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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 Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$38.3M +$1.88M +21,383 +5%
CRM
77
Cramer Rosenthal McGlynn
Connecticut
$37.9M -$19.8M -224,824 -34%
GF
78
Gabelli Funds
New York
$36.6M -$393K -4,464 -1%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$36.5M -$343K -3,887 -0.9%
MIP
80
Mondrian Investment Partners
United Kingdom
$35.9M +$36.1K +410 +0.1%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$35.5M -$383K -4,352 -1%
US Bancorp
82
US Bancorp
Minnesota
$35.5M +$345K +3,911 +1%
O
83
OppenheimerFunds
New York
$33.8M +$997K +11,316 +3%
Comerica Bank
84
Comerica Bank
Texas
$33.7M +$17.6M +199,975 +109%
ACP
85
Ashfield Capital Partners
California
$33.6M +$6.08M +68,972 +22%
BHC
86
Bowen Hanes & Co
Florida
$33.3M +$3.53K +40 +0%
Massachusetts Financial Services
87
Massachusetts Financial Services
Massachusetts
$33.3M -$168K -1,903 -0.5%
DWA
88
Douglass Winthrop Advisors
New York
$32.6M – – –
CGT
89
Capital Guardian Trust
California
$31.4M +$2.41M +27,334 +8%
EVM
90
Eaton Vance Management
Massachusetts
$30.6M -$3.05M -34,627 -9%
MCC
91
Mid Continent Capital
Illinois
$29.8M +$1.63M +18,459 +6%
CFB
92
Cullen/Frost Bankers
Texas
$29.6M +$118K +1,336 +0.4%
SEI Investments
93
SEI Investments
Pennsylvania
$29.5M +$335K +3,803 +1%
M&T Bank
94
M&T Bank
New York
$29.5M -$384K -4,360 -1%
OCAM
95
Onex Canada Asset Management
Ontario, Canada
$29.4M +$4.76M +43,290 +19%
VanEck Associates
96
VanEck Associates
New York
$29M -$2.47M -28,040 -8%
Truist Financial
97
Truist Financial
North Carolina
$28.4M -$1.54M -17,423 -5%
DP
98
Dearborn Partners
Illinois
$28.3M -$17K -193 -0.1%
GG
99
Gofen & Glossberg
Illinois
$28M +$437K +4,957 +2%
HighTower Advisors
100
HighTower Advisors
Illinois
$27.6M +$637K +7,234 +2%
2 3
4
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