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Novartis
NVS

Overview Fund Activity

761 hedge funds and large institutions have $18.7B invested in Novartis in 2013 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 282 increasing their positions, 294 reducing their positions, and 47 closing their positions.

Holders
761
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
24.68%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
1.78%
New
53
Increased
282
Reduced
294
Closed
47
Calls
$102M
Puts
$79.7M
Net Calls
+$22.5M
Net Calls Change
-$15.5M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$154M
2
SF
2
Sarofim Fayez
Texas
$85.3M
3
EAM
3
Edge Asset Management
Washington
$134M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$155M
5
VKH
5
Virtu KCG Holdings
New York
$42.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$148M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$20M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$459M
4
Invesco
4
Invesco
Georgia
$288M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.59B 46,862,302 -290,180 -0.6%
Primecap Management
2
Primecap Management
California
$2.06B 26,850,538 -222,050 -0.8%
BBHC
3
Brown Brothers Harriman & Co
New York
$1.01B 13,205,757 +190,738 +1%
Wells Fargo
4
Wells Fargo
California
$559M 7,287,165 -17,016 -0.2%
BTS
5
BB&T Securities
Virginia
$523M 682,303 +9,629 +1%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$459M 5,982,915 -645,343 -10%
Fisher Asset Management
7
Fisher Asset Management
Washington
$439M 5,725,853 +98,728 +2%
Franklin Resources
8
Franklin Resources
California
$310M 4,038,055 -10,868 -0.3%
Invesco
9
Invesco
Georgia
$288M 3,755,075 -626,452 -14%
MAA
10
Managed Account Advisors
New Jersey
$284M 3,705,273 +112,745 +3%
U
11
UBS
Switzerland
$284M 3,698,961 +245,702 +7%
Northern Trust
12
Northern Trust
Illinois
$250M 3,261,354 +52,522 +2%
ClearBridge Investments
13
ClearBridge Investments
New York
$249M 3,251,627 +38,005 +1%
WI
14
WHV Investments
California
$227M 2,958,955 -107,783 -4%
Bank of America
15
Bank of America
North Carolina
$220M 2,863,042 -121,616 -4%
Capital Research Global Investors
16
Capital Research Global Investors
California
$188M 2,457,056 – –
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$163M 2,126,326 -11,305 -0.5%
Parnassus Investments
18
Parnassus Investments
California
$156M 2,037,090 +2,090 +0.1%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$155M 2,026,930 +610,146 +43%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$154M 2,013,099 +1,148,557 +133%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$154M 2,011,795 +1,700 +0.1%
TIM
22
Thornburg Investment Management
New Mexico
$151M 1,972,941 +28,236 +1%
Morgan Stanley
23
Morgan Stanley
New York
$148M 1,924,978 -1,928,230 -50%
Macquarie Group
24
Macquarie Group
Australia
$146M 1,899,065 -16,972 -0.9%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$140M 1,824,820 +39,858 +2%
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