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Novartis
NVS

Overview Fund Activity

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.

Holders
763
Holders Change
+763
Holders Change %
–
% of All Funds
24.91%
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

1
Dodge & Cox
1
Dodge & Cox
California
$3.33B
2
Primecap Management
2
Primecap Management
California
$1.91B
3
BBHC
3
Brown Brothers Harriman & Co
New York
$920M
4
Wells Fargo
4
Wells Fargo
California
$516M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$469M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.33B 47,152,482 +47,152,482 New
Primecap Management
2
Primecap Management
California
$1.91B 27,072,588 +27,072,588 New
BBHC
3
Brown Brothers Harriman & Co
New York
$920M 13,015,019 +13,015,019 New
Wells Fargo
4
Wells Fargo
California
$516M 7,304,181 +7,304,181 New
Neuberger Berman Group
5
Neuberger Berman Group
New York
$469M 6,628,258 +6,628,258 New
Fisher Asset Management
6
Fisher Asset Management
Washington
$398M 5,627,125 +5,627,125 New
Invesco
7
Invesco
Georgia
$310M 4,381,527 +4,381,527 New
Franklin Resources
8
Franklin Resources
California
$286M 4,048,923 +4,048,923 New
Morgan Stanley
9
Morgan Stanley
New York
$272M 3,853,208 +3,853,208 New
MAA
10
Managed Account Advisors
New Jersey
$254M 3,592,528 +3,592,528 New
U
11
UBS
Switzerland
$244M 3,453,259 +3,453,259 New
ClearBridge Investments
12
ClearBridge Investments
New York
$227M 3,213,622 +3,213,622 New
Northern Trust
13
Northern Trust
Illinois
$227M 3,208,832 +3,208,832 New
WI
14
WHV Investments
California
$217M 3,066,738 +3,066,738 New
Bank of America
15
Bank of America
North Carolina
$211M 2,984,658 +2,984,658 New
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184M 2,608,733 +2,608,733 New
Capital Research Global Investors
17
Capital Research Global Investors
California
$174M 2,457,056 +2,457,056 New
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$151M 2,137,631 +2,137,631 New
Parnassus Investments
19
Parnassus Investments
California
$144M 2,035,000 +2,035,000 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$142M 2,010,095 +2,010,095 New
TIM
21
Thornburg Investment Management
New Mexico
$138M 1,944,705 +1,944,705 New
Macquarie Group
22
Macquarie Group
Australia
$135M 1,916,037 +1,916,037 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$126M 1,784,962 +1,784,962 New
Lazard Asset Management
24
Lazard Asset Management
New York
$125M 1,772,465 +1,772,465 New
SSM
25
Sound Shore Management
Connecticut
$121M 1,712,768 +1,712,768 New
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