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Novartis
NVS

Overview Fund Activity

926 hedge funds and large institutions have $20B invested in Novartis in 2015 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 335 increasing their positions, 330 reducing their positions, and 69 closing their positions.

Holders
926
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
24.32%
Holding in Top 10
42
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.81%
% of All Funds
1.1%
New
83
Increased
335
Reduced
330
Closed
69
Calls
$35.2M
Puts
$49.4M
Net Calls
-$14.2M
Net Calls Change
-$12.9M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$843M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$266M
3
IC
3
Institutional Capital
Illinois
$397M
4
State Street
4
State Street
Massachusetts
$353M
5
MNA
5
Manning & Napier Advisors
New York
$302M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$41.9M
2
Dodge & Cox
2
Dodge & Cox
California
$3.88B
3
SI
3
Scharf Investments
California
$86.6M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$753M
5
Parnassus Investments
5
Parnassus Investments
California
$193M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital International Investors
26
Capital International Investors
California
$126M 1,633,824 – –
Macquarie Group
27
Macquarie Group
Australia
$120M 1,553,125 -304,694 -16%
USSCPF
28
United States Steel & Carnegie Pension Fund
New York
$119M 1,542,247 – –
SCCM
29
Schafer Cullen Capital Management
New York
$117M 1,523,228 -215,208 -12%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$117M 1,515,327 -300,811 -17%
Ameriprise
31
Ameriprise
Minnesota
$113M 1,468,826 -28,112 -2%
T
32
Thomaspartners
Massachusetts
$111M 1,444,037 +62,745 +5%
FWIA
33
Fort Washington Investment Advisors
Ohio
$108M 1,403,714 +221,048 +19%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$107M 1,391,765 -35,332 -2%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$101M 1,314,394 +28,081 +2%
RFS
36
Rockefeller Financial Services
New York
$99.9M 1,295,582 -5,796 -0.4%
SCM
37
Sterling Capital Management
North Carolina
$97.6M 1,265,380 -30,807 -2%
WI
38
WHV Investments
California
$95.8M 1,242,210 -547,269 -31%
CI
39
Cambiar Investors
Colorado
$94.9M 1,230,504 +258,176 +27%
SC
40
Saturna Capital
Washington
$92.9M 1,205,329 -237 -0%
PPA
41
Parametric Portfolio Associates
Washington
$90.4M 1,172,647 +4,963 +0.4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$90M 1,167,682 +494,982 +74%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$89.2M 1,157,420 -416,908 -26%
SI
44
Scharf Investments
California
$86.6M 1,122,735 -664,806 -37%
USAA
45
United Services Automobile Association
Texas
$85.9M 1,114,641 -68,106 -6%
Goldman Sachs
46
Goldman Sachs
New York
$83.2M 1,079,774 +70,466 +7%
Capital World Investors
47
Capital World Investors
California
$80.4M 1,042,344 – –
MHI
48
Miller Howard Investments
New York
$76.4M 990,354 -84,348 -8%
AG
49
Aperio Group
California
$74.2M 961,960 +33,277 +4%
JWBC
50
John W. Bristol & Co
New York
$74.1M 960,557 -26,230 -3%
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