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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 %
MAM
251
Martingale Asset Management
Massachusetts
$5.04M – – –
HKIM
252
Hayek Kallen Investment Management
Alabama
$4.98M -$117K -1,630 -2%
VCM
253
Vigilant Capital Management
Maine
$4.94M -$41.8K -580 -0.8%
SWK
254
Stephen W. Kidder
$4.88M -$165K -2,288 -3%
EVM
255
Evelyn V. Moreno
$4.79M +$4.79M +66,496 New
CAM
256
Capstone Asset Management
Texas
$4.76M +$254K +3,526 +6%
FBC
257
Fairfield, Bush & Co
Connecticut
$4.72M -$934K -12,964 -17%
NCM
258
Nelson Capital Management
California
$4.66M -$114K -1,582 -2%
RC
259
RegentAtlantic Capital
New Jersey
$4.66M +$12.5K +173 +0.3%
LG
260
LaFleur & Godfrey
Michigan
$4.64M -$104K -1,439 -2%
TFF
261
Timothy F. Fidgeon
$4.63M -$135K -1,870 -3%
Envestnet Asset Management
262
Envestnet Asset Management
Illinois
$4.63M +$340K +4,716 +8%
SC
263
Scotia Capital
Ontario, Canada
$4.62M +$49K +680 +1%
WFG
264
Windsor Financial Group
Minnesota
$4.61M -$36.2K -502 -0.8%
OC
265
Oppenheimer & Co
New York
$4.58M +$75.8K +1,053 +2%
MJP
266
Michael J. Puzo
$4.55M +$285K +3,957 +7%
TCCM
267
Timber Creek Capital Management
Massachusetts
$4.52M +$14K +195 +0.3%
DCMM
268
DG Capital Management (Massachusetts)
Massachusetts
$4.52M +$654K +9,084 +17%
DLCIG
269
D.L. Carlson Investment Group
New Hampshire
$4.44M -$1.6M -22,275 -27%
BHA
270
Beech Hill Advisors
New York
$4.4M -$52.2K -725 -1%
Jane Street
271
Jane Street
New York
$4.36M +$1.18M +16,317 +37%
CIM
272
Confluence Investment Management
Missouri
$4.36M +$764K +10,606 +21%
WTNA
273
Wilmington Trust National Association
Delaware
$4.36M +$274K +3,804 +7%
TNB
274
Thomasville National Bank
Georgia
$4.32M +$439K +6,094 +11%
CAM
275
Cubic Asset Management
Massachusetts
$4.31M -$6.05K -84 -0.1%
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