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Novartis
NVS

Overview Fund Activity

925 hedge funds and large institutions have $21.4B invested in Novartis in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 335 increasing their positions, 349 reducing their positions, and 53 closing their positions.

Holders
925
Holders Change
-18
Holders Change %
-1.91%
% of All Funds
25.85%
Holding in Top 10
59
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.28%
% of All Funds
1.65%
New
43
Increased
335
Reduced
349
Closed
53
Calls
$69.6M
Puts
$71M
Net Calls
-$1.35M
Net Calls Change
-$46.3M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$648M
2
State Street
2
State Street
Massachusetts
$308M
3
Bank of America
3
Bank of America
North Carolina
$519M
4
IC
4
Institutional Capital
Illinois
$353M
5
MNA
5
Manning & Napier Advisors
New York
$256M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$130M
2
Dodge & Cox
2
Dodge & Cox
California
$4.2B
3
Primecap Management
3
Primecap Management
California
$1.91B
4
BG
4
Bahl & Gaynor
Ohio
$79.1M
5
Northern Trust
5
Northern Trust
Illinois
$326M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$4.2B 45,723,035 -2,247,310 -5%
Primecap Management
2
Primecap Management
California
$1.91B 20,815,508 -1,322,350 -6%
BBHC
3
Brown Brothers Harriman & Co
New York
$854M 9,291,495 -433,374 -4%
Wells Fargo
4
Wells Fargo
California
$699M 7,605,758 -120,124 -2%
Franklin Resources
5
Franklin Resources
California
$648M 7,053,040 +3,397,863 +93%
Fisher Asset Management
6
Fisher Asset Management
Washington
$564M 6,132,211 +77,571 +1%
Bank of America
7
Bank of America
North Carolina
$519M 5,648,680 +3,331,488 +144%
UBS Group
8
UBS Group
Switzerland
$458M 4,980,552 -146,875 -3%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$423M 4,600,090 +322,926 +8%
IC
10
Institutional Capital
Illinois
$353M 3,838,075 +2,286,491 +147%
Northern Trust
11
Northern Trust
Illinois
$326M 3,551,038 -627,875 -15%
State Street
12
State Street
Massachusetts
$308M 3,345,575 +3,332,007 +24,558%
MNA
13
Manning & Napier Advisors
New York
$256M 2,780,106 +1,493,803 +116%
Parnassus Investments
14
Parnassus Investments
California
$243M 2,751,731 +111,401 +4%
Mawer Investment Management
15
Mawer Investment Management
Alberta, Canada
$231M 2,510,016 +378,286 +18%
ClearBridge Investments
16
ClearBridge Investments
New York
$219M 2,383,207 -13,889 -0.6%
Lazard Asset Management
17
Lazard Asset Management
New York
$211M 2,290,849 +60,293 +3%
Capital Research Global Investors
18
Capital Research Global Investors
California
$208M 2,258,500 – –
EARNEST Partners
19
EARNEST Partners
Georgia
$205M 2,233,264 +9,552 +0.4%
Invesco
20
Invesco
Georgia
$202M 2,197,619 -300,611 -12%
Morgan Stanley
21
Morgan Stanley
New York
$193M 2,099,760 -129,958 -6%
Boston Partners
22
Boston Partners
Massachusetts
$171M 1,858,760 -67,446 -4%
Aristotle Capital Management
23
Aristotle Capital Management
California
$167M 1,812,915 +9,263 +0.5%
Renaissance Technologies
24
Renaissance Technologies
New York
$155M 1,682,398 +495,800 +42%
Macquarie Group
25
Macquarie Group
Australia
$153M 1,664,712 +18,593 +1%
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