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Novartis
NVS

Overview Fund Activity

939 hedge funds and large institutions have $23.3B invested in Novartis in 2015 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 313 increasing their positions, 375 reducing their positions, and 51 closing their positions.

Holders
939
Holders Change
+21
Holders Change %
+2.29%
% of All Funds
25.05%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1.84%
New
83
Increased
313
Reduced
375
Closed
51
Calls
$43.8M
Puts
$31.2M
Net Calls
+$12.6M
Net Calls Change
-$93.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$438M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$176M
3
Franklin Resources
3
Franklin Resources
California
$363M
4
Jennison Associates
4
Jennison Associates
New York
$76.2M
5
TCIM
5
TIAA CREF Investment Management
New York
$67.7M

Top Sellers

1
SSM
1
Sound Shore Management
Connecticut
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$7.31M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$85.5M
4
BTS
4
BB&T Securities
Virginia
$546M
5
WCM
5
Wedge Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$4.93B 50,032,795 -291,850 -0.6%
Primecap Management
2
Primecap Management
California
$2.19B 22,176,613 +7,935 +0%
BBHC
3
Brown Brothers Harriman & Co
New York
$994M 10,084,854 -296,565 -3%
Wells Fargo
4
Wells Fargo
California
$750M 7,606,470 +24,430 +0.3%
Fisher Asset Management
5
Fisher Asset Management
Washington
$591M 5,990,224 -17,141 -0.3%
BTS
6
BB&T Securities
Virginia
$546M 554,127 -89,274 -14%
UBS Group
7
UBS Group
Switzerland
$498M 5,045,270 +172,130 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$438M 4,443,532 +1,751,851 +65%
MAA
9
Managed Account Advisors
New Jersey
$385M 3,900,748 -72,737 -2%
Northern Trust
10
Northern Trust
Illinois
$372M 3,768,344 -47,761 -1%
Franklin Resources
11
Franklin Resources
California
$363M 3,678,428 +785,999 +27%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$356M 3,613,603 +115,175 +3%
Invesco
13
Invesco
Georgia
$282M 2,859,075 -195,793 -6%
Parnassus Investments
14
Parnassus Investments
California
$281M 2,848,871 +112,241 +4%
ClearBridge Investments
15
ClearBridge Investments
New York
$242M 2,458,391 -71,073 -3%
Bank of America
16
Bank of America
North Carolina
$231M 2,338,891 +54,647 +2%
Capital Research Global Investors
17
Capital Research Global Investors
California
$223M 2,258,500 -256,556 -10%
EARNEST Partners
18
EARNEST Partners
Georgia
$214M 2,165,497 -89,071 -4%
Lazard Asset Management
19
Lazard Asset Management
New York
$210M 2,126,084 +73,901 +4%
WI
20
WHV Investments
California
$198M 2,010,609 -218,671 -10%
Boston Partners
21
Boston Partners
Massachusetts
$194M 1,966,545 -333,438 -14%
Morgan Stanley
22
Morgan Stanley
New York
$187M 1,898,730 -175,765 -8%
Macquarie Group
23
Macquarie Group
Australia
$184M 1,870,414 -27,802 -1%
Mawer Investment Management
24
Mawer Investment Management
Alberta, Canada
$180M 1,822,197 +77,759 +4%
Aristotle Capital Management
25
Aristotle Capital Management
California
$176M 1,780,555 +1,633,479 +1,111%
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