556 -34,697 -3%
FWIA
44
Fort Washington Investment Advisors
Ohio
$95.9M 972,802 +27,450 +3%
Capital World Investors
45
Capital World Investors
California
$92.1M 934,000 – –
PPA
46
Parametric Portfolio Associates
Washington
$90.5M 918,034 +34,029 +4%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$85.5M 866,960 -1,266,714 -59%
CS
48
Credit Suisse
Switzerland
$82.4M 835,946 -55,575 -6%
MHI
49
Miller Howard Investments
New York
$82M 831,494 +17,667 +2%
Brown Advisory
50
Brown Advisory
Maryland
$78.9M 799,614 -78,012 -9%
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