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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 %
Goldman Sachs
51
Goldman Sachs
New York
$78.6M 891,701 +24,954 +3%
Jennison Associates
52
Jennison Associates
New York
$76.5M 867,836 +4,899 +0.6%
EAM
53
Edge Asset Management
Washington
$73.7M 835,897 +2,313 +0.3%
Brown Advisory
54
Brown Advisory
Maryland
$72.6M 824,385 -67,984 -8%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$69.8M 791,651 -11,834 -1%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$64.4M 730,745 -18,483 -2%
SI
57
Scout Investments
Missouri
$64.4M 730,718 -30,174 -4%
OCM
58
Osterweis Capital Management
California
$64.4M 730,461 -35,260 -5%
WHG
59
Westwood Holdings Group
Texas
$57.8M 655,634 +13,615 +2%
ACM
60
Atlanta Capital Management
Georgia
$57.3M 650,439 +357,620 +122%
RJA
61
Raymond James & Associates
Florida
$55.3M 627,544 +9,072 +1%
First Manhattan
62
First Manhattan
New York
$53.5M 607,178 -3,665 -0.6%
DCLA
63
Douglas C. Lane & Associates
New York
$53.5M 607,140 -4,030 -0.7%
BTS
64
BB&T Securities
Virginia
$53.5M 606,596 -11,810 -2%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$52.7M 597,732 +29,563 +5%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$51.4M 583,421 +46,600 +9%
CTB
67
Country Trust Bank
Illinois
$48.7M 552,851 +653 +0.1%
BFS
68
Bradley Foster & Sargent
Connecticut
$48.7M 552,147 +4,979 +0.9%
1832 Asset Management
69
1832 Asset Management
Ontario, Canada
$48.1M 546,457 +121,373 +29%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$46.5M 527,194 -440,333 -46%
BIM
71
BlackRock Investment Management
Delaware
$44M 499,499 +53,569 +12%
BC
72
Bartlett & Co
Ohio
$42.8M 485,166 -7,573 -2%
NPA
73
Nichols & Pratt Advisers
Massachusetts
$42.1M 478,126 -2,299 -0.5%
TH
74
TCTC Holdings
Texas
$41M 465,291 -1,188 -0.3%
BA
75
BlackRock Advisors
Delaware
$41M 464,904 +364,820 +365%
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