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Novartis
NVS

763 hedge funds and large institutions have $16.9B invested in Novartis in 2013 Q2 according to their latest regulatory filings, with 763 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $94.3M | Put options by funds: $56.3M

9.93% more ownership

Funds ownership: 0% → 9.93% (+9.9%)

Holders
763
Holders Change
+763
Holders Change %
–
% of All Funds
24.9%
Holding in Top 10
54
Holding in Top 10 Change
+54
Holding in Top 10 Change %
% of All Funds
1.76%
New
763
Increased
–
Reduced
–
Closed
–
Calls
$94.3M
Puts
$56.3M
Net Calls
+$38M
Net Calls Change
+$38M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$3.33B +$3.42B +52,622,170 New
Primecap Management
2
Primecap Management
California
$1.91B +$1.97B +30,213,008 New
BBHC
3
Brown Brothers Harriman & Co
New York
$920M +$945M +14,524,761 New
Wells Fargo
4
Wells Fargo
California
$516M +$530M +8,151,466 New
Neuberger Berman Group
5
Neuberger Berman Group
New York
$469M +$481M +7,397,136 New
Fisher Asset Management
6
Fisher Asset Management
Washington
$398M +$409M +6,279,872 New
Invesco
7
Invesco
Georgia
$310M +$318M +4,889,784 New
Franklin Resources
8
Franklin Resources
California
$286M +$294M +4,518,598 New
Morgan Stanley
9
Morgan Stanley
New York
$272M +$280M +4,300,180 New
MAA
10
Managed Account Advisors
New Jersey
$254M +$261M +4,009,261 New
U
11
UBS
Switzerland
$244M +$251M +3,853,837 New
ClearBridge Investments
12
ClearBridge Investments
New York
$227M +$233M +3,586,402 New
Northern Trust
13
Northern Trust
Illinois
$227M +$233M +3,581,057 New
WI
14
WHV Investments
California
$217M +$223M +3,422,480 New
Bank of America
15
Bank of America
North Carolina
$211M +$217M +3,330,878 New
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184M +$189M +2,911,346 New
Capital Research Global Investors
17
Capital Research Global Investors
California
$174M +$178M +2,742,074 New
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$151M +$155M +2,385,596 New
Parnassus Investments
19
Parnassus Investments
California
$144M +$148M +2,271,060 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$142M +$146M +2,243,266 New
TIM
21
Thornburg Investment Management
New Mexico
$138M +$141M +2,170,291 New
Macquarie Group
22
Macquarie Group
Australia
$135M +$139M +2,138,297 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$126M +$130M +1,992,018 New
Lazard Asset Management
24
Lazard Asset Management
New York
$125M +$129M +1,978,071 New
SSM
25
Sound Shore Management
Connecticut
$121M +$124M +1,911,449 New
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