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Novartis
NVS

Overview Fund Activity

943 hedge funds and large institutions have $22.9B invested in Novartis in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 347 increasing their positions, 339 reducing their positions, and 41 closing their positions.

Holders
943
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
25.43%
Holding in Top 10
61
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.59%
% of All Funds
1.65%
New
52
Increased
347
Reduced
339
Closed
41
Calls
$78.6M
Puts
$33.6M
Net Calls
+$44.9M
Net Calls Change
+$32.4M

Top Buyers

1
IC
1
Institutional Capital
Illinois
$153M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$533M
3
MNA
3
Manning & Napier Advisors
New York
$126M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$421M
5
Northern Trust
5
Northern Trust
Illinois
$411M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$4.72B
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$114M
3
TCIM
3
TIAA CREF Investment Management
New York
$23.3M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$46.5M
5
Invesco
5
Invesco
Georgia
$246M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
26
Scharf Investments
California
$162M 1,843,911 +75,856 +4%
Macquarie Group
27
Macquarie Group
Australia
$162M 1,837,069 -250,313 -12%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$161M 1,825,739 -24,325 -1%
SCCM
29
Schafer Cullen Capital Management
New York
$155M 1,762,824 -96,942 -5%
IC
30
Institutional Capital
Illinois
$153M 1,731,568 +1,731,568 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$149M 1,694,944 -135,296 -7%
Capital International Investors
32
Capital International Investors
California
$144M 1,633,824 – –
Fayez Sarofim & Co
33
Fayez Sarofim & Co
Texas
$140M 1,591,121 -99,370 -6%
CI
34
Cambiar Investors
Colorado
$136M 1,543,707 +129,746 +9%
USSCPF
35
United States Steel & Carnegie Pension Fund
New York
$136M 1,542,247 – –
MNA
36
Manning & Napier Advisors
New York
$126M 1,435,514 +1,031,751 +256%
T
37
Thomaspartners
Massachusetts
$120M 1,363,964 +16,481 +1%
USAA
38
United Services Automobile Association
Texas
$119M 1,355,585 -95,207 -7%
SCM
39
Sterling Capital Management
North Carolina
$117M 1,325,948 -54,187 -4%
Renaissance Technologies
40
Renaissance Technologies
New York
$117M 1,324,243 -46,091 -3%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$114M 1,288,895 -594,689 -32%
RFS
42
Rockefeller Financial Services
New York
$113M 1,277,441 +26,188 +2%
SC
43
Saturna Capital
Washington
$106M 1,205,566 -334 -0%
FWIA
44
Fort Washington Investment Advisors
Ohio
$103M 1,163,921 +78,274 +7%
JWBC
45
John W. Bristol & Co
New York
$102M 1,152,163 -91,169 -7%
PPA
46
Parametric Portfolio Associates
Washington
$97.8M 1,109,320 +84,794 +8%
MHI
47
Miller Howard Investments
New York
$97.5M 1,106,996 +179,049 +19%
Capital World Investors
48
Capital World Investors
California
$91.9M 1,042,344 – –
CS
49
Credit Suisse
Switzerland
$82M 930,637 -2,279 -0.2%
AG
50
Aperio Group
California
$78.9M 895,246 +37,520 +4%
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