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Novartis
NVS

Overview Fund Activity

847 hedge funds and large institutions have $22B invested in Novartis in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 291 increasing their positions, 342 reducing their positions, and 48 closing their positions.

Holders
847
Holders Change
+17
Holders Change %
+2.05%
% of All Funds
24.36%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.67%
New
69
Increased
291
Reduced
342
Closed
48
Calls
$170M
Puts
$105M
Net Calls
+$65.2M
Net Calls Change
+$75.2M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$4.63B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$102M
3
Northern Trust
3
Northern Trust
Illinois
$365M
4
CTB
4
Country Trust Bank
Illinois
$44.8M
5
Parnassus Investments
5
Parnassus Investments
California
$246M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$58.8M
2
Franklin Resources
2
Franklin Resources
California
$239M
3
Invesco
3
Invesco
Georgia
$254M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$1.03B
5
IC
5
Institutional Capital
Illinois
$76.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$4.63B 51,102,219 +4,661,050 +10%
Primecap Management
2
Primecap Management
California
$2.16B 23,846,236 -168,350 -0.7%
BBHC
3
Brown Brothers Harriman & Co
New York
$1.03B 11,394,385 -992,119 -8%
Wells Fargo
4
Wells Fargo
California
$639M 7,062,612 +119,029 +2%
BTS
5
BB&T Securities
Virginia
$619M 683,470 -10,588 -2%
Fisher Asset Management
6
Fisher Asset Management
Washington
$540M 5,969,963 +80,676 +1%
U
7
UBS
Switzerland
$397M 4,387,926 +206,005 +5%
Northern Trust
8
Northern Trust
Illinois
$365M 4,034,921 +800,486 +25%
MAA
9
Managed Account Advisors
New Jersey
$359M 3,960,272 +227,846 +6%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$277M 3,062,631 +186,335 +6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$255M 2,820,687 -152,189 -5%
ClearBridge Investments
12
ClearBridge Investments
New York
$254M 2,807,874 -313,063 -10%
Invesco
13
Invesco
Georgia
$254M 2,800,911 -1,154,696 -29%
Parnassus Investments
14
Parnassus Investments
California
$246M 2,713,110 +431,427 +19%
Franklin Resources
15
Franklin Resources
California
$239M 2,641,083 -1,393,670 -35%
Capital Research Global Investors
16
Capital Research Global Investors
California
$228M 2,515,056 +58,000 +2%
Boston Partners
17
Boston Partners
Massachusetts
$219M 2,417,787 -117,017 -5%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$216M 2,383,513 +140,195 +6%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$215M 2,380,038 -159,409 -6%
WI
20
WHV Investments
California
$213M 2,356,830 -79,685 -3%
EARNEST Partners
21
EARNEST Partners
Georgia
$212M 2,336,621 -34,334 -1%
Bank of America
22
Bank of America
North Carolina
$208M 2,295,247 -289,610 -11%
Macquarie Group
23
Macquarie Group
Australia
$198M 2,188,611 +143,108 +7%
Lazard Asset Management
24
Lazard Asset Management
New York
$191M 2,115,018 +82,773 +4%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$186M 2,059,142 -18,500 -0.9%
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