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Novartis
NVS

Overview Fund Activity

830 hedge funds and large institutions have $20.6B invested in Novartis in 2014 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 309 increasing their positions, 318 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+15
Holders Change %
+1.84%
% of All Funds
23.99%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.73%
New
61
Increased
309
Reduced
318
Closed
41
Calls
$182M
Puts
$192M
Net Calls
-$10M
Net Calls Change
-$58M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$71.6M
2
MHI
Miller Howard Investments
New York
+$59.3M
3
VKH
Virtu KCG Holdings
New York
+$50.9M
4
AG
Aperio Group
California
+$45.8M
5
Northern Trust
Northern Trust
Illinois
+$44.9M

Top Sellers

1
Primecap Management
Primecap Management
California
-$230M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$143M
3
TCIM
TIAA CREF Investment Management
New York
-$101M
4
WHG
Westwood Holdings Group
Texas
-$73.8M
5
HTC
Haverford Trust Company
Pennsylvania
-$70.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
226
Trust Company of Vermont
Vermont
$5.95M +$23K +302 +0.4%
MAM
227
Mastrapasqua Asset Management
Tennessee
$5.93M -$460K -6,036 -7%
IHL
228
Investment House LLC
California
$5.79M -$90.9K -1,193 -2%
IIM
229
Ipswich Investment Management
Massachusetts
$5.65M -$68.8K -903 -1%
FLPIM
230
F.L. Putnam Investment Management
Massachusetts
$5.6M +$77.9K +1,023 +1%
First Trust Advisors
231
First Trust Advisors
Illinois
$5.56M -$95.2K -1,249 -2%
ARMC
232
American Research & Management Company
Massachusetts
$5.5M -$88.6K -1,163 -2%
GAM
233
Griffin Asset Management
New York
$5.5M -$359K -4,715 -6%
CCFCSB
234
Cape Cod Five Cents Savings Bank
Massachusetts
$5.36M +$26.9K +353 +0.5%
Deutsche Bank
235
Deutsche Bank
Germany
$5.36M -$3.39M -44,483 -39%
RCM
236
Riverhead Capital Management
Delaware
$5.31M +$5.31M +69,638 New
PSUF
237
People's United Financial
Connecticut
$5.26M -$765K -10,045 -13%
MIS
238
Morningstar Investment Services
Illinois
$5.24M -$3.26M -42,761 -38%
JFL
239
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.24M -$128K -1,674 -2%
OC
240
Oppenheimer & Co
New York
$5.22M +$382K +5,008 +8%
TRIM
241
Thompson Rubinstein Investment Management
Oregon
$5.21M -$340K -4,464 -6%
CAM
242
Capstone Asset Management
Texas
$5.21M +$172K +2,254 +3%
HKIM
243
Hayek Kallen Investment Management
Alabama
$5.13M -$134K -1,757 -3%
CIM
244
Confluence Investment Management
Missouri
$5.1M +$481K +6,311 +10%
VCM
245
Vigilant Capital Management
Maine
$5.09M -$130K -1,713 -2%
EVM
246
Evelyn V. Moreno
$5.09M +$19.5K +256 +0.4%
SWK
247
Stephen W. Kidder
$5.07M -$87.2K -1,144 -2%
NCM
248
Nelson Capital Management
California
$5.07M +$137K +1,796 +3%
FBC
249
Fairfield, Bush & Co
Connecticut
$4.99M -$2.13K -28 -0%
TFF
250
Timothy F. Fidgeon
$4.89M -$3.81K -50 -0.1%
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