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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 %
LG
251
LaFleur & Godfrey
Michigan
$4.87M -$37.3K -489 -0.8%
MJP
252
Michael J. Puzo
$4.85M +$37.3K +490 +0.8%
HBWM
253
Hollow Brook Wealth Management
New York
$4.82M -$4.35M -57,142 -47%
WFG
254
Windsor Financial Group
Minnesota
$4.82M -$55.2K -725 -1%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$4.8M +$4.8M +63,278 New
BHA
256
Beech Hill Advisors
New York
$4.69M +$31.9K +419 +0.7%
GACM
257
Green Arrow Capital Management
New York
$4.68M -$2.13M -27,900 -31%
DCMM
258
DG Capital Management (Massachusetts)
Massachusetts
$4.55M -$231K -3,036 -5%
TNB
259
Thomasville National Bank
Georgia
$4.52M -$43.3K -569 -0.9%
CAM
260
Cubic Asset Management
Massachusetts
$4.51M -$44.6K -585 -1%
DLCIG
261
D.L. Carlson Investment Group
New Hampshire
$4.49M -$207K -2,717 -4%
RC
262
RegentAtlantic Capital
New Jersey
$4.48M -$441K -5,786 -9%
SC
263
Scotia Capital
Ontario, Canada
$4.46M -$436K -5,717 -9%
ST
264
Stifel Trust
Missouri
$4.44M -$95.5K -1,254 -2%
AAIM
265
American Assets Investment Management
California
$4.4M – – –
WTNA
266
Wilmington Trust National Association
Delaware
$4.37M -$243K -3,190 -5%
RW
267
Rand Wealth
Maryland
$4.3M +$212K +2,779 +5%
EHC
268
Everett Harris & Co
California
$4.28M +$850K +11,160 +25%
Mackenzie Financial
269
Mackenzie Financial
Ontario, Canada
$4.25M +$611K +8,013 +17%
SFPIA
270
Stevens First Principles Investment Advisors
California
$4.25M -$20.7K -272 -0.5%
BCM
271
Bourgeon Capital Management
Connecticut
$4.23M -$12.8K -168 -0.3%
WTC
272
WhitTier Trust Company
Nevada
$4.19M +$171K +2,242 +4%
WCM
273
Wallace Capital Management
Texas
$4.16M +$118K +1,551 +3%
JG
274
Jefferies Group
New York
$4.12M +$3.72M +48,873 +948%
NB
275
NBT Bank
New York
$4.08M -$365K -4,795 -8%
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