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Novartis
NVS

Overview Fund Activity

815 hedge funds and large institutions have $19.8B invested in Novartis in 2013 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 286 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+54
Holders Change %
+7.1%
% of All Funds
23.67%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
1.51%
New
107
Increased
286
Reduced
285
Closed
41
Calls
$182M
Puts
$134M
Net Calls
+$48M
Net Calls Change
+$25.5M

Top Buyers

1
EARNEST Partners
EARNEST Partners
Georgia
+$185M
2
Boston Partners
Boston Partners
Massachusetts
+$182M
3
TCIM
TIAA CREF Investment Management
New York
+$61.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.5M
5
WCM
Wedge Capital Management
North Carolina
+$44.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
2
EAM
Edge Asset Management
Washington
-$74.7M
3
BBHC
Brown Brothers Harriman & Co
New York
-$69.8M
4
Northern Trust
Northern Trust
Illinois
-$44.6M
5
VKH
Virtu KCG Holdings
New York
-$43.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
226
Beacon Financial Group
Texas
$6.31M -$133K -1,846 -2%
HNB
227
Huntington National Bank
Ohio
$6.25M -$292K -4,061 -4%
MA
228
MUFG Americas
New York
$6.09M +$864 +12 +0%
CCT
229
Country Club Trust
Missouri
$6.06M +$193K +2,684 +3%
MAM
230
Mastrapasqua Asset Management
Tennessee
$6.04M +$2.02K +28 +0%
TD Asset Management
231
TD Asset Management
Ontario, Canada
$5.92M +$145K +2,016 +3%
OWD
232
Osborn Williams & Donohoe
Ohio
$5.88M -$52.2K -725 -0.9%
BCB
233
Brian C. Broderick
$5.88M -$40.2K -558 -0.7%
MSA
234
Mason Street Advisors
Wisconsin
$5.73M – – –
GC
235
Guardian Capital
Ontario, Canada
$5.72M +$594K +8,247 +12%
Jones Financial Companies
236
Jones Financial Companies
Missouri
$5.71M +$345K +4,790 +6%
PSUF
237
People's United Financial
Connecticut
$5.7M +$553K +7,672 +11%
TCOV
238
Trust Company of Vermont
Vermont
$5.6M +$175K +2,428 +3%
CTA
239
Chesley Taft & Associates
Illinois
$5.57M +$19.7K +273 +0.4%
IHL
240
Investment House LLC
California
$5.56M -$320K -4,436 -5%
GAM
241
Griffin Asset Management
New York
$5.54M +$86.4K +1,200 +2%
IIM
242
Ipswich Investment Management
Massachusetts
$5.4M +$32.1K +446 +0.6%
First Trust Advisors
243
First Trust Advisors
Illinois
$5.34M -$122K -1,688 -2%
WMSA
244
Weiss Multi-Strategy Advisers
New York
$5.31M +$5.31M +73,656 New
ARMC
245
American Research & Management Company
Massachusetts
$5.28M -$18.9K -262 -0.4%
TRIM
246
Thompson Rubinstein Investment Management
Oregon
$5.25M – – –
FLPIM
247
F.L. Putnam Investment Management
Massachusetts
$5.22M -$392K -5,448 -7%
JFL
248
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.07M -$739K -10,267 -13%
CCA
249
Cobblestone Capital Advisors
New York
$5.06M -$2.9M -40,212 -36%
CCFCSB
250
Cape Cod Five Cents Savings Bank
Massachusetts
$5.05M +$102K +1,415 +2%
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