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Novartis
NVS

Overview Fund Activity

877 hedge funds and large institutions have $19.5B invested in Novartis in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 341 increasing their positions, 311 reducing their positions, and 56 closing their positions.

Holders
877
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
23.44%
Holding in Top 10
37
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+76.19%
% of All Funds
0.99%
New
69
Increased
341
Reduced
311
Closed
56
Calls
$62.8M
Puts
$60.5M
Net Calls
+$2.28M
Net Calls Change
+$2.74M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$247M
2
Parnassus Investments
2
Parnassus Investments
California
$287M
3
T
3
Thomaspartners
Massachusetts
$216M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$226M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$99.7M

Top Sellers

1
IC
1
Institutional Capital
Illinois
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$187M
3
Dodge & Cox
3
Dodge & Cox
California
$3.66B
4
State Street
4
State Street
Massachusetts
$261M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital World Investors
26
Capital World Investors
California
$151M – – –
Boston Partners
27
Boston Partners
Massachusetts
$149M -$14.5M -195,458 -9%
Morgan Stanley
28
Morgan Stanley
New York
$147M -$1.76M -23,852 -1%
Fayez Sarofim & Co
29
Fayez Sarofim & Co
Texas
$133M +$6.42M +86,822 +5%
Capital International Investors
30
Capital International Investors
California
$121M – – –
Ameriprise
31
Ameriprise
Minnesota
$120M +$2.33M +31,490 +2%
FWIA
32
Fort Washington Investment Advisors
Ohio
$118M +$3.48M +47,088 +3%
USSCPF
33
United States Steel & Carnegie Pension Fund
New York
$114M – – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$112M -$10.6M -143,846 -9%
SCCM
35
Schafer Cullen Capital Management
New York
$111M +$1.36M +18,399 +1%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$100M +$53.7K +726 +0.1%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$100M +$506K +6,841 +0.5%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$99.7M +$39.5M +534,206 +66%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$95.4M +$7.03M +95,095 +8%
RFS
40
Rockefeller Financial Services
New York
$94.6M -$819K -11,074 -0.9%
PPA
41
Parametric Portfolio Associates
Washington
$93.7M +$3.61M +48,894 +4%
SCM
42
Sterling Capital Management
North Carolina
$88.5M -$192K -2,602 -0.2%
SI
43
Scharf Investments
California
$88.5M +$2.76M +37,279 +3%
SC
44
Saturna Capital
Washington
$87.4M -$37.1K -502 -0%
AG
45
Aperio Group
California
$80.3M +$17.3M +233,768 +27%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$79.5M +$15.4M +208,228 +24%
Goldman Sachs
47
Goldman Sachs
New York
$71.9M -$3.44M -46,548 -5%
EAM
48
Edge Asset Management
Washington
$67.5M +$2.89M +39,028 +4%
MHI
49
Miller Howard Investments
New York
$67.3M -$2.79M -37,767 -4%
JWBC
50
John W. Bristol & Co
New York
$64.9M -$3.71M -50,181 -5%
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