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Novartis
NVS

Overview Fund Activity

943 hedge funds and large institutions have $22.9B invested in Novartis in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 347 increasing their positions, 339 reducing their positions, and 41 closing their positions.

Holders
943
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
25.43%
Holding in Top 10
61
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.59%
% of All Funds
1.65%
New
52
Increased
347
Reduced
339
Closed
41
Calls
$78.6M
Puts
$33.6M
Net Calls
+$44.9M
Net Calls Change
+$32.4M

Top Buyers

1
IC
1
Institutional Capital
Illinois
$153M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$533M
3
MNA
3
Manning & Napier Advisors
New York
$126M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$421M
5
Northern Trust
5
Northern Trust
Illinois
$411M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$4.72B
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$114M
3
TCIM
3
TIAA CREF Investment Management
New York
$23.3M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$46.5M
5
Invesco
5
Invesco
Georgia
$246M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$4.72B 47,970,345 -2,062,450 -4%
Primecap Management
2
Primecap Management
California
$2.18B 22,137,858 -38,755 -0.2%
BBHC
3
Brown Brothers Harriman & Co
New York
$956M 9,724,869 -359,985 -4%
Wells Fargo
4
Wells Fargo
California
$760M 7,725,882 +119,412 +2%
Fisher Asset Management
5
Fisher Asset Management
Washington
$595M 6,054,640 +64,416 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$533M 5,417,398 +973,866 +22%
UBS Group
7
UBS Group
Switzerland
$504M 5,127,427 +82,157 +2%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$421M 4,277,164 +663,561 +18%
Northern Trust
9
Northern Trust
Illinois
$411M 4,178,913 +410,569 +11%
MAA
10
Managed Account Advisors
New Jersey
$380M 3,859,095 -41,653 -1%
Franklin Resources
11
Franklin Resources
California
$359M 3,655,177 -23,251 -0.6%
Parnassus Investments
12
Parnassus Investments
California
$260M 2,640,330 -208,541 -7%
Invesco
13
Invesco
Georgia
$246M 2,498,230 -360,845 -13%
ClearBridge Investments
14
ClearBridge Investments
New York
$236M 2,397,096 -61,295 -2%
Bank of America
15
Bank of America
North Carolina
$228M 2,317,192 -21,699 -0.9%
Capital Research Global Investors
16
Capital Research Global Investors
California
$222M 2,258,500 – –
Lazard Asset Management
17
Lazard Asset Management
New York
$219M 2,230,556 +104,472 +5%
Morgan Stanley
18
Morgan Stanley
New York
$219M 2,229,718 +330,988 +17%
EARNEST Partners
19
EARNEST Partners
Georgia
$219M 2,223,712 +58,215 +3%
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$210M 2,131,730 +309,533 +17%
Boston Partners
21
Boston Partners
Massachusetts
$189M 1,926,206 -40,339 -2%
WI
22
WHV Investments
California
$178M 1,810,519 -200,090 -10%
Aristotle Capital Management
23
Aristotle Capital Management
California
$177M 1,803,652 +23,097 +1%
BG
24
Bahl & Gaynor
Ohio
$169M 1,716,460 -5,243 -0.3%
Ameriprise
25
Ameriprise
Minnesota
$168M 1,710,522 +39,592 +2%
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