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Novartis
NVS

Overview Fund Activity

926 hedge funds and large institutions have $20B invested in Novartis in 2015 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 335 increasing their positions, 330 reducing their positions, and 69 closing their positions.

Holders
926
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
24.32%
Holding in Top 10
42
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.81%
% of All Funds
1.1%
New
83
Increased
335
Reduced
330
Closed
69
Calls
$35.2M
Puts
$49.4M
Net Calls
-$14.2M
Net Calls Change
-$12.9M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$843M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$266M
3
IC
3
Institutional Capital
Illinois
$397M
4
State Street
4
State Street
Massachusetts
$353M
5
MNA
5
Manning & Napier Advisors
New York
$302M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$41.9M
2
Dodge & Cox
2
Dodge & Cox
California
$3.88B
3
SI
3
Scharf Investments
California
$86.6M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$753M
5
Parnassus Investments
5
Parnassus Investments
California
$193M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.88B 45,107,085 -615,950 -1%
Primecap Management
2
Primecap Management
California
$1.79B 20,768,108 -47,400 -0.2%
Franklin Resources
3
Franklin Resources
California
$843M 9,803,119 +2,750,079 +39%
BBHC
4
Brown Brothers Harriman & Co
New York
$753M 8,748,494 -543,001 -6%
Wells Fargo
5
Wells Fargo
California
$636M 7,394,650 -211,108 -3%
Fisher Asset Management
6
Fisher Asset Management
Washington
$532M 6,188,893 +56,682 +0.9%
Bank of America
7
Bank of America
North Carolina
$479M 5,569,642 -79,038 -1%
UBS Group
8
UBS Group
Switzerland
$422M 4,908,204 -72,348 -1%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$416M 4,833,976 +233,886 +5%
IC
10
Institutional Capital
Illinois
$397M 4,613,017 +774,942 +20%
State Street
11
State Street
Massachusetts
$353M 4,100,356 +754,781 +23%
MNA
12
Manning & Napier Advisors
New York
$302M 3,507,436 +727,330 +26%
Northern Trust
13
Northern Trust
Illinois
$280M 3,251,793 -299,245 -8%
Renaissance Technologies
14
Renaissance Technologies
New York
$266M 3,091,198 +1,408,800 +84%
Mawer Investment Management
15
Mawer Investment Management
Alberta, Canada
$247M 2,868,583 +358,567 +14%
Lazard Asset Management
16
Lazard Asset Management
New York
$198M 2,300,116 +9,267 +0.4%
Invesco
17
Invesco
Georgia
$195M 2,264,007 +66,388 +3%
Capital Research Global Investors
18
Capital Research Global Investors
California
$194M 2,258,500 – –
Parnassus Investments
19
Parnassus Investments
California
$193M 2,240,255 -511,476 -19%
EARNEST Partners
20
EARNEST Partners
Georgia
$186M 2,167,007 -66,257 -3%
ClearBridge Investments
21
ClearBridge Investments
New York
$180M 2,090,691 -292,516 -12%
Boston Partners
22
Boston Partners
Massachusetts
$174M 2,026,303 +167,543 +9%
Aristotle Capital Management
23
Aristotle Capital Management
California
$162M 1,887,310 +74,395 +4%
Morgan Stanley
24
Morgan Stanley
New York
$157M 1,825,725 -274,035 -13%
Fayez Sarofim & Co
25
Fayez Sarofim & Co
Texas
$130M 1,509,765 +1,851 +0.1%
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