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Novartis
NVS

Overview Fund Activity

847 hedge funds and large institutions have $22B invested in Novartis in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 291 increasing their positions, 342 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+17
Holders Change %
+2.05%
% of All Funds
24.36%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.67%
New
69
Increased
291
Reduced
342
Closed
48
Calls
$170M
Puts
$105M
Net Calls
+$65.2M
Net Calls Change
+$75.2M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$4.63B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$102M
3
Northern Trust
Northern Trust
Illinois
$365M
4
Parnassus Investments
Parnassus Investments
California
$246M
5
TAM
Tocqueville Asset Management
New York
$35.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$58.8M
2
Franklin Resources
Franklin Resources
California
$239M
3
Invesco
Invesco
Georgia
$254M
4
BBHC
Brown Brothers Harriman & Co
New York
$1.03B
5
IC
Institutional Capital
Illinois
$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
226
Trust Company of Vermont
Vermont
$6.43M +$93.9K +1,158 +1%
Point72 Asset Management
227
Point72 Asset Management
Connecticut
$6.29M +$6.29M +77,562 New
VW
228
Vantage Wealth
California
$6.28M -$977K -12,611 -13%
MIS
229
Morningstar Investment Services
Illinois
$6.19M +$606K +7,472 +11%
IHL
230
Investment House LLC
California
$6.1M -$63.4K -781 -1%
HNB
231
Huntington National Bank
Ohio
$6.09M -$813K -10,024 -12%
IIM
232
Ipswich Investment Management
Massachusetts
$6.07M +$52.1K +642 +0.9%
CIM
233
Confluence Investment Management
Missouri
$5.81M +$381K +4,703 +7%
ARMC
234
American Research & Management Company
Massachusetts
$5.8M -$51.6K -636 -0.9%
GAM
235
Griffin Asset Management
New York
$5.79M -$67.2K -828 -1%
CCFCSB
236
Cape Cod Five Cents Savings Bank
Massachusetts
$5.76M +$53K +653 +0.9%
NCM
237
Nelson Capital Management
California
$5.72M +$327K +4,028 +6%
VAM
238
Visium Asset Management
New York
$5.7M +$1.53M +18,820 +37%
FBC
239
Fairfield, Bush & Co
Connecticut
$5.7M +$387K +4,771 +7%
RCM
240
Riverhead Capital Management
Delaware
$5.65M – – –
CAM
241
Capstone Asset Management
Texas
$5.65M +$97.8K +1,206 +2%
First Trust Advisors
242
First Trust Advisors
Illinois
$5.57M -$345K -4,254 -6%
JFL
243
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.57M -$9.01K -111 -0.2%
CRC
244
Curi RMB Capital
Illinois
$5.56M -$1.24M -15,242 -18%
TRIM
245
Thompson Rubinstein Investment Management
Oregon
$5.55M – – –
OC
246
Oppenheimer & Co
New York
$5.48M -$87K -1,072 -2%
Mackenzie Financial
247
Mackenzie Financial
Ontario, Canada
$5.43M +$902K +11,116 +20%
SWK
248
Stephen W. Kidder
$5.36M -$46.2K -569 -0.9%
HKIM
249
Hayek Kallen Investment Management
Alabama
$5.34M -$125K -1,540 -2%
FA
250
FDx Advisors
Illinois
$5.32M +$1.15M +14,184 +28%
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