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Novartis
NVS

Overview Fund Activity

918 hedge funds and large institutions have $22.3B invested in Novartis in 2014 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 335 increasing their positions, 320 reducing their positions, and 47 closing their positions.

Holders
918
Holders Change
+44
Holders Change %
+5.03%
% of All Funds
24.5%
Holding in Top 10
62
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.68%
% of All Funds
1.65%
New
101
Increased
335
Reduced
320
Closed
47
Calls
$183M
Puts
$76.9M
Net Calls
+$106M
Net Calls Change
+$28.1M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$452M
2
SCM
2
Sterling Capital Management
North Carolina
$138M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$181M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$79.8M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$87.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$137M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$962M
3
IC
3
Institutional Capital
Illinois
$0
4
SCCM
4
Schafer Cullen Capital Management
New York
$100M
5
Dodge & Cox
5
Dodge & Cox
California
$4.66B
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$4.66B 50,324,645 -580,804 -1%
Primecap Management
2
Primecap Management
California
$2.05B 22,168,678 -70,770 -0.3%
BBHC
3
Brown Brothers Harriman & Co
New York
$962M 10,381,419 -949,955 -8%
Wells Fargo
4
Wells Fargo
California
$703M 7,582,040 +193,707 +3%
BTS
5
BB&T Securities
Virginia
$596M 643,401 -24,721 -4%
Fisher Asset Management
6
Fisher Asset Management
Washington
$557M 6,007,365 -7,868 -0.1%
UBS Group
7
UBS Group
Switzerland
$452M 4,873,140 +4,873,140 New
MAA
8
Managed Account Advisors
New Jersey
$368M 3,973,485 -67,335 -2%
Northern Trust
9
Northern Trust
Illinois
$354M 3,816,105 +495,381 +15%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$324M 3,498,428 +68,520 +2%
Invesco
11
Invesco
Georgia
$283M 3,054,868 +107,630 +4%
Franklin Resources
12
Franklin Resources
California
$268M 2,892,429 +267,850 +10%
Parnassus Investments
13
Parnassus Investments
California
$254M 2,736,630 -58 -0%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$249M 2,691,681 +165,717 +7%
ClearBridge Investments
15
ClearBridge Investments
New York
$234M 2,529,464 -193,203 -7%
Capital Research Global Investors
16
Capital Research Global Investors
California
$233M 2,515,056 – –
Boston Partners
17
Boston Partners
Massachusetts
$213M 2,299,983 -61,218 -3%
Bank of America
18
Bank of America
North Carolina
$212M 2,284,244 -65,950 -3%
EARNEST Partners
19
EARNEST Partners
Georgia
$209M 2,254,568 +47,106 +2%
WI
20
WHV Investments
California
$207M 2,229,280 -103,047 -4%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$198M 2,133,674 -239,066 -10%
Morgan Stanley
22
Morgan Stanley
New York
$192M 2,074,495 +221,472 +12%
Lazard Asset Management
23
Lazard Asset Management
New York
$190M 2,052,183 -1,110 -0.1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$190M 2,049,526 -1,347 -0.1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$181M 1,948,443 +688,817 +55%
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