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Novartis
NVS

Overview Fund Activity

830 hedge funds and large institutions have $20.6B invested in Novartis in 2014 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 309 increasing their positions, 318 reducing their positions, and 41 closing their positions.

Holders
830
Holders Change
+15
Holders Change %
+1.84%
% of All Funds
23.99%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.73%
New
61
Increased
309
Reduced
318
Closed
41
Calls
$182M
Puts
$192M
Net Calls
-$10M
Net Calls Change
-$58M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$245M
2
MHI
2
Miller Howard Investments
New York
$59.3M
3
VKH
3
Virtu KCG Holdings
New York
$52.2M
4
AG
4
Aperio Group
California
$45.8M
5
Northern Trust
5
Northern Trust
Illinois
$275M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$2.04B
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$216M
3
TCIM
3
TIAA CREF Investment Management
New York
$18.1M
4
WHG
4
Westwood Holdings Group
Texas
$75.7M
5
HTC
5
Haverford Trust Company
Pennsylvania
$3.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.95B 46,441,169 -44,183 -0.1%
Primecap Management
2
Primecap Management
California
$2.04B 24,014,586 -2,706,119 -10%
BBHC
3
Brown Brothers Harriman & Co
New York
$1.05B 12,386,504 +49,737 +0.4%
Wells Fargo
4
Wells Fargo
California
$590M 6,943,583 -168,168 -2%
BTS
5
BB&T Securities
Virginia
$590M 694,058 -4,347 -0.6%
Fisher Asset Management
6
Fisher Asset Management
Washington
$501M 5,889,287 +107,664 +2%
U
7
UBS
Switzerland
$356M 4,181,921 +190,689 +5%
Franklin Resources
8
Franklin Resources
California
$343M 4,034,753 +24,607 +0.6%
Invesco
9
Invesco
Georgia
$336M 3,955,607 +192,615 +5%
MAA
10
Managed Account Advisors
New Jersey
$317M 3,732,426 +49,721 +1%
Northern Trust
11
Northern Trust
Illinois
$275M 3,234,435 +528,257 +20%
ClearBridge Investments
12
ClearBridge Investments
New York
$265M 3,120,937 -30,298 -1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$253M 2,972,876 +419,884 +16%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$245M 2,876,296 +842,551 +41%
Bank of America
15
Bank of America
North Carolina
$220M 2,584,857 -214,958 -8%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$216M 2,539,447 -1,680,547 -40%
Boston Partners
17
Boston Partners
Massachusetts
$216M 2,534,804 +273,032 +12%
Capital Research Global Investors
18
Capital Research Global Investors
California
$209M 2,457,056 – –
WI
19
WHV Investments
California
$207M 2,436,515 -274,246 -10%
EARNEST Partners
20
EARNEST Partners
Georgia
$202M 2,370,955 +68,597 +3%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$196M 2,302,956 +225,733 +11%
Parnassus Investments
22
Parnassus Investments
California
$194M 2,281,683 +225,403 +11%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$177M 2,077,642 -97,854 -4%
Macquarie Group
24
Macquarie Group
Australia
$174M 2,045,503 +60,255 +3%
Lazard Asset Management
25
Lazard Asset Management
New York
$173M 2,032,245 +177,047 +10%
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