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Novartis
NVS

Overview Fund Activity

908 hedge funds and large institutions have $19.9B invested in Novartis in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 342 increasing their positions, 334 reducing their positions, and 61 closing their positions.

Holders
908
Holders Change
+5
Holders Change %
+0.55%
% of All Funds
22.64%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
76
Increased
342
Reduced
334
Closed
61
Calls
$30.9M
Puts
$68.2M
Net Calls
-$37.3M
Net Calls Change
-$54.7M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$3.76B
2
Parnassus Investments
2
Parnassus Investments
California
$594M
3
BlackRock
3
BlackRock
New York
$210M
4
JHIU
4
Janus Henderson Investors US
Colorado
$131M
5
Millennium Management
5
Millennium Management
New York
$102M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$14.2M
2
Capital World Investors
2
Capital World Investors
California
$0
3
ClearBridge Investments
3
ClearBridge Investments
New York
$58.4M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$115M
5
MHI
5
Miller Howard Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.76B 50,585,790 +4,867,269 +11%
Primecap Management
2
Primecap Management
California
$1.61B 21,693,804 +446,976 +2%
Franklin Resources
3
Franklin Resources
California
$1.16B 15,674,849 +921,279 +6%
BBHC
4
Brown Brothers Harriman & Co
New York
$802M 10,796,684 -174,588 -2%
Wells Fargo
5
Wells Fargo
California
$676M 9,100,801 +988,301 +12%
Parnassus Investments
6
Parnassus Investments
California
$594M 8,173,974 +3,858,632 +89%
Bank of America
7
Bank of America
North Carolina
$544M 7,328,730 +508,435 +7%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$464M 6,241,239 +41,762 +0.7%
Fisher Asset Management
9
Fisher Asset Management
Washington
$455M 6,121,673 +46,803 +0.8%
UBS Group
10
UBS Group
Switzerland
$445M 5,997,101 +365,070 +6%
MNA
11
Manning & Napier Advisors
New York
$372M 5,002,121 -551,887 -10%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$363M 4,885,312 -70,157 -1%
Northern Trust
13
Northern Trust
Illinois
$297M 3,996,817 +24,305 +0.6%
T
14
Thomaspartners
Massachusetts
$249M 3,351,063 +332,285 +11%
Mawer Investment Management
15
Mawer Investment Management
Alberta, Canada
$232M 3,122,065 +88,610 +3%
State Street
16
State Street
Massachusetts
$221M 2,977,442 -96,509 -3%
Aristotle Capital Management
17
Aristotle Capital Management
California
$213M 2,873,554 +112,153 +4%
BlackRock
18
BlackRock
New York
$210M 2,832,597 +2,832,597 New
SCCM
19
Schafer Cullen Capital Management
New York
$189M 2,547,314 +212,023 +9%
Renaissance Technologies
20
Renaissance Technologies
New York
$183M 2,458,498 +171,498 +7%
Federated Hermes
21
Federated Hermes
Pennsylvania
$177M 2,379,432 +471,617 +25%
Capital Research Global Investors
22
Capital Research Global Investors
California
$168M 2,258,505 +5 +0%
EARNEST Partners
23
EARNEST Partners
Georgia
$154M 2,072,349 -10,145 -0.5%
Morgan Stanley
24
Morgan Stanley
New York
$144M 1,933,893 +124,428 +7%
Invesco
25
Invesco
Georgia
$143M 1,928,372 -12,669 -0.7%
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