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Novartis
NVS

Overview Fund Activity

877 hedge funds and large institutions have $19.5B invested in Novartis in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 341 increasing their positions, 311 reducing their positions, and 56 closing their positions.

Holders
877
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
23.44%
Holding in Top 10
37
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+76.19%
% of All Funds
0.99%
New
69
Increased
341
Reduced
311
Closed
56
Calls
$62.8M
Puts
$60.5M
Net Calls
+$2.28M
Net Calls Change
+$2.74M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$247M
2
Parnassus Investments
2
Parnassus Investments
California
$287M
3
T
3
Thomaspartners
Massachusetts
$216M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$226M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$99.7M

Top Sellers

1
IC
1
Institutional Capital
Illinois
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$187M
3
Dodge & Cox
3
Dodge & Cox
California
$3.66B
4
State Street
4
State Street
Massachusetts
$261M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$22.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.66B 44,366,511 -688,405 -2%
Primecap Management
2
Primecap Management
California
$1.72B 20,831,508 -107,350 -0.5%
Franklin Resources
3
Franklin Resources
California
$989M 11,991,806 -6,931 -0.1%
BBHC
4
Brown Brothers Harriman & Co
New York
$800M 9,690,090 +26,222 +0.3%
Wells Fargo
5
Wells Fargo
California
$618M 7,490,171 +119,602 +2%
Fisher Asset Management
6
Fisher Asset Management
Washington
$524M 6,363,641 +76,542 +1%
Bank of America
7
Bank of America
North Carolina
$505M 6,115,806 +260,049 +4%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$462M 5,601,211 +358,263 +7%
UBS Group
9
UBS Group
Switzerland
$448M 5,428,711 +218,246 +4%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$327M 3,968,069 +423,588 +12%
Mawer Investment Management
11
Mawer Investment Management
Alberta, Canada
$309M 3,743,858 +351,773 +10%
MNA
12
Manning & Napier Advisors
New York
$294M 3,564,657 -73,716 -2%
Northern Trust
13
Northern Trust
Illinois
$290M 3,513,843 +1,465 +0%
Parnassus Investments
14
Parnassus Investments
California
$287M 3,481,896 +1,323,724 +61%
State Street
15
State Street
Massachusetts
$261M 3,166,717 -615,813 -16%
Macquarie Group
16
Macquarie Group
Australia
$247M 2,991,894 +1,550,561 +108%
Aristotle Capital Management
17
Aristotle Capital Management
California
$226M 2,737,194 +662,350 +32%
T
18
Thomaspartners
Massachusetts
$216M 2,620,677 +1,136,338 +77%
Lazard Asset Management
19
Lazard Asset Management
New York
$187M 2,271,846 +33,334 +1%
Renaissance Technologies
20
Renaissance Technologies
New York
$187M 2,260,598 -1,003,900 -31%
Capital Research Global Investors
21
Capital Research Global Investors
California
$186M 2,258,500 – –
CI
22
Cambiar Investors
Colorado
$175M 2,117,314 +229,198 +12%
Invesco
23
Invesco
Georgia
$173M 2,094,259 -166,729 -7%
ClearBridge Investments
24
ClearBridge Investments
New York
$163M 1,980,948 +120,955 +7%
EARNEST Partners
25
EARNEST Partners
Georgia
$154M 1,868,298 -246,005 -12%
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