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Novartis
NVS

Overview Fund Activity

874 hedge funds and large institutions have $17.3B invested in Novartis in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 335 increasing their positions, 345 reducing their positions, and 103 closing their positions.

Holders
874
Holders Change
-52
Holders Change %
-5.62%
% of All Funds
23.33%
Holding in Top 10
21
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-50%
% of All Funds
0.56%
New
62
Increased
335
Reduced
345
Closed
103
Calls
$32.3M
Puts
$32.7M
Net Calls
-$464K
Net Calls Change
+$13.7M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$869M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$700M
3
Capital World Investors
3
Capital World Investors
California
$133M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257M
5
CI
5
Cambiar Investors
Colorado
$137M

Top Sellers

1
WI
1
WHV Investments
California
$3.06M
2
IC
2
Institutional Capital
Illinois
$276M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$37.9M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
State Street
5
State Street
Massachusetts
$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital World Investors
26
Capital World Investors
California
$133M +$65.2M +1,004,400 +96%
Morgan Stanley
27
Morgan Stanley
New York
$130M -$1.87M -28,854 -1%
Fayez Sarofim & Co
28
Fayez Sarofim & Co
Texas
$111M +$1.42M +21,936 +1%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$108M +$9.29M +143,110 +9%
T
30
Thomaspartners
Massachusetts
$108M +$13.8M +212,485 +15%
Capital International Investors
31
Capital International Investors
California
$106M – – –
Macquarie Group
32
Macquarie Group
Australia
$104M +$3.6M +55,403 +4%
Ameriprise
33
Ameriprise
Minnesota
$104M +$8.37M +128,929 +9%
FWIA
34
Fort Washington Investment Advisors
Ohio
$101M +$9.83M +151,436 +11%
USSCPF
35
United States Steel & Carnegie Pension Fund
New York
$100M – – –
SCCM
36
Schafer Cullen Capital Management
New York
$96.4M -$2.51M -38,744 -3%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$87.9M -$2.44M -37,655 -3%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$87.4M +$2.12M +32,590 +2%
RFS
39
Rockefeller Financial Services
New York
$83.7M -$357K -5,493 -0.4%
SC
40
Saturna Capital
Washington
$81.2M -$1.53M -22,320 -2%
PPA
41
Parametric Portfolio Associates
Washington
$79.1M +$2.99M +46,114 +4%
SCM
42
Sterling Capital Management
North Carolina
$77.9M -$4.25M -65,476 -5%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$77.6M +$1.76M +27,077 +2%
SI
44
Scharf Investments
California
$75.3M +$2.38M +36,733 +3%
Goldman Sachs
45
Goldman Sachs
New York
$66.2M -$3.91M -60,232 -6%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$62.4M +$33.2M +511,814 +114%
MHI
47
Miller Howard Investments
New York
$61.5M -$2.75M -42,367 -4%
JWBC
48
John W. Bristol & Co
New York
$60.2M -$2.12M -32,588 -3%
EAM
49
Edge Asset Management
Washington
$56.7M -$1.62M -24,943 -3%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$56.3M +$14.6M +224,224 +35%
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