NVS icon

Novartis
NVS

Overview Fund Activity

876 hedge funds and large institutions have $18.7B invested in Novartis in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 322 increasing their positions, 339 reducing their positions, and 43 closing their positions.

Holders
876
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
23.41%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.75%
New
53
Increased
322
Reduced
339
Closed
43
Calls
$50M
Puts
$45M
Net Calls
+$5M
Net Calls Change
+$2.72M

Top Buyers

1
Parnassus Investments
1
Parnassus Investments
California
$338M
2
Franklin Resources
2
Franklin Resources
California
$1B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$36.3M
4
SEI Investments
4
SEI Investments
Pennsylvania
$73.8M
5
RJA
5
Raymond James & Associates
Florida
$71.6M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$115M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$36.7M
3
Dodge & Cox
3
Dodge & Cox
California
$3.44B
4
TH
4
TCTC Holdings
Texas
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$479M
Name Market Value Shares Shares
Change 		Shares
Change %
EARNEST Partners
26
EARNEST Partners
Georgia
$142M 2,001,478 -83,543 -4%
Boston Partners
27
Boston Partners
Massachusetts
$141M 1,998,320 -22,804 -1%
Fayez Sarofim & Co
28
Fayez Sarofim & Co
Texas
$123M 1,736,781 -56,875 -3%
Capital International Investors
29
Capital International Investors
California
$116M 1,633,824 – –
Macquarie Group
30
Macquarie Group
Australia
$115M 1,618,566 -1,720,388 -52%
FWIA
31
Fort Washington Investment Advisors
Ohio
$114M 1,610,221 +7,983 +0.5%
Ameriprise
32
Ameriprise
Minnesota
$113M 1,603,958 -25,287 -2%
SCCM
33
Schafer Cullen Capital Management
New York
$112M 1,576,537 +73,654 +5%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$96.2M 1,359,651 +5,826 +0.4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$94.8M 1,340,175 +50,321 +4%
PPA
36
Parametric Portfolio Associates
Washington
$92M 1,300,576 +32,921 +3%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$91.8M 1,298,068 -56,768 -4%
USSCPF
38
United States Steel & Carnegie Pension Fund
New York
$89.1M 1,259,766 -282,481 -18%
SI
39
Scharf Investments
California
$85.8M 1,213,138 +16,391 +1%
RFS
40
Rockefeller Financial Services
New York
$85.3M 1,205,846 -73,169 -6%
SCM
41
Sterling Capital Management
North Carolina
$84.3M 1,191,072 -6,230 -0.5%
CAM
42
CGOV Asset Management
Ontario, Canada
$82.7M 890,565 +890,565 New
AG
43
Aperio Group
California
$80.8M 1,142,390 +56,932 +5%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$79.7M 1,126,874 +52,006 +5%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$79.6M 1,125,184 -223,373 -17%
Goldman Sachs
46
Goldman Sachs
New York
$76.9M 1,086,934 +113,940 +12%
SC
47
Saturna Capital
Washington
$75.8M 1,070,795 -111,712 -9%
SEI Investments
48
SEI Investments
Pennsylvania
$73.8M 1,043,442 +345,732 +50%
RJA
49
Raymond James & Associates
Florida
$71.6M 1,012,381 +300,000 +42%
JWBC
50
John W. Bristol & Co
New York
$68.6M 968,998 +91,210 +10%
1
2
3 4 5