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Novartis
NVS

Overview Fund Activity

936 hedge funds and large institutions have $22.2B invested in Novartis in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 335 reducing their positions, and 44 closing their positions.

Holders
936
Holders Change
+17
Holders Change %
+1.85%
% of All Funds
23.37%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.95%
New
70
Increased
348
Reduced
335
Closed
44
Calls
$41.3M
Puts
$22.2M
Net Calls
+$19.2M
Net Calls Change
-$5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$751M
2
Parnassus Investments
2
Parnassus Investments
California
$811M
3
Millennium Management
3
Millennium Management
New York
$71.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$200M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$60M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.83B
2
SEI Investments
2
SEI Investments
Pennsylvania
$95.2M
3
MNA
3
Manning & Napier Advisors
New York
$377M
4
BCPEM
4
Bain Capital Public Equity Management
Massachusetts
$28.5M
5
SFM
5
Sphera Funds Management
Israel
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.83B 44,643,925 -5,499,584 -11%
Primecap Management
2
Primecap Management
California
$1.89B 21,964,764 -129,460 -0.6%
Franklin Resources
3
Franklin Resources
California
$1.33B 15,534,597 -101,650 -0.7%
BBHC
4
Brown Brothers Harriman & Co
New York
$865M 10,070,828 -79,721 -0.8%
Parnassus Investments
5
Parnassus Investments
California
$811M 9,447,817 +1,477,168 +19%
Bank of America
6
Bank of America
North Carolina
$751M 8,744,261 +1,874,139 +27%
Wells Fargo
7
Wells Fargo
California
$676M 7,873,656 +140,734 +2%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$584M 6,800,107 +168,494 +3%
Fisher Asset Management
9
Fisher Asset Management
Washington
$569M 6,632,984 +127,049 +2%
UBS Group
10
UBS Group
Switzerland
$528M 6,149,727 -63,784 -1%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$419M 4,876,141 -160,286 -3%
MNA
12
Manning & Napier Advisors
New York
$377M 4,392,659 -375,064 -8%
Northern Trust
13
Northern Trust
Illinois
$340M 3,963,664 -42,852 -1%
BlackRock
14
BlackRock
New York
$319M 3,710,341 +160,558 +5%
T
15
Thomaspartners
Massachusetts
$311M 3,621,589 +77,816 +2%
State Street
16
State Street
Massachusetts
$256M 2,983,206 -63,070 -2%
Aristotle Capital Management
17
Aristotle Capital Management
California
$256M 2,979,550 -8,672 -0.3%
Mawer Investment Management
18
Mawer Investment Management
Alberta, Canada
$229M 2,665,258 +58,133 +2%
SCCM
19
Schafer Cullen Capital Management
New York
$227M 2,643,971 -136,635 -5%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$214M 2,487,424 +192,642 +8%
Morgan Stanley
21
Morgan Stanley
New York
$200M 2,324,931 +495,364 +27%
Capital Research Global Investors
22
Capital Research Global Investors
California
$194M 2,258,515 +10 +0%
EARNEST Partners
23
EARNEST Partners
Georgia
$172M 2,006,267 -43,791 -2%
Invesco
24
Invesco
Georgia
$169M 1,972,033 +181,427 +10%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$160M 1,864,396 -50,120 -3%
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