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Novartis
NVS

Overview Fund Activity

874 hedge funds and large institutions have $17.3B invested in Novartis in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 335 increasing their positions, 345 reducing their positions, and 103 closing their positions.

Holders
874
Holders Change
-52
Holders Change %
-5.62%
% of All Funds
23.33%
Holding in Top 10
21
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-50%
% of All Funds
0.56%
New
62
Increased
335
Reduced
345
Closed
103
Calls
$32.3M
Puts
$32.7M
Net Calls
-$464K
Net Calls Change
+$13.7M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$869M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$700M
3
Capital World Investors
3
Capital World Investors
California
$133M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257M
5
CI
5
Cambiar Investors
Colorado
$137M

Top Sellers

1
WI
1
WHV Investments
California
$3.06M
2
IC
2
Institutional Capital
Illinois
$276M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$37.9M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
State Street
5
State Street
Massachusetts
$274M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.26B 45,054,916 -52,169 -0.1%
Primecap Management
2
Primecap Management
California
$1.52B 20,938,858 +170,750 +0.8%
Franklin Resources
3
Franklin Resources
California
$869M 11,998,737 +2,195,618 +22%
BBHC
4
Brown Brothers Harriman & Co
New York
$700M 9,663,868 +915,374 +10%
Wells Fargo
5
Wells Fargo
California
$534M 7,370,569 -24,081 -0.3%
Fisher Asset Management
6
Fisher Asset Management
Washington
$476M 6,287,099 +98,206 +2%
Bank of America
7
Bank of America
North Carolina
$424M 5,855,757 +286,115 +5%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$380M 5,242,948 +408,972 +8%
UBS Group
9
UBS Group
Switzerland
$377M 5,210,465 +302,261 +6%
IC
10
Institutional Capital
Illinois
$276M 3,814,748 -798,269 -17%
State Street
11
State Street
Massachusetts
$274M 3,782,530 -317,826 -8%
MNA
12
Manning & Napier Advisors
New York
$264M 3,638,373 +130,937 +4%
Northern Trust
13
Northern Trust
Illinois
$263M 3,512,378 +260,585 +8%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257M 3,544,481 +877,597 +33%
Mawer Investment Management
15
Mawer Investment Management
Alberta, Canada
$246M 3,392,085 +523,502 +18%
Renaissance Technologies
16
Renaissance Technologies
New York
$236M 3,264,498 +173,300 +6%
Invesco
17
Invesco
Georgia
$164M 2,260,988 -3,019 -0.1%
Capital Research Global Investors
18
Capital Research Global Investors
California
$164M 2,258,500 – –
Lazard Asset Management
19
Lazard Asset Management
New York
$162M 2,238,512 -61,604 -3%
Parnassus Investments
20
Parnassus Investments
California
$156M 2,158,172 -82,083 -4%
EARNEST Partners
21
EARNEST Partners
Georgia
$153M 2,114,303 -52,704 -2%
Aristotle Capital Management
22
Aristotle Capital Management
California
$150M 2,074,844 +187,534 +10%
Boston Partners
23
Boston Partners
Massachusetts
$144M 1,986,185 -40,118 -2%
CI
24
Cambiar Investors
Colorado
$137M 1,888,116 +785,514 +71%
ClearBridge Investments
25
ClearBridge Investments
New York
$135M 1,859,993 -230,698 -11%
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