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Novartis
NVS

Overview Fund Activity

918 hedge funds and large institutions have $22.3B invested in Novartis in 2014 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 335 increasing their positions, 320 reducing their positions, and 47 closing their positions.

Holders
918
Holders Change
+44
Holders Change %
+5.03%
% of All Funds
24.5%
Holding in Top 10
62
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.68%
% of All Funds
1.65%
New
101
Increased
335
Reduced
320
Closed
47
Calls
$183M
Puts
$76.9M
Net Calls
+$106M
Net Calls Change
+$28.1M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$452M
2
SCM
2
Sterling Capital Management
North Carolina
$138M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$181M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$79.8M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$87.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$137M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$962M
3
IC
3
Institutional Capital
Illinois
$0
4
SCCM
4
Schafer Cullen Capital Management
New York
$100M
5
Dodge & Cox
5
Dodge & Cox
California
$4.66B
Name Market Value Shares Shares
Change 		Shares
Change %
VW
226
Vantage Wealth
California
$6.93M 74,829 +1,225 +2%
MA
227
MUFG Americas
New York
$6.89M 74,384 -337 -0.5%
VCM
228
Vigilant Capital Management
Maine
$6.86M 74,007 +17,974 +32%
CIM
229
Confluence Investment Management
Missouri
$6.84M 73,846 +4,297 +6%
OWD
230
Osborn Williams & Donohoe
Ohio
$6.79M 73,224 +660 +0.9%
CTA
231
Chesley Taft & Associates
Illinois
$6.67M 71,962 +360 +0.5%
SWK
232
Stephen W. Kidder
$6.66M 71,822 +2,135 +3%
KB
233
Kimelman & Baird
New York
$6.6M 71,250 +5,850 +9%
ECM
234
Endurant Capital Management
California
$6.6M 71,200 +71,200 New
TCOV
235
Trust Company of Vermont
Vermont
$6.59M 71,122 -174 -0.2%
OC
236
Oppenheimer & Co
New York
$6.53M 70,454 +5,718 +9%
SB
237
Suntrust Banks
Georgia
$6.49M 70,112 -22,491 -24%
PSUF
238
People's United Financial
Connecticut
$6.39M 69,001 -1,830 -3%
MAM
239
Mastrapasqua Asset Management
Tennessee
$6.2M 66,872 +66,872 New
HNB
240
Huntington National Bank
Ohio
$6.11M 65,904 +1,002 +2%
CCFCSB
241
Cape Cod Five Cents Savings Bank
Massachusetts
$6.11M 65,900 +1,903 +3%
WC
242
Wexford Capital
Florida
$6.08M 65,560 +7,710 +13%
IHL
243
Investment House LLC
California
$6.07M 65,498 -525 -0.8%
NCM
244
Nelson Capital Management
California
$6.06M 65,373 +180 +0.3%
IIM
245
Ipswich Investment Management
Massachusetts
$6.05M 65,245 -939 -1%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$6.04M 65,180 +3,897 +6%
SAM
247
Sectoral Asset Management
Quebec, Canada
$5.88M 63,500 +21,900 +53%
Mackenzie Financial
248
Mackenzie Financial
Ontario, Canada
$5.85M 63,108 +1,520 +2%
Janus Henderson Group
249
Janus Henderson Group
United Kingdom
$5.83M 63,000 +63,000 New
ARMC
250
American Research & Management Company
Massachusetts
$5.83M 62,910 -50 -0.1%
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