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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 %
EVM
251
Evelyn V. Moreno
$5.32M -$95.4K -1,176 -2%
UCFA
252
United Capital Financial Advisors
Texas
$5.3M +$1.31M +16,102 +33%
TFF
253
Timothy F. Fidgeon
$5.3M +$90.1K +1,111 +2%
FLPIM
254
F.L. Putnam Investment Management
Massachusetts
$5.26M -$709K -8,736 -12%
MJP
255
Michael J. Puzo
$5.16M -$7.71K -95 -0.1%
VCM
256
Vigilant Capital Management
Maine
$5.14M -$280K -3,455 -5%
Millennium Management
257
Millennium Management
New York
$5.11M +$5.11M +63,033 New
LPC
258
Loeb Partners Corp
New York
$5.08M +$2.42M +29,853 +91%
BCM
259
Bourgeon Capital Management
Connecticut
$5.08M +$576K +7,098 +13%
WFG
260
Windsor Financial Group
Minnesota
$5.02M -$115K -1,423 -2%
LG
261
LaFleur & Godfrey
Michigan
$4.99M -$196K -2,415 -4%
Janney Montgomery Scott
262
Janney Montgomery Scott
Pennsylvania
$4.91M +$1.11M +13,668 +29%
BHA
263
Beech Hill Advisors
New York
$4.83M -$156K -1,926 -3%
SCM
264
Stevens Capital Management
Pennsylvania
$4.82M +$4.17M +51,382 +637%
SC
265
Scotia Capital
Ontario, Canada
$4.74M -$487 -6 -0%
CAM
266
Cubic Asset Management
Massachusetts
$4.74M -$63.4K -782 -1%
RC
267
RegentAtlantic Capital
New Jersey
$4.69M -$84.8K -1,046 -2%
AAIM
268
American Assets Investment Management
California
$4.69M – – –
DLCIG
269
D.L. Carlson Investment Group
New Hampshire
$4.67M -$117K -1,446 -2%
TSBJ
270
Trevor, Stewart, Burton & Jacobsen
New York
$4.67M +$4.67M +57,507 New
ST
271
Stifel Trust
Missouri
$4.65M -$78.8K -971 -2%
WCM
272
Wallace Capital Management
Texas
$4.65M +$212K +2,610 +5%
EHC
273
Everett Harris & Co
California
$4.6M +$45.3K +558 +1%
WTNA
274
Wilmington Trust National Association
Delaware
$4.54M -$110K -1,353 -2%
SFPIA
275
Stevens First Principles Investment Advisors
California
$4.51M -$13.5K -167 -0.3%
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