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Novartis
NVS

Overview Fund Activity

876 hedge funds and large institutions have $18.7B invested in Novartis in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 322 increasing their positions, 339 reducing their positions, and 43 closing their positions.

Holders
876
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
23.41%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.75%
New
53
Increased
322
Reduced
339
Closed
43
Calls
$50M
Puts
$45M
Net Calls
+$5M
Net Calls Change
+$2.72M

Top Buyers

1
CAM
1
CGOV Asset Management
Ontario, Canada
$82.7M
2
Parnassus Investments
2
Parnassus Investments
California
$338M
3
Franklin Resources
3
Franklin Resources
California
$1B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$36.3M
5
SEI Investments
5
SEI Investments
Pennsylvania
$73.8M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$115M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$36.7M
3
Dodge & Cox
3
Dodge & Cox
California
$3.44B
4
TH
4
TCTC Holdings
Texas
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$479M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.44B 43,581,886 -784,625 -2%
Primecap Management
2
Primecap Management
California
$1.62B 20,557,433 -274,075 -1%
Franklin Resources
3
Franklin Resources
California
$1B 12,679,118 +687,312 +6%
BBHC
4
Brown Brothers Harriman & Co
New York
$744M 9,421,436 -268,654 -3%
Wells Fargo
5
Wells Fargo
California
$592M 7,497,230 +7,059 +0.1%
Bank of America
6
Bank of America
North Carolina
$500M 6,330,691 +214,885 +4%
Fisher Asset Management
7
Fisher Asset Management
Washington
$479M 6,065,150 -298,491 -5%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$462M 5,850,438 +249,227 +4%
UBS Group
9
UBS Group
Switzerland
$438M 5,544,896 +116,185 +2%
Parnassus Investments
10
Parnassus Investments
California
$338M 4,278,005 +796,109 +23%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$305M 3,859,871 -108,198 -3%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$304M 3,853,289 +109,431 +3%
MNA
13
Manning & Napier Advisors
New York
$296M 3,752,105 +187,448 +5%
Northern Trust
14
Northern Trust
Illinois
$270M 3,425,170 -88,673 -3%
State Street
15
State Street
Massachusetts
$245M 3,098,147 -68,570 -2%
T
16
Thomaspartners
Massachusetts
$219M 2,775,275 +154,598 +6%
Aristotle Capital Management
17
Aristotle Capital Management
California
$214M 2,716,368 -20,826 -0.8%
Renaissance Technologies
18
Renaissance Technologies
New York
$199M 2,515,098 +254,500 +11%
Lazard Asset Management
19
Lazard Asset Management
New York
$186M 2,359,559 +87,713 +4%
Capital Research Global Investors
20
Capital Research Global Investors
California
$178M 2,258,500 – –
CI
21
Cambiar Investors
Colorado
$176M 2,229,270 +111,956 +5%
Invesco
22
Invesco
Georgia
$162M 2,051,992 -42,267 -2%
ClearBridge Investments
23
ClearBridge Investments
New York
$154M 1,945,176 -35,772 -2%
Capital World Investors
24
Capital World Investors
California
$153M 1,934,918 +100,918 +6%
Morgan Stanley
25
Morgan Stanley
New York
$145M 1,836,516 +58,019 +3%
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