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Novartis
NVS

Overview Fund Activity

874 hedge funds and large institutions have $22.5B invested in Novartis in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 314 increasing their positions, 335 reducing their positions, and 21 closing their positions.

Holders
874
Holders Change
+27
Holders Change %
+3.19%
% of All Funds
25.38%
Holding in Top 10
71
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.41%
% of All Funds
2.06%
New
54
Increased
314
Reduced
335
Closed
21
Calls
$187M
Puts
$110M
Net Calls
+$77.6M
Net Calls Change
+$12.5M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$247M
2
TH
2
TCTC Holdings
Texas
$40.1M
3
PP
3
PDT Partners
New York
$38M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$323M
5
Wells Fargo
5
Wells Fargo
California
$695M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$2.09B
2
SCM
2
Sterling Capital Management
North Carolina
$66.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$34.2M
4
Northern Trust
4
Northern Trust
Illinois
$313M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$908K
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$4.79B 50,905,449 -196,770 -0.4%
Primecap Management
2
Primecap Management
California
$2.09B 22,239,448 -1,606,788 -7%
BBHC
3
Brown Brothers Harriman & Co
New York
$1.07B 11,331,374 -63,011 -0.6%
Wells Fargo
4
Wells Fargo
California
$695M 7,388,333 +325,721 +5%
BTS
5
BB&T Securities
Virginia
$629M 668,122 -15,348 -2%
Fisher Asset Management
6
Fisher Asset Management
Washington
$566M 6,015,233 +45,270 +0.8%
U
7
UBS
Switzerland
$435M 4,624,270 +236,344 +5%
MAA
8
Managed Account Advisors
New Jersey
$380M 4,040,820 +80,548 +2%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$323M 3,429,908 +367,277 +12%
Northern Trust
10
Northern Trust
Illinois
$313M 3,320,724 -714,197 -18%
Invesco
11
Invesco
Georgia
$277M 2,947,238 +146,327 +5%
Parnassus Investments
12
Parnassus Investments
California
$258M 2,736,688 +23,578 +0.9%
ClearBridge Investments
13
ClearBridge Investments
New York
$256M 2,722,667 -85,207 -3%
Franklin Resources
14
Franklin Resources
California
$247M 2,624,579 -16,504 -0.6%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$247M 2,624,243 +2,357,743 +885%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$238M 2,525,964 -294,723 -10%
Capital Research Global Investors
17
Capital Research Global Investors
California
$237M 2,515,056 – –
Neuberger Berman Group
18
Neuberger Berman Group
New York
$223M 2,372,740 -7,298 -0.3%
Boston Partners
19
Boston Partners
Massachusetts
$222M 2,361,201 -56,586 -2%
Bank of America
20
Bank of America
North Carolina
$221M 2,350,194 +54,947 +2%
WI
21
WHV Investments
California
$220M 2,332,327 -24,503 -1%
EARNEST Partners
22
EARNEST Partners
Georgia
$208M 2,207,462 -129,159 -6%
Lazard Asset Management
23
Lazard Asset Management
New York
$193M 2,053,293 -61,725 -3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$193M 2,050,873 -8,269 -0.4%
Macquarie Group
25
Macquarie Group
Australia
$192M 2,040,296 -148,315 -7%
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