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Novartis
NVS

Overview Fund Activity

903 hedge funds and large institutions have $18.2B invested in Novartis in 2016 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 302 increasing their positions, 353 reducing their positions, and 80 closing their positions.

Holders
903
Holders Change
+27
Holders Change %
+3.08%
% of All Funds
22.61%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
121
Increased
302
Reduced
353
Closed
80
Calls
$98.8M
Puts
$81.4M
Net Calls
+$17.4M
Net Calls Change
+$12.4M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$215M
2
Dodge & Cox
2
Dodge & Cox
California
$3.33B
3
Franklin Resources
3
Franklin Resources
California
$1.07B
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$139M
5
MNA
5
Manning & Napier Advisors
New York
$405M

Top Sellers

1
CI
1
Cambiar Investors
Colorado
$0
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$221M
3
Capital World Investors
3
Capital World Investors
California
$104M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Macquarie Group
5
Macquarie Group
Australia
$71.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.33B 45,718,521 +2,136,635 +5%
Primecap Management
2
Primecap Management
California
$1.55B 21,246,828 +689,395 +3%
Franklin Resources
3
Franklin Resources
California
$1.07B 14,753,570 +2,074,452 +16%
BBHC
4
Brown Brothers Harriman & Co
New York
$799M 10,971,272 +1,549,836 +16%
Wells Fargo
5
Wells Fargo
California
$591M 8,112,500 +615,270 +8%
Bank of America
6
Bank of America
North Carolina
$497M 6,820,295 +489,604 +8%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$452M 6,199,477 +349,039 +6%
Fisher Asset Management
8
Fisher Asset Management
Washington
$442M 6,074,870 +9,720 +0.2%
UBS Group
9
UBS Group
Switzerland
$410M 5,632,031 +87,135 +2%
MNA
10
Manning & Napier Advisors
New York
$405M 5,554,008 +1,801,903 +48%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$361M 4,955,469 +1,095,598 +28%
Parnassus Investments
12
Parnassus Investments
California
$314M 4,315,342 +37,337 +0.9%
Northern Trust
13
Northern Trust
Illinois
$289M 3,972,512 +547,342 +16%
State Street
14
State Street
Massachusetts
$224M 3,073,951 -24,196 -0.8%
Mawer Investment Management
15
Mawer Investment Management
Alberta, Canada
$221M 3,033,455 -819,834 -21%
T
16
Thomaspartners
Massachusetts
$220M 3,018,778 +243,503 +9%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$215M 3,407,268 +2,946,263 +639%
Aristotle Capital Management
18
Aristotle Capital Management
California
$201M 2,761,401 +45,033 +2%
SCCM
19
Schafer Cullen Capital Management
New York
$170M 2,335,291 +922,623 +65%
Renaissance Technologies
20
Renaissance Technologies
New York
$167M 2,287,000 -228,098 -9%
Capital Research Global Investors
21
Capital Research Global Investors
California
$165M 2,258,500 – –
Lazard Asset Management
22
Lazard Asset Management
New York
$159M 2,189,337 -170,222 -7%
EARNEST Partners
23
EARNEST Partners
Georgia
$152M 2,082,494 +289,055 +16%
Invesco
24
Invesco
Georgia
$141M 1,941,041 -110,951 -5%
Federated Hermes
25
Federated Hermes
Pennsylvania
$139M 1,907,815 +1,851,305 +3,276%
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